|
51
|
EP Wealth Advisors
Torrance,
California
|
$162K
|
-$62.4K
|
-1,854
|
-28%
|
|
|
52
|
|
$135K
|
-$64.1K
|
-1,902
|
-33%
|
|
|
53
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$96K
|
–
|
–
|
–
|
|
|
54
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$71.2K
|
–
|
–
|
–
|
|
|
55
|
Wells Fargo
San Francisco,
California
|
$66.2K
|
-$70.6K
|
-2,097
|
-52%
|
|
|
56
|
Creative Financial Designs
Kokomo,
Indiana
|
$58.2K
|
+$53.7K
|
+1,595
|
+1,579%
|
|
|
57
|
Private Trust Company
Cleveland,
Ohio
|
$55.4K
|
+$3.77K
|
+112
|
+7%
|
|
|
58
|
Harbour Investments
Madison,
Wisconsin
|
$49.7K
|
+$28.7K
|
+853
|
+143%
|
|
|
59
|
Global Retirement Partners
San Rafael,
California
|
$35.9K
|
+$35.2K
|
+1,045
|
New
|
|
|
60
|
SouthState Corp
Winter Haven,
Florida
|
$31.9K
|
+$31.3K
|
+929
|
New
|
|
|
61
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$25.2K
|
+$24.7K
|
+734
|
New
|
|
|
62
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$21.8K
|
+$21.4K
|
+634
|
New
|
|
|
63
|
Concord Wealth Partners
Abingdon,
Virginia
|
$19.2K
|
+$18.8K
|
+558
|
New
|
|
|
64
|
Align Financial
Hermantown,
Minnesota
|
$10K
|
–
|
–
|
–
|
|
|
65
|
Compass Financial Management
Tampa,
Florida
|
$4.22K
|
+$4.14K
|
+123
|
New
|
|
|
66
|
CoreCap Advisors
Southfield,
Michigan
|
$3.67K
|
+$67
|
+2
|
+2%
|
|
|
67
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$69
|
+$67
|
+2
|
New
|
|
|
68
|
Citadel Advisors
Miami,
Florida
|
–
|
-$995K
|
-31,461
|
Closed
|
|
|
69
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$358K
|
-11,318
|
Closed
|
|
|
70
|
|
–
|
-$238K
|
-7,537
|
Closed
|
|
|
71
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$34.7K
|
-1,098
|
Closed
|
|
|
72
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$7K
|
-230
|
Closed
|
|
|
73
|
AssetMark Inc
Concord,
California
|
–
|
-$4.78K
|
-151
|
Closed
|
|
|
74
|
WFA of San Diego
San Diego,
California
|
–
|
-$2.31K
|
-73
|
Closed
|
|
