|
126
|
CreativeOne Wealth
Overland Park,
Kansas
|
$8.08M
|
-$20.4K
|
-239
|
-0.3%
|
|
|
127
|
Rinkey Investments
San Diego,
California
|
$7.93M
|
+$1.26M
|
+14,798
|
+19%
|
|
|
128
|
J. Safra Asset Management
New York
|
$7.83M
|
+$147K
|
+1,728
|
+2%
|
|
|
129
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.69M
|
-$2.55M
|
-29,844
|
-25%
|
|
|
130
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$7.39M
|
+$838K
|
+9,819
|
+13%
|
|
|
131
|
Trek Financial
Scottsdale,
Arizona
|
$7.28M
|
-$2.4M
|
-28,087
|
-25%
|
|
|
132
|
Stevens Capital Management
Radnor,
Pennsylvania
|
$7.16M
|
+$7.06M
|
+82,700
|
New
|
|
|
133
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$6.99M
|
+$546K
|
+6,400
|
+9%
|
|
|
134
|
WealthSource Partners
San Luis Obispo,
California
|
$6.93M
|
-$189K
|
-2,209
|
-3%
|
|
|
135
|
Foster & Motley
Cincinnati,
Ohio
|
$6.75M
|
-$498K
|
-5,837
|
-7%
|
|
|
136
|
SG Americas Securities
New York
|
$6.32M
|
-$15.2M
|
-177,831
|
-71%
|
|
|
137
|
|
$6.32M
|
+$402K
|
+4,711
|
+7%
|
|
|
138
|
Omega Financial Group
Santa Barbara,
California
|
$6.28M
|
-$73.6K
|
-862
|
-1%
|
|
|
139
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$6.23M
|
-$48.8K
|
-572
|
-0.8%
|
|
|
140
|
Fidelity Investments
Boston,
Massachusetts
|
$6.22M
|
+$563K
|
+6,600
|
+10%
|
|
|
141
|
Idaho Trust Bank
Boise,
Idaho
|
$6.17M
|
+$6.09M
|
+71,333
|
New
|
|
|
142
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$6.12M
|
+$416K
|
+4,871
|
+7%
|
|
|
143
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$6.03M
|
-$4.91M
|
-57,568
|
-45%
|
|
|
144
|
Venturi Wealth Management
Austin,
Texas
|
$5.97M
|
-$6.1M
|
-71,439
|
-51%
|
|
|
145
|
|
$5.96M
|
–
|
–
|
–
|
|
|
146
|
J2 Capital Management
Troy,
Michigan
|
$5.86M
|
+$4.82M
|
+56,433
|
+498%
|
|
|
147
|
Mercer Global Advisors
Denver,
Colorado
|
$5.8M
|
+$571K
|
+6,695
|
+11%
|
|
|
148
|
Avantax Advisory Services
Dallas,
Texas
|
$5.72M
|
-$40.3K
|
-472
|
-0.7%
|
|
|
149
|
MA Private Wealth
San Carlos,
California
|
$5.66M
|
+$23.5K
|
+275
|
+0.4%
|
|
|
150
|
Atria Wealth Solutions
New York
|
$5.56M
|
-$826K
|
-9,678
|
-13%
|
|
