|
51
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$749K
|
-$274K
|
-9,517
|
-27%
|
|
|
52
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$715K
|
+$149K
|
+5,192
|
+26%
|
|
|
53
|
|
$644K
|
+$72.4K
|
+2,520
|
+13%
|
|
|
54
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$501K
|
+$74.2K
|
+2,583
|
+17%
|
|
|
55
|
Parallel Advisors
San Francisco,
California
|
$436K
|
+$410K
|
+14,269
|
+1,650%
|
|
|
56
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$423K
|
+$89.6K
|
+3,118
|
+27%
|
|
|
57
|
Citadel Advisors
Miami,
Florida
|
$394K
|
+$393K
|
+13,661
|
New
|
|
|
58
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$303K
|
-$393K
|
-13,685
|
-57%
|
|
|
59
|
Virtue Capital Management
Brentwood,
Tennessee
|
$283K
|
-$299K
|
-10,406
|
-96%
|
|
|
60
|
RDA Financial Network
Akron,
Iowa
|
$282K
|
+$2.44K
|
+85
|
+0.9%
|
|
|
61
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$213K
|
–
|
–
|
–
|
|
|
62
|
Visionary Horizons
Knoxville,
Tennessee
|
$213K
|
+$212K
|
+7,383
|
New
|
|
|
63
|
Meridian Wealth Management
Lexington,
Kentucky
|
$206K
|
-$9.14K
|
-318
|
-4%
|
|
|
64
|
Global Retirement Partners
San Rafael,
California
|
$108K
|
-$4.68K
|
-163
|
-4%
|
|
|
65
|
BOK Financial
Tulsa,
Oklahoma
|
$92.1K
|
-$590K
|
-20,516
|
-87%
|
|
|
66
|
Corient Private Wealth
Miami,
Florida
|
$59.6K
|
+$59.4M
|
+2,065,634
|
New
|
|
|
67
|
Harbour Investments
Madison,
Wisconsin
|
$52.3K
|
–
|
–
|
–
|
|
|
68
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$51.6K
|
–
|
–
|
–
|
|
|
69
|
Private Trust Company
Cleveland,
Ohio
|
$46.8K
|
+$46.7K
|
+1,625
|
New
|
|
|
70
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$27K
|
+$26.9K
|
+935
|
New
|
|
|
71
|
Principal Securities
Des Moines,
Iowa
|
$24.5K
|
–
|
–
|
–
|
|
|
72
|
UBS Group
Zurich,
Switzerland
|
$22.8K
|
+$22.8K
|
+792
|
New
|
|
|
73
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$10K
|
+$10.1K
|
+350
|
New
|
|
|
74
|
FSA Wealth Management
Needham,
Massachusetts
|
$8.91K
|
–
|
–
|
–
|
|
|
75
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$8.65K
|
-$7.36K
|
-256
|
-46%
|
|
