|
26
|
First American Trust
Santa Ana,
California
|
$226K
|
+$208K
|
+268
|
New
|
|
|
27
|
Fort Point Capital Partners
San Francisco,
California
|
$213K
|
+$196K
|
+252
|
New
|
|
|
28
|
Empirical Wealth Management
Seattle,
Washington
|
$207K
|
+$191K
|
+246
|
New
|
|
|
29
|
LPL Financial
San Diego,
California
|
$205K
|
+$189K
|
+243
|
New
|
|
|
30
|
Truepoint Inc
Cincinnati,
Ohio
|
$203K
|
+$187K
|
+241
|
New
|
|
|
31
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$203K
|
+$187K
|
+241
|
New
|
|
|
32
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$143K
|
–
|
–
|
–
|
|
|
33
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$84.3K
|
–
|
–
|
–
|
|
|
34
|
Washington Trust
Westerly,
Rhode Island
|
$77.6K
|
–
|
–
|
–
|
|
|
35
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$58.2K
|
–
|
–
|
–
|
|
|
36
|
UBS Group
Zurich,
Switzerland
|
$56.5K
|
+$33.4K
|
+43
|
+179%
|
|
|
37
|
Register Financial Advisors
Atlanta,
Georgia
|
$48.1K
|
+$44.3K
|
+57
|
New
|
|
|
38
|
Farther Finance Advisors
San Francisco,
California
|
$45.4K
|
+$41.9K
|
+54
|
New
|
|
|
39
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$42.2K
|
–
|
–
|
–
|
|
|
40
|
Bank of America
Charlotte,
North Carolina
|
$1.66K
|
–
|
–
|
–
|
|
|
41
|
Flow Traders U.S.
New York
|
–
|
-$452K
|
-650
|
Closed
|
|
|
42
|
Arete Wealth Advisors
Chicago,
Illinois
|
–
|
-$223K
|
-321
|
Closed
|
|
|
43
|
Meridian Wealth Management
Lexington,
Kentucky
|
–
|
-$218K
|
-314
|
Closed
|
|
|
44
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$205K
|
-274
|
Closed
|
|
|
45
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$12.5K
|
-18
|
Closed
|
|
