|
51
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$209K
|
–
|
–
|
–
|
|
|
52
|
Rockefeller Capital Management
New York
|
$181K
|
+$324
|
+15
|
+0.2%
|
|
|
53
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$164K
|
+$40.9K
|
+1,894
|
+31%
|
|
|
54
|
Axiom Investment Management
New York
|
$118K
|
+$125K
|
+5,795
|
New
|
|
|
55
|
Harbour Investments
Madison,
Wisconsin
|
$90.9K
|
+$13K
|
+600
|
+16%
|
|
|
56
|
Global Assets Advisory
Orlando,
Florida
|
$40.8K
|
+$43.2K
|
+2,000
|
New
|
|
|
57
|
Farther Finance Advisors
San Francisco,
California
|
$33.1K
|
–
|
–
|
–
|
|
|
58
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$27.6K
|
+$4.34K
|
+201
|
+17%
|
|
|
59
|
Central Trust Company
Jefferson City,
Missouri
|
$20.4K
|
–
|
–
|
–
|
|
|
60
|
Jones Financial Companies
Des Peres,
Missouri
|
$18.9K
|
+$20.7K
|
+960
|
New
|
|
|
61
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$18.4K
|
+$19.4K
|
+900
|
New
|
|
|
62
|
Advisornet Financial
Minnetonka,
Minnesota
|
$13.4K
|
+$259
|
+12
|
+2%
|
|
|
63
|
Strategic Wealth Partners
Independence,
Ohio
|
$8.2K
|
–
|
–
|
–
|
|
|
64
|
|
$5.89K
|
–
|
–
|
–
|
|
|
65
|
Key Financial Inc
West Chester,
Pennsylvania
|
$4.45K
|
–
|
–
|
–
|
|
|
66
|
Cornerstone Advisors
Asheville,
North Carolina
|
–
|
-$1.74M
|
-79,226
|
Closed
|
|
|
67
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
–
|
-$1.11M
|
-50,242
|
Closed
|
|
|
68
|
Atomi Financial Group
New York
|
–
|
-$687K
|
-31,217
|
Closed
|
|
|
69
|
West Bancorporation
West Des Moines,
Iowa
|
–
|
-$266K
|
-12,096
|
Closed
|
|
|
70
|
Stifel Financial
St. Louis,
Missouri
|
–
|
-$224K
|
-10,185
|
Closed
|
|
|
71
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
–
|
-$224K
|
-10,164
|
Closed
|
|
|
72
|
CoreCap Advisors
Southfield,
Michigan
|
–
|
-$24.2K
|
-1,100
|
Closed
|
|
|
73
|
Navalign LLC
Encino,
California
|
–
|
-$17.3K
|
-786
|
Closed
|
|
|
74
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$9.16K
|
-416
|
Closed
|
|
|
75
|
Frazier Financial Advisors
Columbus,
Ohio
|
–
|
-$551
|
-25
|
Closed
|
|
