|
26
|
Stifel Financial
St. Louis,
Missouri
|
$530K
|
-$8.29K
|
-209
|
-2%
|
|
|
27
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$430K
|
-$2.38K
|
-60
|
-0.5%
|
|
|
28
|
Rockefeller Capital Management
New York
|
$364K
|
–
|
–
|
–
|
|
|
29
|
M Holdings Securities
Portland,
Oregon
|
$353K
|
-$7.9M
|
-199,035
|
-96%
|
|
|
30
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$341K
|
-$2.98K
|
-75
|
-0.9%
|
|
|
31
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$263K
|
-$4.84K
|
-122
|
-2%
|
|
|
32
|
D.A. Davidson & Co
Great Falls,
Montana
|
$263K
|
–
|
–
|
–
|
|
|
33
|
Lockerman Financial Group
Newport Beach,
California
|
$250K
|
-$2.42K
|
-61
|
-0.9%
|
|
|
34
|
Raymond James & Associates
St Petersburg,
Florida
|
$246K
|
+$1.19K
|
+30
|
+0.5%
|
|
|
35
|
American Trust
Lexington,
Kentucky
|
$207K
|
+$273K
|
+6,880
|
New
|
|
|
36
|
|
$177K
|
+$179K
|
+4,513
|
New
|
|
|
37
|
Advisory Services Network
Atlanta,
Georgia
|
$161K
|
+$163K
|
+4,104
|
New
|
|
|
38
|
Geneos Wealth Management
Englewood,
Colorado
|
$131K
|
–
|
–
|
–
|
|
|
39
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$117K
|
–
|
–
|
–
|
|
|
40
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$102K
|
–
|
–
|
–
|
|
|
41
|
Harbour Investments
Madison,
Wisconsin
|
$68.4K
|
-$6.35K
|
-160
|
-8%
|
|
|
42
|
Belpointe Asset Management
Reno,
Nevada
|
$65K
|
+$65.7K
|
+1,656
|
New
|
|
|
43
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$41K
|
-$89.7K
|
-2,261
|
-68%
|
|
|
44
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$29.6K
|
–
|
–
|
–
|
|
|
45
|
Fidelity Investments
Boston,
Massachusetts
|
$25.9K
|
+$9.88K
|
+249
|
+61%
|
|
|
46
|
Glassman Wealth Services
Vienna,
Virginia
|
$25.7K
|
–
|
–
|
–
|
|
|
47
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$23.5K
|
-$53K
|
-1,335
|
-69%
|
|
|
48
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$21.6K
|
–
|
–
|
–
|
|
|
49
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$13K
|
–
|
–
|
–
|
|
|
50
|
Global Retirement Partners
San Rafael,
California
|
$11.6K
|
–
|
–
|
–
|
|
