|
26
|
|
$20K
|
–
|
–
|
–
|
|
|
27
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$20K
|
–
|
–
|
–
|
|
|
28
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$18K
|
–
|
–
|
–
|
|
|
29
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$14K
|
+$13.4K
|
+750
|
New
|
|
|
30
|
RBC Europe
London,
United Kingdom
|
$10.7K
|
–
|
–
|
–
|
|
|
31
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$10K
|
–
|
–
|
–
|
|
|
32
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$9K
|
–
|
–
|
–
|
|
|
33
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$9K
|
–
|
–
|
–
|
|
|
34
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$7.32K
|
–
|
–
|
–
|
|
|
35
|
Realta Investment Advisors
Wilmington,
Delaware
|
$7K
|
+$6.68K
|
+375
|
New
|
|
|
36
|
Geneos Wealth Management
Englewood,
Colorado
|
$6K
|
–
|
–
|
–
|
|
|
37
|
Executive Wealth Management
Brighton,
Michigan
|
$5K
|
–
|
–
|
–
|
|
|
38
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$4.63K
|
–
|
–
|
–
|
|
|
39
|
Glassman Wealth Services
Vienna,
Virginia
|
$4K
|
–
|
–
|
–
|
|
|
40
|
Squar Milner Financial Services
Irvine,
California
|
$4K
|
–
|
–
|
–
|
|
|
41
|
Tower Research Capital (TRC)
New York
|
$4K
|
–
|
–
|
–
|
|
|
42
|
Aspire Private Capital
Cornelius,
North Carolina
|
$3K
|
–
|
–
|
–
|
|
|
43
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$3K
|
+$3.12K
|
+175
|
New
|
|
|
44
|
Valeo Financial Advisors
Carmel,
Indiana
|
$2K
|
-$891
|
-50
|
-33%
|
|
|
45
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$2K
|
–
|
–
|
–
|
|
|
46
|
Golden State Wealth Management
Santa Ana,
California
|
$2K
|
–
|
–
|
–
|
|
|
47
|
Parallel Advisors
San Francisco,
California
|
$2K
|
–
|
–
|
–
|
|
|
48
|
YorkBridge Wealth Partners
New York
|
$2K
|
–
|
–
|
–
|
|
|
49
|
Steward Partners Investment Advisory
New York
|
$2K
|
+$2.67K
|
+150
|
New
|
|
|
50
|
Global Retirement Partners
San Rafael,
California
|
$1K
|
–
|
–
|
–
|
|
