|
26
|
XTX Topco
George Town,
Cayman Islands
|
$229K
|
-$39.2K
|
-3,846
|
-14%
|
|
|
27
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$208K
|
-$1.18K
|
-116
|
-0.6%
|
|
|
28
|
|
$194K
|
–
|
–
|
–
|
|
|
29
|
|
$140K
|
-$439K
|
-43,069
|
-76%
|
|
|
30
|
Astoria Portfolio Advisors
New York
|
$134K
|
+$1.47K
|
+144
|
+1%
|
|
|
31
|
UBS Group
Zurich,
Switzerland
|
$126K
|
–
|
–
|
–
|
|
|
32
|
Closed-End Fund Advisors
Richmond,
Virginia
|
$121K
|
+$123K
|
+12,041
|
New
|
|
|
33
|
M&T Bank
Buffalo,
New York
|
$118K
|
–
|
–
|
–
|
|
|
34
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$101K
|
+$103K
|
+10,051
|
New
|
|
|
35
|
Advisornet Financial
Minnetonka,
Minnesota
|
$58.6K
|
-$1.94K
|
-190
|
-3%
|
|
|
36
|
Osaic Holdings
Scottsdale,
Arizona
|
$42.9K
|
-$19.2K
|
-1,884
|
-31%
|
|
|
37
|
Webster Bank
Waterbury,
Connecticut
|
$27.6K
|
–
|
–
|
–
|
|
|
38
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$27.5K
|
–
|
–
|
–
|
|
|
39
|
Rockefeller Capital Management
New York
|
$23.5K
|
+$16.9K
|
+1,661
|
+247%
|
|
|
40
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23K
|
+$23K
|
+2,251
|
New
|
|
|
41
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$20.4K
|
–
|
–
|
–
|
|
|
42
|
Compass Financial Management
Tampa,
Florida
|
$2.27K
|
+$2.31K
|
+226
|
New
|
|
|
43
|
Highline Wealth Partners
Sherman Oaks,
California
|
$1.51K
|
–
|
–
|
–
|
|
|
44
|
Swan Capital
Pensacola,
Florida
|
$1.01K
|
–
|
–
|
–
|
|
|
45
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$655
|
+$663
|
+65
|
New
|
|
|
46
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$363
|
+$367
|
+36
|
New
|
|
|
47
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$192
|
+$194
|
+19
|
New
|
|
|
48
|
Wells Fargo
San Francisco,
California
|
$16
|
+$10
|
+1
|
+100%
|
|
|
49
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
–
|
-$944K
|
-100,000
|
Closed
|
|
|
50
|
|
–
|
-$478K
|
-50,678
|
Closed
|
|
