|
26
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$44K
|
–
|
–
|
–
|
|
|
27
|
|
$27.1K
|
+$25.5K
|
+725
|
New
|
|
|
28
|
IFP Advisors
Tampa,
Florida
|
$23.9K
|
–
|
–
|
–
|
|
|
29
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$22.4K
|
–
|
–
|
–
|
|
|
30
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$16.5K
|
+$15.5K
|
+442
|
New
|
|
|
31
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$11.2K
|
–
|
–
|
–
|
|
|
32
|
Pineridge Advisors
St. Charles,
Missouri
|
$11.2K
|
+$10.5K
|
+300
|
New
|
|
|
33
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$11.2K
|
–
|
–
|
–
|
|
|
34
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$11.1K
|
–
|
–
|
–
|
|
|
35
|
Strategic Financial Concepts
San Antonio,
Texas
|
$4.02K
|
+$4.8M
|
+136,479
|
New
|
|
|
36
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$3.73K
|
–
|
–
|
–
|
|
|
37
|
US Bancorp
Minneapolis,
Minnesota
|
$1.12K
|
+$1.05K
|
+30
|
New
|
|
|
38
|
Horizon Investments
Charlotte,
North Carolina
|
$672
|
–
|
–
|
–
|
|
|
39
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$116
|
–
|
–
|
–
|
|
|
40
|
MCF Advisors
Covington,
Kentucky
|
$38
|
+$35
|
+1
|
New
|
|
|
41
|
Abound Wealth Management
Franklin,
Tennessee
|
$26
|
+$35
|
+1
|
New
|
|
|
42
|
Wells Fargo
San Francisco,
California
|
$25
|
+$35
|
+1
|
New
|
|
|
43
|
|
–
|
-$3.19M
|
-89,652
|
Closed
|
|
|
44
|
Atria Wealth Solutions
New York
|
–
|
-$626K
|
-17,585
|
Closed
|
|
|
45
|
Citadel Advisors
Miami,
Florida
|
–
|
-$67.4K
|
-1,895
|
Closed
|
|
