|
51
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$352K
|
-$42.5K
|
-686
|
-11%
|
|
|
52
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$343K
|
–
|
–
|
–
|
|
|
53
|
Fifth Third Securities
Cincinnati,
Ohio
|
$306K
|
+$306K
|
+4,943
|
New
|
|
|
54
|
Central Trust Company
Jefferson City,
Missouri
|
$301K
|
+$44.3K
|
+715
|
+17%
|
|
|
55
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$287K
|
+$287K
|
+4,628
|
New
|
|
|
56
|
Apella Capital
West Hartford,
Connecticut
|
$260K
|
-$91.5K
|
-1,476
|
-26%
|
|
|
57
|
Community Trust & Investment
Versailles,
Kentucky
|
$239K
|
–
|
–
|
–
|
|
|
58
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$206K
|
+$3.6K
|
+58
|
+2%
|
|
|
59
|
|
$206K
|
–
|
–
|
–
|
|
|
60
|
|
$161K
|
+$88.4K
|
+1,426
|
+121%
|
|
|
61
|
Huntington National Bank
Columbus,
Ohio
|
$149K
|
–
|
–
|
–
|
|
|
62
|
UBS Group
Zurich,
Switzerland
|
$115K
|
+$115K
|
+1,859
|
New
|
|
|
63
|
Wells Fargo
San Francisco,
California
|
$88K
|
–
|
–
|
–
|
|
|
64
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$57K
|
–
|
–
|
–
|
|
|
65
|
Fidelity Investments
Boston,
Massachusetts
|
$47K
|
+$25.4K
|
+409
|
+118%
|
|
|
66
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$28K
|
+$28.4K
|
+459
|
New
|
|
|
67
|
Rockefeller Capital Management
New York
|
$22K
|
-$1.05K
|
-17
|
-4%
|
|
|
68
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$22K
|
+$22.1K
|
+356
|
New
|
|
|
69
|
Steward Partners Investment Advisory
New York
|
$16K
|
–
|
–
|
–
|
|
|
70
|
UMB Bank
Kansas City,
Missouri
|
$14K
|
–
|
–
|
–
|
|
|
71
|
Worth Asset Management
Dallas,
Texas
|
$3K
|
+$3.72K
|
+60
|
New
|
|
|
72
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$1.59K
|
–
|
–
|
–
|
|
|
73
|
US Bancorp
Minneapolis,
Minnesota
|
$1K
|
-$1.49K
|
-24
|
-69%
|
|
|
74
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1K
|
+$62
|
+1
|
+7%
|
|
|
75
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
–
|
-$1.65M
|
-24,764
|
Closed
|
|
