|
26
|
CreativeOne Wealth
Overland Park,
Kansas
|
$312K
|
+$329K
|
+8,982
|
New
|
|
|
27
|
Wells Fargo
San Francisco,
California
|
$302K
|
-$14K
|
-382
|
-4%
|
|
|
28
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$287K
|
-$10K
|
-273
|
-3%
|
|
|
29
|
Procyon Advisors
Shelton,
Connecticut
|
$260K
|
+$274K
|
+7,474
|
New
|
|
|
30
|
Creative Planning
Overland Park,
Kansas
|
$239K
|
+$251K
|
+6,860
|
New
|
|
|
31
|
Y.D. More Investments
Ramat Gan,
Israel
|
$233K
|
+$129K
|
+3,530
|
+111%
|
|
|
32
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$226K
|
+$238K
|
+6,500
|
New
|
|
|
33
|
White Pine Capital
Bloomington,
Minnesota
|
$205K
|
+$216K
|
+5,892
|
New
|
|
|
34
|
Envestnet Asset Management
Chicago,
Illinois
|
$201K
|
-$65.5K
|
-1,788
|
-24%
|
|
|
35
|
Belpointe Asset Management
Reno,
Nevada
|
$65.5K
|
-$733
|
-20
|
-1%
|
|
|
36
|
WhitTier Trust Company
Reno,
Nevada
|
$34.1K
|
–
|
–
|
–
|
|
|
37
|
Whittier Trust
South Pasadena,
California
|
$31.6K
|
–
|
–
|
–
|
|
|
38
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$17.3K
|
–
|
–
|
–
|
|
|
39
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8K
|
–
|
–
|
–
|
|
|
40
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$7K
|
–
|
–
|
–
|
|
|
41
|
Steward Partners Investment Advisory
New York
|
$6.09K
|
–
|
–
|
–
|
|
|
42
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$4.94K
|
–
|
–
|
–
|
|
|
43
|
Headlands Technologies
Chicago,
Illinois
|
$2.61K
|
+$2.75K
|
+75
|
New
|
|
|
44
|
Tower Research Capital (TRC)
New York
|
$2K
|
–
|
–
|
–
|
|
|
45
|
Janiczek Wealth Management
Denver,
Colorado
|
$959
|
–
|
–
|
–
|
|
|
46
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$713
|
+$733
|
+20
|
New
|
|
|
47
|
Global Retirement Partners
San Rafael,
California
|
$643
|
–
|
–
|
–
|
|
|
48
|
Activest Wealth Management
Aventure,
Florida
|
$23
|
–
|
–
|
–
|
|
|
49
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$2M
|
-57,524
|
Closed
|
|
|
50
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.84M
|
-52,868
|
Closed
|
|
