|
26
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$231K
|
+$7.62K
|
+124
|
+3%
|
|
|
27
|
Perigon Wealth Management
San Francisco,
California
|
$215K
|
-$8.67K
|
-141
|
-4%
|
|
|
28
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$173K
|
+$95.1K
|
+1,547
|
+107%
|
|
|
29
|
|
$84.5K
|
-$11.7M
|
-189,535
|
-99%
|
|
|
30
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$83.9K
|
+$79.7K
|
+1,297
|
New
|
|
|
31
|
Osaic Holdings
Scottsdale,
Arizona
|
$64.5K
|
+$20.9K
|
+340
|
+44%
|
|
|
32
|
GeoWealth Management
Chicago,
Illinois
|
$28.2K
|
+$29.9K
|
+486
|
New
|
|
|
33
|
EFG International
Zurich,
|
$18.2K
|
+$19.3K
|
+314
|
New
|
|
|
34
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$17.9K
|
+$19K
|
+309
|
New
|
|
|
35
|
Fidelity Investments
Boston,
Massachusetts
|
$13K
|
+$7.62K
|
+124
|
+125%
|
|
|
36
|
UMB Bank
Kansas City,
Missouri
|
$8.7K
|
+$9.22K
|
+150
|
New
|
|
|
37
|
AE Wealth Management
Topeka,
Kansas
|
$3.77K
|
–
|
–
|
–
|
|
|
38
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$2.78K
|
+$2.95K
|
+48
|
New
|
|
|
39
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$2.32K
|
–
|
–
|
–
|
|
|
40
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.85K
|
–
|
–
|
–
|
|
|
41
|
AssetMark Inc
Concord,
California
|
$928
|
–
|
–
|
–
|
|
|
42
|
|
$727
|
-$31.2K
|
-508
|
-98%
|
|
|
43
|
Robertson Stephens Wealth Management
San Francisco,
California
|
–
|
-$2.3M
|
-36,141
|
Closed
|
|
|
44
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$56.1K
|
-881
|
Closed
|
|
|
45
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$13K
|
-199
|
Closed
|
|
