|
26
|
Sentinel Trust
Houston,
Texas
|
$392K
|
–
|
–
|
–
|
|
|
27
|
Farther Finance Advisors
San Francisco,
California
|
$384K
|
-$65.2K
|
-3,035
|
-15%
|
|
|
28
|
Upper Left Wealth Management
Tampa,
Florida
|
$379K
|
-$19.4K
|
-903
|
-5%
|
|
|
29
|
Financial Alternatives
La Jolla,
California
|
$368K
|
-$6.58K
|
-306
|
-2%
|
|
|
30
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$322K
|
+$271K
|
+12,623
|
+974%
|
|
|
31
|
Prosperity Planning
Kansas City,
Missouri
|
$312K
|
+$2.58K
|
+120
|
+0.9%
|
|
|
32
|
Visionary Horizons
Knoxville,
Tennessee
|
$291K
|
–
|
–
|
–
|
|
|
33
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$289K
|
–
|
–
|
–
|
|
|
34
|
Ariadne Wealth Management
Santa Barbara,
California
|
$271K
|
–
|
–
|
–
|
|
|
35
|
Private Wealth Management Group
Princeton,
New Jersey
|
$129K
|
+$47.7K
|
+2,222
|
+65%
|
|
|
36
|
|
$127K
|
+$109K
|
+5,050
|
+960%
|
|
|
37
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$123K
|
-$12.9K
|
-602
|
-10%
|
|
|
38
|
|
$107K
|
+$903
|
+42
|
+0.9%
|
|
|
39
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$55.4K
|
-$215
|
-10
|
-0.4%
|
|
|
40
|
Evermay Wealth Management
Arlington,
Virginia
|
$51.2K
|
-$66.7K
|
-3,102
|
-58%
|
|
|
41
|
Osaic Holdings
Scottsdale,
Arizona
|
$46.4K
|
–
|
–
|
–
|
|
|
42
|
Comerica Bank
Dallas,
Texas
|
$43.3K
|
-$96.1K
|
-4,472
|
-70%
|
|
|
43
|
Fidelity Investments
Boston,
Massachusetts
|
$32.1K
|
-$10.1K
|
-470
|
-25%
|
|
|
44
|
William Blair & Company
Chicago,
Illinois
|
$30.2K
|
-$2.15K
|
-100
|
-7%
|
|
|
45
|
IFP Advisors
Tampa,
Florida
|
$23K
|
–
|
–
|
–
|
|
|
46
|
Principal Securities
Des Moines,
Iowa
|
$12.5K
|
–
|
–
|
–
|
|
|
47
|
Larson Financial Group
St Louis,
Missouri
|
$11.9K
|
–
|
–
|
–
|
|
|
48
|
Barclays
London,
United Kingdom
|
$6.85K
|
–
|
–
|
–
|
|
|
49
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$6.28K
|
–
|
–
|
–
|
|
|
50
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
-$881
|
-41
|
-32%
|
|
