|
51
|
Concentric Wealth Management
Lafayette,
California
|
$273K
|
–
|
–
|
–
|
|
|
52
|
Arete Wealth Advisors
Chicago,
Illinois
|
$270K
|
-$32.8K
|
-962
|
-12%
|
|
|
53
|
Tidal Investments
Milwaukee,
Wisconsin
|
$270K
|
+$2.04K
|
+60
|
+0.9%
|
|
|
54
|
Western Wealth Management
Golden,
Colorado
|
$259K
|
–
|
–
|
–
|
|
|
55
|
Wealthgate Family Office
Boulder,
Colorado
|
$252K
|
–
|
–
|
–
|
|
|
56
|
Centurion Wealth Management
Mclean,
Virginia
|
$240K
|
+$209K
|
+6,131
|
New
|
|
|
57
|
Equitable Holdings
New York
|
$236K
|
-$16.6K
|
-486
|
-7%
|
|
|
58
|
Prospera Financial Services
Dallas,
Texas
|
$236K
|
-$55.3K
|
-1,624
|
-21%
|
|
|
59
|
Kestra Advisory Services
Austin,
Texas
|
$217K
|
-$76.7K
|
-2,251
|
-29%
|
|
|
60
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$135K
|
-$681
|
-20
|
-0.6%
|
|
|
61
|
Comerica Bank
Dallas,
Texas
|
$133K
|
+$477
|
+14
|
+0.4%
|
|
|
62
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$91.6K
|
+$79.6K
|
+2,335
|
New
|
|
|
63
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$83.9K
|
-$681
|
-20
|
-0.9%
|
|
|
64
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$79K
|
-$409
|
-12
|
-0.6%
|
|
|
65
|
Whittier Trust
South Pasadena,
California
|
$67.1K
|
–
|
–
|
–
|
|
|
66
|
Farther Finance Advisors
San Francisco,
California
|
$54.7K
|
–
|
–
|
–
|
|
|
67
|
Brown Brothers Harriman & Co
New York
|
$53.4K
|
+$46.4K
|
+1,362
|
New
|
|
|
68
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$52K
|
+$8.42K
|
+247
|
+23%
|
|
|
69
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$44K
|
-$17.9K
|
-525
|
-32%
|
|
|
70
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$39.8K
|
+$1.7K
|
+50
|
+5%
|
|
|
71
|
ORG Partners
Roanoke,
Indiana
|
$36.7K
|
–
|
–
|
–
|
|
|
72
|
Geneos Wealth Management
Englewood,
Colorado
|
$26.9K
|
-$579
|
-17
|
-2%
|
|
|
73
|
International Assets Investment Management
Orlando,
Florida
|
$25.5K
|
+$22.1K
|
+650
|
New
|
|
|
74
|
Tower Research Capital (TRC)
New York
|
$23.7K
|
-$1.02K
|
-30
|
-5%
|
|
|
75
|
Wells Fargo
San Francisco,
California
|
$23.5K
|
+$16.4K
|
+482
|
+408%
|
|
