|
51
|
Mariner
Overland Park,
Kansas
|
$201K
|
+$225K
|
+5,033
|
New
|
|
|
52
|
Wells Fargo
San Francisco,
California
|
$160K
|
-$16.5K
|
-370
|
-8%
|
|
|
53
|
Rockefeller Capital Management
New York
|
$152K
|
+$40.5K
|
+906
|
+31%
|
|
|
54
|
IFP Advisors
Tampa,
Florida
|
$148K
|
+$3.26K
|
+73
|
+2%
|
|
|
55
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$128K
|
+$13K
|
+291
|
+10%
|
|
|
56
|
American Portfolios Advisors
Holbrook,
New York
|
$124K
|
+$715
|
+16
|
+0.5%
|
|
|
57
|
UBS Group
Zurich,
Switzerland
|
$117K
|
+$131K
|
+2,932
|
New
|
|
|
58
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$102K
|
+$46.9K
|
+1,051
|
+70%
|
|
|
59
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$94K
|
+$88.4K
|
+1,980
|
+529%
|
|
|
60
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$76K
|
–
|
–
|
–
|
|
|
61
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$70K
|
+$77.7K
|
+1,740
|
New
|
|
|
62
|
GeoWealth Management
Chicago,
Illinois
|
$43K
|
+$46.8K
|
+1,048
|
New
|
|
|
63
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$28K
|
–
|
–
|
–
|
|
|
64
|
Covington Capital Management
Los Angeles,
California
|
$21K
|
–
|
–
|
–
|
|
|
65
|
Spire Wealth Management
Mclean,
Virginia
|
$10K
|
-$8.4K
|
-188
|
-44%
|
|
|
66
|
Geneos Wealth Management
Englewood,
Colorado
|
$8K
|
–
|
–
|
–
|
|
|
67
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$7.2K
|
–
|
–
|
–
|
|
|
68
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$7K
|
+$8.26K
|
+185
|
New
|
|
|
69
|
|
$6.08K
|
+$6.79K
|
+152
|
New
|
|
|
70
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6K
|
–
|
–
|
–
|
|
|
71
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
|
72
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$3.2K
|
+$3.57K
|
+80
|
New
|
|
|
73
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$1K
|
+$1.07K
|
+24
|
New
|
|
|
74
|
Principle Wealth Partners
Madison,
Connecticut
|
$222
|
–
|
–
|
–
|
|
|
75
|
Lincoln National Corp
Radnor,
Pennsylvania
|
–
|
-$1.25M
|
-28,926
|
Closed
|
|
