|
51
|
Atria Wealth Solutions
New York
|
$223K
|
+$15K
|
+634
|
+7%
|
|
|
52
|
Parallel Advisors
San Francisco,
California
|
$213K
|
–
|
–
|
–
|
|
|
53
|
Tradition Wealth Management
Edina,
Minnesota
|
$205K
|
+$2.46K
|
+104
|
+1%
|
|
|
54
|
BBJS Financial Advisors
Seattle,
Washington
|
$182K
|
-$47.2K
|
-2,000
|
-21%
|
|
|
55
|
Sunbelt Securities
Houston,
Texas
|
$173K
|
-$19.5K
|
-825
|
-10%
|
|
|
56
|
Arrow Financial
Glens Falls,
New York
|
$127K
|
–
|
–
|
–
|
|
|
57
|
Element Wealth
Ridgeland,
Mississippi
|
$122K
|
–
|
–
|
–
|
|
|
58
|
Comerica Bank
Dallas,
Texas
|
$77.5K
|
+$77.4K
|
+3,278
|
New
|
|
|
59
|
Farther Finance Advisors
San Francisco,
California
|
$75.9K
|
–
|
–
|
–
|
|
|
60
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$63.2K
|
–
|
–
|
–
|
|
|
61
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$49K
|
-$35.4K
|
-1,501
|
-42%
|
|
|
62
|
UBS Group
Zurich,
Switzerland
|
$25.2K
|
-$104K
|
-4,389
|
-80%
|
|
|
63
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$25.1K
|
+$25K
|
+1,060
|
New
|
|
|
64
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$23.6K
|
–
|
–
|
–
|
|
|
65
|
HeadInvest LLC
Portland,
Maine
|
$21.2K
|
+$21.2K
|
+900
|
New
|
|
|
66
|
Private Trust Company
Cleveland,
Ohio
|
$9.98K
|
–
|
–
|
–
|
|
|
67
|
US Bancorp
Minneapolis,
Minnesota
|
$2.65K
|
–
|
–
|
–
|
|
|
68
|
Grove Bank & Trust
Miami,
Florida
|
$2.01K
|
–
|
–
|
–
|
|
|
69
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$25
|
+$24
|
+1
|
New
|
|
|
70
|
Fidelity Investments
Boston,
Massachusetts
|
$24
|
-$47
|
-2
|
-67%
|
|
|
71
|
IMA Advisory Services
Denver,
Colorado
|
$24
|
–
|
–
|
–
|
|
|
72
|
Second Half Financial Partners
Sebring,
Florida
|
–
|
-$553K
|
-23,415
|
Closed
|
|
|
73
|
Segment Wealth Management
Houston,
Texas
|
–
|
-$420K
|
-17,795
|
Closed
|
|
|
74
|
Ironwood Financial
Tucson,
Arizona
|
–
|
-$398K
|
-16,834
|
Closed
|
|
|
75
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
–
|
-$269K
|
-11,416
|
Closed
|
|
