|
26
|
|
$378K
|
-$142K
|
-3,390
|
-29%
|
|
|
27
|
Commerce Bank
Kansas City,
Missouri
|
$365K
|
–
|
–
|
–
|
|
|
28
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$363K
|
-$126K
|
-3,013
|
-27%
|
|
|
29
|
Wells Fargo
San Francisco,
California
|
$362K
|
+$6.67K
|
+159
|
+2%
|
|
|
30
|
KCM Investment Advisors
Greenbrae,
California
|
$361K
|
+$126
|
+3
|
+0%
|
|
|
31
|
Comerica Bank
Dallas,
Texas
|
$358K
|
-$87.1K
|
-2,077
|
-21%
|
|
|
32
|
Kestra Advisory Services
Austin,
Texas
|
$324K
|
-$6K
|
-143
|
-2%
|
|
|
33
|
Retirement Capital Strategies
San Jose,
California
|
$317K
|
+$295K
|
+7,026
|
New
|
|
|
34
|
Envestnet Asset Management
Chicago,
Illinois
|
$313K
|
-$18.7K
|
-447
|
-6%
|
|
|
35
|
Raymond James & Associates
St Petersburg,
Florida
|
$259K
|
-$41.8K
|
-996
|
-15%
|
|
|
36
|
LexAurum Advisors
Overland Park,
Kansas
|
$247K
|
-$45.5K
|
-1,086
|
-17%
|
|
|
37
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$245K
|
-$46.6K
|
-1,112
|
-17%
|
|
|
38
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$241K
|
-$42
|
-1
|
-0%
|
|
|
39
|
Albion Financial Group
Salt Lake City,
Utah
|
$160K
|
–
|
–
|
–
|
|
|
40
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$126K
|
-$4.15K
|
-99
|
-3%
|
|
|
41
|
Washington Trust
Westerly,
Rhode Island
|
$122K
|
–
|
–
|
–
|
|
|
42
|
WealthCollab
Bellevue,
Washington
|
$120K
|
–
|
–
|
–
|
|
|
43
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$100K
|
-$1.51K
|
-36
|
-2%
|
|
|
44
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$95.7K
|
+$5.87K
|
+140
|
+7%
|
|
|
45
|
Townsend Asset Management
Raleigh,
North Carolina
|
$76.7K
|
+$210
|
+5
|
+0.3%
|
|
|
46
|
Fidelity Investments
Boston,
Massachusetts
|
$68.3K
|
+$16.4K
|
+391
|
+35%
|
|
|
47
|
BNP Paribas Financial Markets
Paris,
France
|
$61K
|
–
|
–
|
–
|
|
|
48
|
WealthShield Partners
Cary,
North Carolina
|
$49.8K
|
–
|
–
|
–
|
|
|
49
|
HM Payson & Co
Portland,
Maine
|
$46K
|
–
|
–
|
–
|
|
|
50
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$44.4K
|
-$9.02K
|
-215
|
-18%
|
|
