|
51
|
Perigon Wealth Management
San Francisco,
California
|
$315K
|
+$334K
|
+7,250
|
New
|
|
|
52
|
MONECO Advisors
Fairfield,
Connecticut
|
$315K
|
–
|
–
|
–
|
|
|
53
|
J.W. Cole Advisors
Tampa,
Florida
|
$295K
|
+$230
|
+5
|
+0.1%
|
|
|
54
|
Kane Investment Management
Los Gatos,
California
|
$254K
|
+$269K
|
+5,848
|
New
|
|
|
55
|
Belpointe Asset Management
Reno,
Nevada
|
$230K
|
+$243K
|
+5,278
|
New
|
|
|
56
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$225K
|
–
|
–
|
–
|
|
|
57
|
UBS Group
Zurich,
Switzerland
|
$225K
|
+$159K
|
+3,456
|
+202%
|
|
|
58
|
Fidelity Investments
Boston,
Massachusetts
|
$147K
|
+$5.11K
|
+111
|
+3%
|
|
|
59
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$128K
|
+$15.2K
|
+329
|
+13%
|
|
|
60
|
Matthew Hamilton Rosenberg
|
$116K
|
+$80.2K
|
+1,740
|
+186%
|
|
|
61
|
|
$111K
|
+$117K
|
+2,544
|
New
|
|
|
62
|
Advisornet Financial
Minnetonka,
Minnesota
|
$99.6K
|
–
|
–
|
–
|
|
|
63
|
Comerica Bank
Dallas,
Texas
|
$83K
|
–
|
–
|
–
|
|
|
64
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$65.7K
|
+$69.6K
|
+1,510
|
New
|
|
|
65
|
Montag & Associates
Atlanta,
Georgia
|
$41.6K
|
–
|
–
|
–
|
|
|
66
|
Principia Wealth Advisory
Dallas,
Texas
|
$39.3K
|
+$32.5K
|
+705
|
+313%
|
|
|
67
|
AmeriFlex Group
Las Vegas,
Nevada
|
$25.3K
|
+$26.8K
|
+582
|
New
|
|
|
68
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$24.2K
|
+$25.7K
|
+557
|
New
|
|
|
69
|
Principal Securities
Des Moines,
Iowa
|
$23.1K
|
–
|
–
|
–
|
|
|
70
|
Creative Financial Designs
Kokomo,
Indiana
|
$21.5K
|
+$92
|
+2
|
+0.4%
|
|
|
71
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$21.1K
|
+$22.3K
|
+485
|
New
|
|
|
72
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$18K
|
+$19.7K
|
+427
|
New
|
|
|
73
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$13.9K
|
–
|
–
|
–
|
|
|
74
|
Private Trust Company
Cleveland,
Ohio
|
$10.7K
|
+$11.3K
|
+245
|
New
|
|
|
75
|
Spire Wealth Management
Mclean,
Virginia
|
$8.74K
|
+$9.26K
|
+201
|
New
|
|
