|
26
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$426K
|
-$983K
|
-20,352
|
-70%
|
|
|
27
|
UBS Group
Zurich,
Switzerland
|
$418K
|
+$405K
|
+8,380
|
New
|
|
|
28
|
WT Wealth Management
Scottsdale,
Arizona
|
$410K
|
+$6.86K
|
+142
|
+2%
|
|
|
29
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$328K
|
-$9.17K
|
-190
|
-3%
|
|
|
30
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$328K
|
-$9.17K
|
-190
|
-3%
|
|
|
31
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$317K
|
-$18.9K
|
-392
|
-6%
|
|
|
32
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$298K
|
-$48.9K
|
-1,013
|
-14%
|
|
|
33
|
US Bancorp
Minneapolis,
Minnesota
|
$278K
|
+$37.2K
|
+771
|
+16%
|
|
|
34
|
Seaside Wealth Management
Carlsbad,
California
|
$256K
|
–
|
–
|
–
|
|
|
35
|
Atria Investments
Charlotte,
North Carolina
|
$213K
|
+$6.04K
|
+125
|
+3%
|
|
|
36
|
Leavell Investment Management
Mobile,
Alabama
|
$206K
|
-$15.4K
|
-319
|
-7%
|
|
|
37
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$192K
|
+$3.67K
|
+76
|
+2%
|
|
|
38
|
NewEdge Advisors
New Orleans,
Louisiana
|
$130K
|
-$869
|
-18
|
-0.7%
|
|
|
39
|
|
$90K
|
-$70.9K
|
-1,469
|
-45%
|
|
|
40
|
IFP Advisors
Tampa,
Florida
|
$59.3K
|
+$57.5K
|
+1,190
|
New
|
|
|
41
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$47.9K
|
–
|
–
|
–
|
|
|
42
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$28.3K
|
-$3.54M
|
-73,332
|
-99%
|
|
|
43
|
Fidelity Investments
Boston,
Massachusetts
|
$25.9K
|
+$966
|
+20
|
+4%
|
|
|
44
|
Wells Fargo
San Francisco,
California
|
$22K
|
+$21.3K
|
+442
|
New
|
|
|
45
|
Iron Horse Wealth Management
Johston,
Iowa
|
$20.4K
|
–
|
–
|
–
|
|
|
46
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$17.6K
|
–
|
–
|
–
|
|
|
47
|
Spire Wealth Management
Mclean,
Virginia
|
$7.63K
|
–
|
–
|
–
|
|
|
48
|
Harbour Investments
Madison,
Wisconsin
|
$6.18K
|
–
|
–
|
–
|
|
|
49
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6K
|
–
|
–
|
–
|
|
|
50
|
Stephens Consulting
Flint,
Michigan
|
$1.79K
|
–
|
–
|
–
|
|
