|
26
|
Wagner Wealth Management (Pennsylvania)
Conyngham,
Pennsylvania
|
$356K
|
+$355K
|
+7,727
|
New
|
|
|
27
|
Bank of New York Mellon
New York
|
$331K
|
-$33.5K
|
-728
|
-9%
|
|
|
28
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$322K
|
-$42.8K
|
-930
|
-12%
|
|
|
29
|
UBS Group
Zurich,
Switzerland
|
$303K
|
-$211K
|
-4,593
|
-41%
|
|
|
30
|
AlphaCentric Advisors
San Juan,
Puerto Rico
|
$282K
|
+$282K
|
+6,119
|
New
|
|
|
31
|
Mercer Global Advisors
Denver,
Colorado
|
$233K
|
-$2.35K
|
-51
|
-1%
|
|
|
32
|
Truist Financial
Charlotte,
North Carolina
|
$230K
|
+$5.8K
|
+126
|
+3%
|
|
|
33
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$215K
|
–
|
–
|
–
|
|
|
34
|
Luminist Capital
Grand Rapids,
Michigan
|
$201K
|
–
|
–
|
–
|
|
|
35
|
NewEdge Advisors
New Orleans,
Louisiana
|
$169K
|
-$379K
|
-8,237
|
-69%
|
|
|
36
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$156K
|
-$21.8K
|
-474
|
-12%
|
|
|
37
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$59K
|
+$58.8K
|
+1,278
|
New
|
|
|
38
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$49.1K
|
+$49K
|
+1,065
|
New
|
|
|
39
|
Farther Finance Advisors
San Francisco,
California
|
$18.2K
|
–
|
–
|
–
|
|
|
40
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$18K
|
+$18K
|
+391
|
New
|
|
|
41
|
Geneos Wealth Management
Englewood,
Colorado
|
$11.5K
|
–
|
–
|
–
|
|
|
42
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$9.23K
|
–
|
–
|
–
|
|
|
43
|
Jones Financial Companies
Des Peres,
Missouri
|
$5.63K
|
+$3.31K
|
+72
|
+144%
|
|
|
44
|
Blue Trust Inc
Alpharetta,
Georgia
|
$1.15K
|
–
|
–
|
–
|
|
|
45
|
Allworth Financial
Folsom,
California
|
$462
|
–
|
–
|
–
|
|
|
46
|
Wells Fargo
San Francisco,
California
|
$27
|
+$46
|
+1
|
New
|
|
|
47
|
|
–
|
-$504K
|
-10,833
|
Closed
|
|
|
48
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$218K
|
-4,677
|
Closed
|
|
|
49
|
Citadel Advisors
Miami,
Florida
|
–
|
-$201K
|
-4,313
|
Closed
|
|
