|
26
|
Phocas Financial Corp
Alameda,
California
|
$77.5K
|
+$80.8K
|
+1,360
|
New
|
|
|
27
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$57K
|
–
|
–
|
–
|
|
|
28
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$33.2K
|
+$34.7K
|
+583
|
New
|
|
|
29
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$29.7K
|
+$31K
|
+522
|
New
|
|
|
30
|
Geneos Wealth Management
Englewood,
Colorado
|
$17.1K
|
–
|
–
|
–
|
|
|
31
|
Wells Fargo
San Francisco,
California
|
$8.61K
|
-$59
|
-1
|
-0.7%
|
|
|
32
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$7K
|
-$357
|
-6
|
-5%
|
|
|
33
|
|
$6K
|
+$5.88K
|
+99
|
New
|
|
|
34
|
Biltmore Family Office
Charlotte,
North Carolina
|
$5.7K
|
–
|
–
|
–
|
|
|
35
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$5.7K
|
+$5.94K
|
+100
|
New
|
|
|
36
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$4.33K
|
-$2.73K
|
-46
|
-38%
|
|
|
37
|
First Horizon Advisors
Memphis,
Tennessee
|
$3.93K
|
–
|
–
|
–
|
|
|
38
|
Endurance Wealth Management
Providence,
Rhode Island
|
$3K
|
+$3.63K
|
+61
|
New
|
|
|
39
|
William Blair & Company
Chicago,
Illinois
|
$2.34K
|
–
|
–
|
–
|
|
|
40
|
Belpointe Asset Management
Reno,
Nevada
|
$1.43K
|
+$1.49K
|
+25
|
New
|
|
|
41
|
Fulcrum Equity Management
Plano,
Texas
|
–
|
-$2.55M
|
-46,173
|
Closed
|
|
|
42
|
PCG Wealth Advisors
Overland Park,
Kansas
|
–
|
-$319K
|
-5,748
|
Closed
|
|
|
43
|
Nations Financial Group
Cedar Rapids,
Iowa
|
–
|
-$248K
|
-4,497
|
Closed
|
|
|
44
|
|
–
|
-$236K
|
-4,270
|
Closed
|
|
|
45
|
National Bank of Canada
Montreal,
Quebec, Canada
|
–
|
-$15K
|
-271
|
Closed
|
|
|
46
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
–
|
-$5K
|
-95
|
Closed
|
|
