|
51
|
Kings Path Partners
Sugar Land,
Texas
|
$421K
|
+$416K
|
+9,873
|
New
|
|
|
52
|
Wells Fargo
San Francisco,
California
|
$389K
|
+$63K
|
+1,495
|
+20%
|
|
|
53
|
Old Mission Capital
Chicago,
Illinois
|
$386K
|
+$382K
|
+9,069
|
New
|
|
|
54
|
CreativeOne Wealth
Overland Park,
Kansas
|
$384K
|
+$3.46K
|
+82
|
+0.9%
|
|
|
55
|
|
$332K
|
+$329K
|
+7,805
|
New
|
|
|
56
|
Fisher Asset Management
Camas,
Washington
|
$307K
|
+$304K
|
+7,202
|
New
|
|
|
57
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$300K
|
+$3.08K
|
+73
|
+1%
|
|
|
58
|
BankPlus Trust Department
Jackson,
Mississippi
|
$285K
|
+$35.6K
|
+844
|
+14%
|
|
|
59
|
Mercer Global Advisors
Denver,
Colorado
|
$264K
|
–
|
–
|
–
|
|
|
60
|
Silver Oak Securities
Jackson,
Tennessee
|
$259K
|
-$39.4K
|
-935
|
-13%
|
|
|
61
|
Lantern Wealth Advisors
Melville,
New York
|
$250K
|
+$29.9K
|
+708
|
+14%
|
|
|
62
|
Waverly Advisors
Birmingham,
Alabama
|
$232K
|
+$229K
|
+5,440
|
New
|
|
|
63
|
UBS Group
Zurich,
Switzerland
|
$149K
|
+$42
|
+1
|
+0%
|
|
|
64
|
Wealthspire Advisors (New York)
New York
|
$120K
|
+$119K
|
+2,817
|
New
|
|
|
65
|
Principal Securities
Des Moines,
Iowa
|
$99.1K
|
–
|
–
|
–
|
|
|
66
|
Key Financial Inc
West Chester,
Pennsylvania
|
$53.4K
|
–
|
–
|
–
|
|
|
67
|
Fidelity Investments
Boston,
Massachusetts
|
$34.3K
|
-$659K
|
-15,633
|
-95%
|
|
|
68
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$28.5K
|
+$28.2K
|
+669
|
New
|
|
|
69
|
FSA Wealth Management
Needham,
Massachusetts
|
$23.8K
|
–
|
–
|
–
|
|
|
70
|
Harbour Investments
Madison,
Wisconsin
|
$13.8K
|
–
|
–
|
–
|
|
|
71
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12K
|
+$548
|
+13
|
+5%
|
|
|
72
|
Allworth Financial
Folsom,
California
|
$10.6K
|
+$10.5K
|
+248
|
New
|
|
|
73
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10.4K
|
-$12.5K
|
-297
|
-55%
|
|
|
74
|
Parallel Advisors
San Francisco,
California
|
$9.1K
|
+$42
|
+1
|
+0.5%
|
|
|
75
|
New England Asset Management
Farmington,
Connecticut
|
$4.26K
|
–
|
–
|
–
|
|
