|
26
|
|
$390K
|
+$160K
|
+3,228
|
+69%
|
|
|
27
|
Integrity Alliance
Urbandale,
Iowa
|
$340K
|
+$341K
|
+6,885
|
New
|
|
|
28
|
Catalyst Private Wealth
San Mateo,
California
|
$296K
|
–
|
–
|
–
|
|
|
29
|
Kestra Advisory Services
Austin,
Texas
|
$281K
|
+$282K
|
+5,698
|
New
|
|
|
30
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$269K
|
+$40.8K
|
+824
|
+18%
|
|
|
31
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$263K
|
+$11.2K
|
+227
|
+4%
|
|
|
32
|
Private Trust Company
Cleveland,
Ohio
|
$245K
|
-$941
|
-19
|
-0.4%
|
|
|
33
|
Osaic Holdings
Scottsdale,
Arizona
|
$162K
|
+$80.8K
|
+1,632
|
+99%
|
|
|
34
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$131K
|
-$3.47K
|
-70
|
-3%
|
|
|
35
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$97.2K
|
+$51.6K
|
+1,042
|
+112%
|
|
|
36
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$43K
|
+$43K
|
+869
|
New
|
|
|
37
|
Allworth Financial
Folsom,
California
|
$18.8K
|
–
|
–
|
–
|
|
|
38
|
EFG International
Zurich,
|
$16.4K
|
+$16.4K
|
+332
|
New
|
|
|
39
|
UMB Bank
Kansas City,
Missouri
|
$14.9K
|
+$15K
|
+302
|
New
|
|
|
40
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$12.5K
|
+$12.6K
|
+254
|
New
|
|
|
41
|
SOA Wealth Advisors
New York
|
$11.6K
|
+$1.19K
|
+24
|
+11%
|
|
|
42
|
Aventura Private Wealth
Aventura,
Florida
|
$9.78K
|
+$9.8K
|
+198
|
New
|
|
|
43
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$9.53K
|
–
|
–
|
–
|
|
|
44
|
Fidelity Investments
Boston,
Massachusetts
|
$3.65K
|
-$1.14K
|
-23
|
-24%
|
|
|
45
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.31K
|
+$3.32K
|
+67
|
New
|
|
|
46
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$2.81K
|
-$545
|
-11
|
-16%
|
|
|
47
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.27K
|
–
|
–
|
–
|
|
|
48
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.67K
|
+$1.68K
|
+34
|
New
|
|
|
49
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$1.28K
|
–
|
–
|
–
|
|
|
50
|
UBS Group
Zurich,
Switzerland
|
$1.14K
|
-$16.2K
|
-327
|
-93%
|
|
