|
26
|
Colorado Capital Management
Boulder,
Colorado
|
$303K
|
–
|
–
|
–
|
|
|
27
|
Bank Pictet & Cie (Asia)
Singapore
|
$296K
|
–
|
–
|
–
|
|
|
28
|
Wells Fargo
San Francisco,
California
|
$290K
|
-$1.08M
|
-16,311
|
-77%
|
|
|
29
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$284K
|
–
|
–
|
–
|
|
|
30
|
Truist Financial
Charlotte,
North Carolina
|
$283K
|
-$13.2K
|
-200
|
-4%
|
|
|
31
|
Certuity
North Palm Beach,
Florida
|
$258K
|
–
|
–
|
–
|
|
|
32
|
American Portfolios Advisors
Holbrook,
New York
|
$255K
|
+$66
|
+1
|
+0%
|
|
|
33
|
Avantax Planning Partners
Dubuque,
Iowa
|
$243K
|
–
|
–
|
–
|
|
|
34
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$214K
|
–
|
–
|
–
|
|
|
35
|
Steward Partners Investment Advisory
New York
|
$213K
|
+$155K
|
+2,354
|
+190%
|
|
|
36
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$201K
|
–
|
–
|
–
|
|
|
37
|
US Bancorp
Minneapolis,
Minnesota
|
$133K
|
–
|
–
|
–
|
|
|
38
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$114K
|
–
|
–
|
–
|
|
|
39
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$72.2K
|
-$13.7K
|
-207
|
-15%
|
|
|
40
|
Franklin Resources
San Mateo,
California
|
$59K
|
–
|
–
|
–
|
|
|
41
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$52K
|
–
|
–
|
–
|
|
|
42
|
Spire Wealth Management
Mclean,
Virginia
|
$36K
|
+$132
|
+2
|
+0.3%
|
|
|
43
|
Blue Trust Inc
Alpharetta,
Georgia
|
$32K
|
+$28.7K
|
+435
|
New
|
|
|
44
|
West Branch Capital
Amherst,
Massachusetts
|
$30K
|
–
|
–
|
–
|
|
|
45
|
Fidelity Investments
Boston,
Massachusetts
|
$28K
|
–
|
–
|
–
|
|
|
46
|
Castle Wealth Management
West Palm Beach,
Florida
|
$28K
|
+$30.9K
|
+468
|
New
|
|
|
47
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$24K
|
+$3.3K
|
+50
|
+14%
|
|
|
48
|
Solstein Capital
Menlo Park,
California
|
$20K
|
–
|
–
|
–
|
|
|
49
|
CX Institutional
Auburn,
Indiana
|
$20K
|
+$22.6K
|
+343
|
New
|
|
|
50
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$18K
|
+$5.15K
|
+78
|
+35%
|
|
