|
26
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$429K
|
-$26K
|
-312
|
-6%
|
|
|
27
|
NewEdge Advisors
New Orleans,
Louisiana
|
$408K
|
–
|
–
|
–
|
|
|
28
|
Trademark Financial Management
Bloomington,
Minnesota
|
$330K
|
+$327K
|
+3,925
|
New
|
|
|
29
|
Independent Financial Group
San Diego,
California
|
$290K
|
-$410K
|
-4,923
|
-59%
|
|
|
30
|
Rathbones Group
Liverpool,
United Kingdom
|
$252K
|
–
|
–
|
–
|
|
|
31
|
Eagle Strategies
New York
|
$218K
|
+$216K
|
+2,596
|
New
|
|
|
32
|
Advisory Alpha
Holland,
Michigan
|
$217K
|
-$44.4K
|
-533
|
-17%
|
|
|
33
|
Atria Wealth Solutions
New York
|
$216K
|
+$214K
|
+2,573
|
New
|
|
|
34
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$112K
|
-$151K
|
-1,814
|
-57%
|
|
|
35
|
Highline Wealth Partners
Sherman Oaks,
California
|
$91K
|
-$25.3K
|
-304
|
-22%
|
|
|
36
|
|
$57.9K
|
-$2.66K
|
-32
|
-4%
|
|
|
37
|
Wells Fargo
San Francisco,
California
|
$53.1K
|
-$93K
|
-1,117
|
-64%
|
|
|
38
|
NBC Securities
Birmingham,
Alabama
|
$23K
|
–
|
–
|
–
|
|
|
39
|
Global Retirement Partners
San Rafael,
California
|
$19.2K
|
–
|
–
|
–
|
|
|
40
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$18.9K
|
-$5.99K
|
-72
|
-24%
|
|
|
41
|
Able Wealth Management
Toms River,
New Jersey
|
$16.9K
|
+$16.7K
|
+201
|
New
|
|
|
42
|
Harbour Investments
Madison,
Wisconsin
|
$15.3K
|
–
|
–
|
–
|
|
|
43
|
Fidelity Investments
Boston,
Massachusetts
|
$12.8K
|
+$3.75K
|
+45
|
+42%
|
|
|
44
|
Creative Financial Designs
Kokomo,
Indiana
|
$10.1K
|
+$9.99K
|
+120
|
New
|
|
|
45
|
Sunbelt Securities
Houston,
Texas
|
$8.77K
|
+$250
|
+3
|
+3%
|
|
|
46
|
Blue Trust Inc
Alpharetta,
Georgia
|
$1K
|
+$832
|
+10
|
New
|
|
|
47
|
AssetMark Inc
Concord,
California
|
$588
|
-$583
|
-7
|
-50%
|
|
|
48
|
Huntington National Bank
Columbus,
Ohio
|
$84
|
–
|
–
|
–
|
|
|
49
|
Robertson Stephens Wealth Management
San Francisco,
California
|
–
|
-$4.34M
|
-52,124
|
Closed
|
|
|
50
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$984K
|
-11,766
|
Closed
|
|
