|
101
|
Private Trust Company
Cleveland,
Ohio
|
$91.7K
|
–
|
–
|
–
|
|
|
102
|
Osaic Holdings
Scottsdale,
Arizona
|
$88.1K
|
–
|
–
|
–
|
|
|
103
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$81.7K
|
+$53K
|
+1,132
|
+189%
|
|
|
104
|
|
$76K
|
–
|
–
|
–
|
|
|
105
|
Principal Securities
Des Moines,
Iowa
|
$55.9K
|
–
|
–
|
–
|
|
|
106
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$54.1K
|
-$8.15K
|
-174
|
-13%
|
|
|
107
|
Allworth Financial
Folsom,
California
|
$44.4K
|
-$4.59K
|
-98
|
-10%
|
|
|
108
|
Kings Path Partners
Sugar Land,
Texas
|
$29.4K
|
+$13.4K
|
+285
|
+84%
|
|
|
109
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$27.4K
|
-$5.06K
|
-108
|
-16%
|
|
|
110
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$22.5K
|
+$22.3K
|
+477
|
New
|
|
|
111
|
WealthCollab
Bellevue,
Washington
|
$16K
|
-$47
|
-1
|
-0.3%
|
|
|
112
|
NorthRock Partners
Minneapolis,
Minnesota
|
$15K
|
+$14.9K
|
+318
|
New
|
|
|
113
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$14.4K
|
–
|
–
|
–
|
|
|
114
|
UBS Group
Zurich,
Switzerland
|
$12K
|
-$5.62K
|
-120
|
-32%
|
|
|
115
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9K
|
–
|
–
|
–
|
|
|
116
|
Elevate Wealth Advisory
Athens,
Georgia
|
$8.11K
|
–
|
–
|
–
|
|
|
117
|
Fidelity Investments
Boston,
Massachusetts
|
$5.97K
|
+$4.12K
|
+88
|
+226%
|
|
|
118
|
Orion Capital Management
Coronado,
California
|
$4.24K
|
-$11.2K
|
-239
|
-73%
|
|
|
119
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$3.25K
|
–
|
–
|
–
|
|
|
120
|
Rothschild Investment LLC
Chicago,
Illinois
|
$2.83K
|
–
|
–
|
–
|
|
|
121
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$1.18K
|
–
|
–
|
–
|
|
|
122
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$1.91M
|
-41,350
|
Closed
|
|
|
123
|
WMS Partners
Towson,
Maryland
|
–
|
-$498K
|
-10,781
|
Closed
|
|
|
124
|
Accredited Wealth Management
Louisville,
Kentucky
|
–
|
-$388K
|
-8,409
|
Closed
|
|
|
125
|
|
–
|
-$313K
|
-6,782
|
Closed
|
|
