|
51
|
Triad Wealth Partners
Lawrence,
Kansas
|
$265K
|
+$248K
|
+3,845
|
New
|
|
|
52
|
TIAA-CREF Individual & Institutional Services
New York
|
$230K
|
–
|
–
|
–
|
|
|
53
|
Fiduciary Financial Group
San Rafael,
California
|
$202K
|
+$196K
|
+3,040
|
New
|
|
|
54
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$165K
|
+$13.4K
|
+208
|
+9%
|
|
|
55
|
Raffa Wealth Management
Washington,
District of Columbia
|
$158K
|
+$258
|
+4
|
+0.2%
|
|
|
56
|
Farther Finance Advisors
San Francisco,
California
|
$148K
|
+$7.42K
|
+115
|
+5%
|
|
|
57
|
EP Wealth Advisors
Torrance,
California
|
$135K
|
+$131K
|
+2,028
|
New
|
|
|
58
|
Concord Wealth Partners
Abingdon,
Virginia
|
$133K
|
+$129K
|
+2,004
|
New
|
|
|
59
|
Wellington-Altus USA
Winnipeg, Manitoba,
Manitoba, Canada
|
$113K
|
-$199K
|
-3,090
|
-62%
|
|
|
60
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$97.4K
|
+$94.5K
|
+1,465
|
New
|
|
|
61
|
UBS Group
Zurich,
Switzerland
|
$82.2K
|
+$63.9K
|
+991
|
+404%
|
|
|
62
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$44.4K
|
+$43.1K
|
+668
|
New
|
|
|
63
|
CoreCap Advisors
Southfield,
Michigan
|
$42.8K
|
+$41.5K
|
+643
|
New
|
|
|
64
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$15K
|
–
|
–
|
–
|
|
|
65
|
Advisornet Financial
Minnetonka,
Minnesota
|
$11.4K
|
+$65
|
+1
|
+0.6%
|
|
|
66
|
Global Retirement Partners
San Rafael,
California
|
$10.6K
|
+$10.3K
|
+160
|
New
|
|
|
67
|
|
$4.7K
|
+$4.58K
|
+71
|
New
|
|
|
68
|
IFG Advisory
Atlanta,
Georgia
|
$4.67K
|
+$4.52K
|
+70
|
New
|
|
|
69
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$2.79K
|
–
|
–
|
–
|
|
|
70
|
Horizon Investments
Charlotte,
North Carolina
|
$1.4K
|
+$1.35K
|
+21
|
New
|
|
|
71
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.19K
|
+$1.16K
|
+18
|
New
|
|
|
72
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$333
|
–
|
–
|
–
|
|
|
73
|
Osaic Holdings
Scottsdale,
Arizona
|
$266
|
+$258
|
+4
|
New
|
|
|
74
|
Daytona Street Capital
Saint Louis,
Missouri
|
–
|
-$324K
|
-6,644
|
Closed
|
|
|
75
|
Silver Grove Financial Group
Orchard Park,
New York
|
–
|
-$76K
|
-1,281
|
Closed
|
|
