|
26
|
UBS Group
Zurich,
Switzerland
|
$423K
|
+$95.5K
|
+4,634
|
+28%
|
|
|
27
|
Farther Finance Advisors
San Francisco,
California
|
$394K
|
-$13.9K
|
-676
|
-3%
|
|
|
28
|
Upper Left Wealth Management
Tampa,
Florida
|
$356K
|
+$101K
|
+4,917
|
+38%
|
|
|
29
|
Sentinel Trust
Houston,
Texas
|
$340K
|
–
|
–
|
–
|
|
|
30
|
Financial Alternatives
La Jolla,
California
|
$325K
|
+$165
|
+8
|
+0%
|
|
|
31
|
Prosperity Planning
Kansas City,
Missouri
|
$268K
|
+$1.05K
|
+51
|
+0.4%
|
|
|
32
|
Ariadne Wealth Management
Santa Barbara,
California
|
$258K
|
+$269K
|
+13,040
|
New
|
|
|
33
|
Visionary Horizons
Knoxville,
Tennessee
|
$252K
|
+$1.03K
|
+50
|
+0.4%
|
|
|
34
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$251K
|
–
|
–
|
–
|
|
|
35
|
Comerica Bank
Dallas,
Texas
|
$126K
|
–
|
–
|
–
|
|
|
36
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$119K
|
–
|
–
|
–
|
|
|
37
|
Evermay Wealth Management
Arlington,
Virginia
|
$106K
|
-$4.12K
|
-200
|
-4%
|
|
|
38
|
|
$92.1K
|
+$8.7K
|
+422
|
+10%
|
|
|
39
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$77K
|
-$11.1K
|
-537
|
-12%
|
|
|
40
|
Private Wealth Management Group
Princeton,
New Jersey
|
$67.7K
|
–
|
–
|
–
|
|
|
41
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$48.3K
|
-$3.56K
|
-173
|
-7%
|
|
|
42
|
Osaic Holdings
Scottsdale,
Arizona
|
$40.2K
|
-$96.8K
|
-4,699
|
-70%
|
|
|
43
|
Fidelity Investments
Boston,
Massachusetts
|
$37.1K
|
+$6.22K
|
+302
|
+19%
|
|
|
44
|
William Blair & Company
Chicago,
Illinois
|
$28.2K
|
–
|
–
|
–
|
|
|
45
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$26.8K
|
-$778K
|
-37,763
|
-97%
|
|
|
46
|
IFP Advisors
Tampa,
Florida
|
$20K
|
–
|
–
|
–
|
|
|
47
|
Principal Securities
Des Moines,
Iowa
|
$10.8K
|
+$1.3K
|
+63
|
+13%
|
|
|
48
|
|
$10.4K
|
+$10.8K
|
+526
|
New
|
|
|
49
|
Larson Financial Group
St Louis,
Missouri
|
$10.4K
|
+$10.8K
|
+523
|
New
|
|
|
50
|
Barclays
London,
United Kingdom
|
$5.94K
|
–
|
–
|
–
|
|
