|
51
|
Geneos Wealth Management
Englewood,
Colorado
|
$500K
|
-$36.4K
|
-1,673
|
-7%
|
|
|
52
|
Comerica Bank
Dallas,
Texas
|
$385K
|
+$12.7K
|
+585
|
+3%
|
|
|
53
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$357K
|
+$359K
|
+16,527
|
New
|
|
|
54
|
GeoWealth Management
Chicago,
Illinois
|
$357K
|
+$359K
|
+16,527
|
New
|
|
|
55
|
Mariner
Overland Park,
Kansas
|
$262K
|
+$9.15K
|
+421
|
+4%
|
|
|
56
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$247K
|
+$248K
|
+11,430
|
New
|
|
|
57
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$242K
|
+$158K
|
+7,284
|
+186%
|
|
|
58
|
Truist Financial
Charlotte,
North Carolina
|
$227K
|
–
|
–
|
–
|
|
|
59
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$212K
|
+$213K
|
+9,783
|
New
|
|
|
60
|
IFP Advisors
Tampa,
Florida
|
$175K
|
-$43.7K
|
-2,011
|
-20%
|
|
|
61
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$118K
|
–
|
–
|
–
|
|
|
62
|
Kestra Advisory Services
Austin,
Texas
|
$78.3K
|
+$78.7K
|
+3,620
|
New
|
|
|
63
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$44.8K
|
–
|
–
|
–
|
|
|
64
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$41K
|
–
|
–
|
–
|
|
|
65
|
Root Financial Partners
Encinitas,
California
|
$37K
|
-$500
|
-23
|
-1%
|
|
|
66
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$31.2K
|
-$304
|
-14
|
-1%
|
|
|
67
|
Signature Equity Partners
Columbus,
Ohio
|
$23.1K
|
+$23.2K
|
+1,068
|
New
|
|
|
68
|
International Assets Investment Management
Orlando,
Florida
|
$19.3K
|
+$19.4K
|
+892
|
New
|
|
|
69
|
UBS Group
Zurich,
Switzerland
|
$19.2K
|
+$5.37K
|
+247
|
+39%
|
|
|
70
|
Global Retirement Partners
San Rafael,
California
|
$19K
|
-$348
|
-16
|
-2%
|
|
|
71
|
Rossby Financial
Melbourne,
Florida
|
$17K
|
+$239
|
+11
|
+1%
|
|
|
72
|
Dunhill Financial
London,
United Kingdom
|
$16K
|
–
|
–
|
–
|
|
|
73
|
AE Wealth Management
Topeka,
Kansas
|
$3.01K
|
+$3.02K
|
+139
|
New
|
|
|
74
|
Farther Finance Advisors
San Francisco,
California
|
$2.92K
|
–
|
–
|
–
|
|
|
75
|
|
–
|
-$6.15M
|
-283,257
|
Closed
|
|
