|
51
|
Pathstone Holdings
Englewood,
New Jersey
|
$432K
|
+$427K
|
+10,242
|
New
|
|
|
52
|
CreativeOne Wealth
Overland Park,
Kansas
|
$376K
|
+$372K
|
+8,921
|
New
|
|
|
53
|
Wells Fargo
San Francisco,
California
|
$322K
|
-$50.8K
|
-1,219
|
-14%
|
|
|
54
|
Silver Oak Securities
Jackson,
Tennessee
|
$296K
|
-$1.29M
|
-30,864
|
-81%
|
|
|
55
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$294K
|
+$3.08K
|
+74
|
+1%
|
|
|
56
|
Mercer Global Advisors
Denver,
Colorado
|
$261K
|
–
|
–
|
–
|
|
|
57
|
BankPlus Trust Department
Jackson,
Mississippi
|
$247K
|
+$6.75K
|
+162
|
+3%
|
|
|
58
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$221K
|
+$219K
|
+5,244
|
New
|
|
|
59
|
Dean Jacobson Financial Services
Fort Worth,
Texas
|
$219K
|
+$216K
|
+5,185
|
New
|
|
|
60
|
Lantern Wealth Advisors
Melville,
New York
|
$217K
|
+$215K
|
+5,153
|
New
|
|
|
61
|
|
$217K
|
+$215K
|
+5,153
|
New
|
|
|
62
|
Waterloo Capital
Austin,
Texas
|
$213K
|
-$1.8M
|
-43,195
|
-90%
|
|
|
63
|
UBS Group
Zurich,
Switzerland
|
$147K
|
-$52.3K
|
-1,254
|
-26%
|
|
|
64
|
BOK Financial
Tulsa,
Oklahoma
|
$117K
|
–
|
–
|
–
|
|
|
65
|
Principal Securities
Des Moines,
Iowa
|
$98.1K
|
–
|
–
|
–
|
|
|
66
|
Key Financial Inc
West Chester,
Pennsylvania
|
$52.9K
|
+$52.3K
|
+1,255
|
New
|
|
|
67
|
Farther Finance Advisors
San Francisco,
California
|
$38.1K
|
-$3.04M
|
-72,894
|
-99%
|
|
|
68
|
FSA Wealth Management
Needham,
Massachusetts
|
$23.6K
|
+$23.3K
|
+559
|
New
|
|
|
69
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$22.8K
|
+$22.6K
|
+541
|
New
|
|
|
70
|
Harbour Investments
Madison,
Wisconsin
|
$13.7K
|
-$6.84K
|
-164
|
-34%
|
|
|
71
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12K
|
–
|
–
|
–
|
|
|
72
|
Parallel Advisors
San Francisco,
California
|
$8.94K
|
–
|
–
|
–
|
|
|
73
|
Park Place Capital
Homewood,
Alabama
|
$4.71K
|
-$1.52M
|
-36,392
|
-100%
|
|
|
74
|
New England Asset Management
Farmington,
Connecticut
|
$4.22K
|
–
|
–
|
–
|
|
|
75
|
Copia Wealth Management
Bend,
Oregon
|
$211
|
–
|
–
|
–
|
|
