|
26
|
WealthSource Partners
San Luis Obispo,
California
|
$399K
|
–
|
–
|
–
|
|
|
27
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$395K
|
-$17.4K
|
-5,000
|
-4%
|
|
|
28
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$392K
|
–
|
–
|
–
|
|
|
29
|
Atria Wealth Solutions
New York
|
$383K
|
-$22K
|
-6,322
|
-6%
|
|
|
30
|
UBS Group
Zurich,
Switzerland
|
$378K
|
-$132K
|
-37,891
|
-27%
|
|
|
31
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$375K
|
+$20.4K
|
+5,862
|
+6%
|
|
|
32
|
International Assets Investment Management
Orlando,
Florida
|
$362K
|
+$147K
|
+42,124
|
+73%
|
|
|
33
|
Oxbow Advisors
Austin,
Texas
|
$333K
|
+$3
|
+1
|
+0%
|
|
|
34
|
Cambridge Trust
Cambridge,
Massachusetts
|
$320K
|
+$87.1K
|
+25,000
|
+40%
|
|
|
35
|
Wells Fargo
San Francisco,
California
|
$297K
|
+$18.2K
|
+5,213
|
+7%
|
|
|
36
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$290K
|
+$5.49K
|
+1,577
|
+2%
|
|
|
37
|
Kestra Advisory Services
Austin,
Texas
|
$287K
|
+$83.8K
|
+24,045
|
+44%
|
|
|
38
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$286K
|
+$5.19K
|
+1,491
|
+2%
|
|
|
39
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$281K
|
–
|
–
|
–
|
|
|
40
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$268K
|
-$8.73K
|
-2,507
|
-3%
|
|
|
41
|
Truist Financial
Charlotte,
North Carolina
|
$259K
|
+$3.09K
|
+887
|
+1%
|
|
|
42
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$229K
|
–
|
–
|
–
|
|
|
43
|
LVZ Inc
Holland,
Michigan
|
$228K
|
+$154K
|
+44,268
|
+239%
|
|
|
44
|
Bay Colony Advisors
Concord,
Massachusetts
|
$224K
|
+$4.96K
|
+1,424
|
+2%
|
|
|
45
|
Stifel Financial
St. Louis,
Missouri
|
$223K
|
-$13.2K
|
-3,785
|
-6%
|
|
|
46
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$188K
|
+$181K
|
+51,919
|
New
|
|
|
47
|
Wedbush Securities
Los Angeles,
California
|
$183K
|
-$52.2K
|
-14,988
|
-23%
|
|
|
48
|
|
$182K
|
+$165K
|
+47,232
|
+1,574%
|
|
|
49
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$172K
|
+$2.48K
|
+711
|
+2%
|
|
|
50
|
Freedom Wealth Alliance
Brookfield,
Wisconsin
|
$163K
|
+$157K
|
+45,035
|
New
|
|
