|
26
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$76.4K
|
+$73.6K
|
+1,300
|
New
|
|
|
27
|
Kestra Advisory Services
Austin,
Texas
|
$75.2K
|
+$72.4K
|
+1,279
|
New
|
|
|
28
|
Farther Finance Advisors
San Francisco,
California
|
$71K
|
–
|
–
|
–
|
|
|
29
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$70.6K
|
–
|
–
|
–
|
|
|
30
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$70K
|
-$9.96K
|
-176
|
-13%
|
|
|
31
|
Bessemer Group
Woodbridge,
New Jersey
|
$66K
|
–
|
–
|
–
|
|
|
32
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$44.1K
|
+$42.5K
|
+750
|
New
|
|
|
33
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$41.2K
|
–
|
–
|
–
|
|
|
34
|
IFP Advisors
Tampa,
Florida
|
$38.4K
|
+$26.1K
|
+462
|
+242%
|
|
|
35
|
Rockefeller Capital Management
New York
|
$29.4K
|
–
|
–
|
–
|
|
|
36
|
UBS Group
Zurich,
Switzerland
|
$22.9K
|
-$13.3K
|
-235
|
-38%
|
|
|
37
|
Wells Fargo
San Francisco,
California
|
$19.4K
|
+$11.3K
|
+200
|
+154%
|
|
|
38
|
|
$14.7K
|
–
|
–
|
–
|
|
|
39
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11.8K
|
-$13.8K
|
-244
|
-55%
|
|
|
40
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$9.94K
|
–
|
–
|
–
|
|
|
41
|
Fidelity Investments
Boston,
Massachusetts
|
$9.65K
|
–
|
–
|
–
|
|
|
42
|
Blue Trust Inc
Alpharetta,
Georgia
|
$8.82K
|
–
|
–
|
–
|
|
|
43
|
Global Retirement Partners
San Rafael,
California
|
$4.83K
|
+$57
|
+1
|
+1%
|
|
|
44
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$2.35K
|
–
|
–
|
–
|
|
|
45
|
AssetMark Inc
Concord,
California
|
$235
|
–
|
–
|
–
|
|
|
46
|
Tidal Investments
Milwaukee,
Wisconsin
|
–
|
-$1.89M
|
-34,684
|
Closed
|
|
|
47
|
|
–
|
-$1.2M
|
-22,064
|
Closed
|
|
|
48
|
Flow Traders U.S.
New York
|
–
|
-$988K
|
-18,104
|
Closed
|
|
|
49
|
Grove Bank & Trust
Miami,
Florida
|
–
|
-$5.46K
|
-100
|
Closed
|
|
