|
26
|
|
$201K
|
+$189K
|
+6,046
|
New
|
|
|
27
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$180K
|
-$292K
|
-9,347
|
-63%
|
|
|
28
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$123K
|
+$116K
|
+3,708
|
New
|
|
|
29
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$101K
|
–
|
–
|
–
|
|
|
30
|
William Blair & Company
Chicago,
Illinois
|
$58.2K
|
–
|
–
|
–
|
|
|
31
|
Farther Finance Advisors
San Francisco,
California
|
$55.6K
|
–
|
–
|
–
|
|
|
32
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$31.4K
|
+$29.4K
|
+944
|
New
|
|
|
33
|
IFP Advisors
Tampa,
Florida
|
$17.5K
|
–
|
–
|
–
|
|
|
34
|
Creative Financial Designs
Kokomo,
Indiana
|
$14.4K
|
+$13.5K
|
+432
|
New
|
|
|
35
|
Harvest Fund Management
Beijing,
China
|
$12K
|
–
|
–
|
–
|
|
|
36
|
Steward Partners Investment Advisory
New York
|
$10.8K
|
+$10.1K
|
+325
|
New
|
|
|
37
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$9.5K
|
–
|
–
|
–
|
|
|
38
|
WestEnd Advisors
Charlotte,
North Carolina
|
$3.06K
|
–
|
–
|
–
|
|
|
39
|
US Bancorp
Minneapolis,
Minnesota
|
$2.99K
|
-$1.81K
|
-58
|
-39%
|
|
|
40
|
|
$698
|
+$655
|
+21
|
New
|
|
|
41
|
Wells Fargo
San Francisco,
California
|
$31
|
-$9.61K
|
-308
|
-100%
|
|
|
42
|
Prospera Financial Services
Dallas,
Texas
|
–
|
-$2.86M
|
-98,092
|
Closed
|
|
|
43
|
|
–
|
-$2.04M
|
-69,905
|
Closed
|
|
|
44
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$1.54M
|
-52,809
|
Closed
|
|
|
45
|
Perigon Wealth Management
San Francisco,
California
|
–
|
-$797K
|
-27,308
|
Closed
|
|
|
46
|
Mirae Asset Global Investments
Seoul,
South Korea
|
–
|
-$477K
|
-16,363
|
Closed
|
|
|
47
|
NewEdge Advisors
New Orleans,
Louisiana
|
–
|
-$364K
|
-12,075
|
Closed
|
|
|
48
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$14.3K
|
-490
|
Closed
|
|
|
49
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$1.6K
|
-55
|
Closed
|
|
|
50
|
|
–
|
-$50
|
-1
|
Closed
|
|
