|
51
|
Atria Investments
Charlotte,
North Carolina
|
$278K
|
+$7.45K
|
+179
|
+3%
|
|
|
52
|
UMB Bank
Kansas City,
Missouri
|
$222K
|
+$223K
|
+5,367
|
New
|
|
|
53
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$214K
|
+$215K
|
+5,173
|
New
|
|
|
54
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$203K
|
+$205K
|
+4,936
|
New
|
|
|
55
|
EFG International
Zurich,
|
$203K
|
+$204K
|
+4,901
|
New
|
|
|
56
|
Lantern Wealth Advisors
Melville,
New York
|
$202K
|
+$204K
|
+4,893
|
New
|
|
|
57
|
Founders Financial Securities
Towson,
Maryland
|
$201K
|
+$202K
|
+4,854
|
New
|
|
|
58
|
Allworth Financial
Folsom,
California
|
$170K
|
+$291
|
+7
|
+0.2%
|
|
|
59
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$94K
|
+$94.7K
|
+2,276
|
New
|
|
|
60
|
Rockefeller Capital Management
New York
|
$77.1K
|
–
|
–
|
–
|
|
|
61
|
Wells Fargo
San Francisco,
California
|
$72.9K
|
+$73.4K
|
+1,764
|
New
|
|
|
62
|
SOA Wealth Advisors
New York
|
$53.7K
|
+$541
|
+13
|
+1%
|
|
|
63
|
GeoWealth Management
Chicago,
Illinois
|
$41K
|
+$291
|
+7
|
+0.7%
|
|
|
64
|
Fidelity Investments
Boston,
Massachusetts
|
$30.6K
|
–
|
–
|
–
|
|
|
65
|
Aventura Private Wealth
Aventura,
Florida
|
$28.4K
|
+$28.6K
|
+687
|
New
|
|
|
66
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17.4K
|
–
|
–
|
–
|
|
|
67
|
Harbour Investments
Madison,
Wisconsin
|
$12K
|
-$83
|
-2
|
-0.7%
|
|
|
68
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$8.14K
|
–
|
–
|
–
|
|
|
69
|
|
$3.17K
|
-$27.7K
|
-666
|
-90%
|
|
|
70
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$3.02K
|
+$3.04K
|
+73
|
New
|
|
|
71
|
Silver Grove Financial Group
Orchard Park,
New York
|
$2.63K
|
+$2.66K
|
+64
|
New
|
|
|
72
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$909
|
–
|
–
|
–
|
|
|
73
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$44
|
–
|
–
|
–
|
|
|
74
|
Magnus Financial Group
New York
|
–
|
-$749K
|
-18,037
|
Closed
|
|
|
75
|
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
|
–
|
-$252K
|
-6,060
|
Closed
|
|
