|
26
|
Legacy Bridge
West Des Moines,
Iowa
|
$229K
|
–
|
–
|
–
|
|
|
27
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$221K
|
+$209K
|
+8,101
|
New
|
|
|
28
|
Belpointe Asset Management
Reno,
Nevada
|
$205K
|
+$195K
|
+7,536
|
New
|
|
|
29
|
Private Trust Company
Cleveland,
Ohio
|
$155K
|
+$147K
|
+5,698
|
New
|
|
|
30
|
Wells Fargo
San Francisco,
California
|
$71.1K
|
–
|
–
|
–
|
|
|
31
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$50.5K
|
+$48K
|
+1,856
|
New
|
|
|
32
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$46K
|
–
|
–
|
–
|
|
|
33
|
Jones Financial Companies
Des Peres,
Missouri
|
$26.7K
|
+$8.35K
|
+323
|
+48%
|
|
|
34
|
Geneos Wealth Management
Englewood,
Colorado
|
$25.6K
|
+$24.3K
|
+940
|
New
|
|
|
35
|
NBC Securities
Birmingham,
Alabama
|
$24K
|
–
|
–
|
–
|
|
|
36
|
Farther Finance Advisors
San Francisco,
California
|
$10K
|
+$9.51K
|
+368
|
New
|
|
|
37
|
Comerica Bank
Dallas,
Texas
|
$2.5K
|
–
|
–
|
–
|
|
|
38
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$2.02K
|
+$1.91K
|
+74
|
New
|
|
|
39
|
Copia Wealth Management
Bend,
Oregon
|
$1.99K
|
+$1.89K
|
+73
|
New
|
|
|
40
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$1.61K
|
+$1.52K
|
+59
|
New
|
|
|
41
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.44K
|
+$1.37K
|
+53
|
New
|
|
|
42
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
–
|
–
|
–
|
|
|
43
|
Kilter Group
Rhinebeck,
New York
|
$305
|
+$284
|
+11
|
New
|
|
|
44
|
|
–
|
-$2.48M
|
-100,000
|
Closed
|
|
|
45
|
Synergy Asset Management
Vancouver,
Washington
|
–
|
-$2.13M
|
-86,203
|
Closed
|
|
|
46
|
Brookwood Investment Group
Phoenix,
Arizona
|
–
|
-$354K
|
-14,304
|
Closed
|
|
|
47
|
Longview Financial Advisors
Huntsville,
Alabama
|
–
|
-$257K
|
-10,404
|
Closed
|
|
|
48
|
UBS Group
Zurich,
Switzerland
|
–
|
-$77.7K
|
-3,138
|
Closed
|
|
