|
76
|
Allworth Financial
Folsom,
California
|
$48.7K
|
–
|
–
|
–
|
|
|
77
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$47.6K
|
+$92
|
+2
|
+0.2%
|
|
|
78
|
CVA Family Office
Denver,
Colorado
|
$42.7K
|
–
|
–
|
–
|
|
|
79
|
Private Trust Company
Cleveland,
Ohio
|
$33.5K
|
–
|
–
|
–
|
|
|
80
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$32.6K
|
+$31.7K
|
+689
|
New
|
|
|
81
|
Bessemer Group
Woodbridge,
New Jersey
|
$17K
|
+$16.6K
|
+361
|
New
|
|
|
82
|
WealthCollab
Bellevue,
Washington
|
$16.2K
|
–
|
–
|
–
|
|
|
83
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$14.5K
|
-$33.1K
|
-720
|
-70%
|
|
|
84
|
Elevate Wealth Advisory
Athens,
Georgia
|
$7.82K
|
–
|
–
|
–
|
|
|
85
|
UBS Group
Zurich,
Switzerland
|
$2.94K
|
+$1.47K
|
+32
|
+107%
|
|
|
86
|
Global Retirement Partners
San Rafael,
California
|
$2.37K
|
–
|
–
|
–
|
|
|
87
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.9K
|
+$1.84K
|
+40
|
New
|
|
|
88
|
Rothschild Investment LLC
Chicago,
Illinois
|
$1.56K
|
+$1.52K
|
+33
|
New
|
|
|
89
|
Clear Point Advisors
Melville,
New York
|
$77
|
–
|
–
|
–
|
|
|
90
|
Fidelity Investments
Boston,
Massachusetts
|
$47
|
+$46
|
+1
|
New
|
|
|
91
|
Corient Private Wealth
Miami,
Florida
|
–
|
-$4.28M
|
-93,169
|
Closed
|
|
|
92
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$3.64M
|
-79,272
|
Closed
|
|
|
93
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.02M
|
-22,191
|
Closed
|
|
|
94
|
CIBC World Market
Toronto,
Ontario, Canada
|
–
|
-$282K
|
-6,144
|
Closed
|
|
|
95
|
Life Planning Partners
Jacksonville,
Florida
|
–
|
-$238K
|
-5,173
|
Closed
|
|
|
96
|
Capasso Planning Partners
Charleston,
South Carolina
|
–
|
-$204K
|
-4,448
|
Closed
|
|
|
97
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$149K
|
-3,250
|
Closed
|
|
|
98
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
–
|
-$4.6K
|
-100
|
Closed
|
|
