|
101
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$228K
|
-$21.2K
|
-382
|
-9%
|
|
|
102
|
Orcam Financial Group
Encinitas,
California
|
$227K
|
–
|
–
|
–
|
|
|
103
|
Evanson Asset Management
Carmel,
California
|
$204K
|
+$198K
|
+3,557
|
New
|
|
|
104
|
Ameriprise
Minneapolis,
Minnesota
|
$203K
|
+$196K
|
+3,533
|
New
|
|
|
105
|
Apella Capital
West Hartford,
Connecticut
|
$202K
|
+$195K
|
+3,511
|
New
|
|
|
106
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$190K
|
+$46.6K
|
+839
|
+34%
|
|
|
107
|
|
$168K
|
–
|
–
|
–
|
|
|
108
|
Cardiff Park Advisors
Carlsbad,
California
|
$153K
|
-$90.5K
|
-1,629
|
-38%
|
|
|
109
|
US Bancorp
Minneapolis,
Minnesota
|
$153K
|
+$148K
|
+2,660
|
New
|
|
|
110
|
Bank of America
Charlotte,
North Carolina
|
$127K
|
-$46.5K
|
-836
|
-27%
|
|
|
111
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$126K
|
+$20.6K
|
+370
|
+20%
|
|
|
112
|
Private Trust Company
Cleveland,
Ohio
|
$112K
|
–
|
–
|
–
|
|
|
113
|
Osaic Holdings
Scottsdale,
Arizona
|
$77.2K
|
+$222
|
+4
|
+0.3%
|
|
|
114
|
Principal Securities
Des Moines,
Iowa
|
$67.2K
|
-$1K
|
-18
|
-2%
|
|
|
115
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$65.1K
|
-$723
|
-13
|
-1%
|
|
|
116
|
Strategic Wealth Partners
Independence,
Ohio
|
$57K
|
+$55.2K
|
+993
|
New
|
|
|
117
|
Allworth Financial
Folsom,
California
|
$53.4K
|
–
|
–
|
–
|
|
|
118
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$33.8K
|
–
|
–
|
–
|
|
|
119
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$24.3K
|
–
|
–
|
–
|
|
|
120
|
WealthCollab
Bellevue,
Washington
|
$19.5K
|
–
|
–
|
–
|
|
|
121
|
Kings Path Partners
Sugar Land,
Texas
|
$19.3K
|
+$778
|
+14
|
+4%
|
|
|
122
|
UBS Group
Zurich,
Switzerland
|
$17.7K
|
-$556
|
-10
|
-3%
|
|
|
123
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$17.5K
|
–
|
–
|
–
|
|
|
124
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$16K
|
+$5.56K
|
+100
|
+55%
|
|
|
125
|
Wells Fargo
San Francisco,
California
|
$13K
|
-$28.6K
|
-515
|
-70%
|
|
