|
101
|
Allworth Financial
Folsom,
California
|
$47.5K
|
–
|
–
|
–
|
|
|
102
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$31.8K
|
–
|
–
|
–
|
|
|
103
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$27.7K
|
+$1.24K
|
+25
|
+4%
|
|
|
104
|
UBS Group
Zurich,
Switzerland
|
$17.3K
|
+$13.4K
|
+271
|
+263%
|
|
|
105
|
Bessemer Group
Woodbridge,
New Jersey
|
$17K
|
–
|
–
|
–
|
|
|
106
|
WealthCollab
Bellevue,
Washington
|
$15.8K
|
–
|
–
|
–
|
|
|
107
|
Kings Path Partners
Sugar Land,
Texas
|
$15.7K
|
–
|
–
|
–
|
|
|
108
|
Orion Capital Management
Coronado,
California
|
$15.2K
|
+$16.3K
|
+329
|
New
|
|
|
109
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$14.1K
|
–
|
–
|
–
|
|
|
110
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8K
|
+$9.03K
|
+182
|
New
|
|
|
111
|
Elevate Wealth Advisory
Athens,
Georgia
|
$7.95K
|
–
|
–
|
–
|
|
|
112
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$3.19K
|
-$46.4K
|
-935
|
-93%
|
|
|
113
|
Rothschild Investment LLC
Chicago,
Illinois
|
$2.78K
|
+$99
|
+2
|
+3%
|
|
|
114
|
Kestra Investment Management
Austin,
Texas
|
$2.43K
|
+$2.63K
|
+53
|
New
|
|
|
115
|
Global Retirement Partners
San Rafael,
California
|
$2.31K
|
–
|
–
|
–
|
|
|
116
|
Fidelity Investments
Boston,
Massachusetts
|
$1.82K
|
+$1.94K
|
+39
|
New
|
|
|
117
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$1.16K
|
–
|
–
|
–
|
|
|
118
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$829K
|
-15,896
|
Closed
|
|
|
119
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
–
|
-$255K
|
-4,890
|
Closed
|
|
|
120
|
Life Planning Partners
Jacksonville,
Florida
|
–
|
-$215K
|
-4,130
|
Closed
|
|
|
121
|
Capital Performance Advisors
Walnut Creek,
California
|
–
|
-$37.6K
|
-721
|
Closed
|
|
|
122
|
Ruedi Wealth Management
Champaign,
Illinois
|
–
|
-$1.09K
|
-21
|
Closed
|
|
|
123
|
Clear Point Advisors
Melville,
New York
|
–
|
-$85
|
-2
|
Closed
|
|
