|
26
|
GeoWealth Management
Chicago,
Illinois
|
$371K
|
+$373K
|
+18,066
|
New
|
|
|
27
|
|
$287K
|
+$289K
|
+14,001
|
New
|
|
|
28
|
|
$252K
|
-$4.36K
|
-211
|
-2%
|
|
|
29
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$244K
|
+$246K
|
+11,915
|
New
|
|
|
30
|
Aprio Wealth Management
Atlanta,
Georgia
|
$226K
|
+$434
|
+21
|
+0.2%
|
|
|
31
|
Total Investment Management
Scottsdale,
Arizona
|
$208K
|
-$46.1K
|
-2,232
|
-18%
|
|
|
32
|
Comerica Bank
Dallas,
Texas
|
$157K
|
+$8.37K
|
+405
|
+6%
|
|
|
33
|
Key Financial Inc
West Chester,
Pennsylvania
|
$53.8K
|
–
|
–
|
–
|
|
|
34
|
|
$39.2K
|
+$7.07K
|
+342
|
+22%
|
|
|
35
|
Farther Finance Advisors
San Francisco,
California
|
$37.9K
|
-$4.92K
|
-238
|
-11%
|
|
|
36
|
Jones Financial Companies
Des Peres,
Missouri
|
$29.1K
|
+$29.3K
|
+1,420
|
New
|
|
|
37
|
AssetMark Inc
Concord,
California
|
$27.3K
|
+$27.5K
|
+1,329
|
New
|
|
|
38
|
Webster Bank
Waterbury,
Connecticut
|
$21.6K
|
–
|
–
|
–
|
|
|
39
|
International Assets Investment Management
Orlando,
Florida
|
$15.5K
|
+$15.6K
|
+757
|
New
|
|
|
40
|
MAI Capital Management
Independence,
Ohio
|
$6.18K
|
+$6.22K
|
+301
|
New
|
|
|
41
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$5.5K
|
–
|
–
|
–
|
|
|
42
|
Dunhill Financial
London,
United Kingdom
|
$3.98K
|
–
|
–
|
–
|
|
|
43
|
IFP Advisors
Tampa,
Florida
|
$3.9K
|
+$41
|
+2
|
+1%
|
|
|
44
|
Root Financial Partners
Encinitas,
California
|
$3.47K
|
–
|
–
|
–
|
|
|
45
|
AE Wealth Management
Topeka,
Kansas
|
$3.02K
|
–
|
–
|
–
|
|
|
46
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$2.56K
|
–
|
–
|
–
|
|
|
47
|
|
–
|
-$446K
|
-21,630
|
Closed
|
|
|
48
|
Wells Fargo
San Francisco,
California
|
–
|
-$37.3K
|
-1,808
|
Closed
|
|
|
49
|
UBS Group
Zurich,
Switzerland
|
–
|
-$9.29K
|
-450
|
Closed
|
|
