|
51
|
Summit Global Investments
Bountiful,
Utah
|
$635K
|
+$113
|
+2
|
+0%
|
|
|
52
|
SimplyRich
Carlsbad,
California
|
$622K
|
–
|
–
|
–
|
|
|
53
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$618K
|
-$1.76M
|
-31,046
|
-71%
|
|
|
54
|
|
$553K
|
+$255K
|
+4,502
|
+66%
|
|
|
55
|
Ameriprise
Minneapolis,
Minnesota
|
$546K
|
-$241K
|
-4,255
|
-28%
|
|
|
56
|
Bank of New York Mellon
New York
|
$535K
|
+$30K
|
+530
|
+5%
|
|
|
57
|
Truist Financial
Charlotte,
North Carolina
|
$495K
|
+$2.1K
|
+37
|
+0.4%
|
|
|
58
|
Advisors Asset Management
Monument,
Colorado
|
$423K
|
+$373K
|
+6,587
|
+314%
|
|
|
59
|
Covenant Partners
Nashville,
Tennessee
|
$394K
|
+$458K
|
+8,086
|
New
|
|
|
60
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$391K
|
-$21.1K
|
-372
|
-4%
|
|
|
61
|
Raymond James & Associates
St Petersburg,
Florida
|
$358K
|
-$646K
|
-11,409
|
-61%
|
|
|
62
|
SignatureFD
Atlanta,
Georgia
|
$350K
|
-$402K
|
-7,102
|
-50%
|
|
|
63
|
Atria Investments
Charlotte,
North Carolina
|
$349K
|
-$366K
|
-6,463
|
-47%
|
|
|
64
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$344K
|
-$31.1K
|
-549
|
-7%
|
|
|
65
|
Ionic Capital Management
New York
|
$340K
|
-$453K
|
-8,003
|
-53%
|
|
|
66
|
Strategic Global Advisors
Newport Beach,
California
|
$326K
|
+$13.8K
|
+244
|
+4%
|
|
|
67
|
USA Financial Formulas
Ada,
Michigan
|
$316K
|
+$283K
|
+5,006
|
New
|
|
|
68
|
Fulton Bank
Lancaster,
Pennsylvania
|
$314K
|
-$54.4K
|
-960
|
-13%
|
|
|
69
|
Freestone Capital Holdings
Seattle,
Washington
|
$307K
|
+$356K
|
+6,290
|
New
|
|
|
70
|
Financial Counselors Inc
Overland Park,
Kansas
|
$273K
|
–
|
–
|
–
|
|
|
71
|
Blueshift Asset Management
Red Bank,
New Jersey
|
$263K
|
+$306K
|
+5,406
|
New
|
|
|
72
|
Stifel Financial
St. Louis,
Missouri
|
$243K
|
+$3.85K
|
+68
|
+1%
|
|
|
73
|
Old National Bancorp
Evansville,
Indiana
|
$232K
|
+$7.02K
|
+124
|
+3%
|
|
|
74
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$224K
|
–
|
–
|
–
|
|
|
75
|
VisionPoint Advisory Group
Dallas,
Texas
|
$209K
|
+$243K
|
+4,290
|
New
|
|
