|
51
|
Geneos Wealth Management
Englewood,
Colorado
|
$99.4K
|
+$20.4K
|
+514
|
+29%
|
|
|
52
|
WhitTier Trust Company
Reno,
Nevada
|
$81.9K
|
+$27.9K
|
+702
|
+58%
|
|
|
53
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$73.2K
|
+$65K
|
+1,637
|
New
|
|
|
54
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$32.5K
|
–
|
–
|
–
|
|
|
55
|
LGT Financial Advisors
Dallas,
Texas
|
$27.7K
|
+$1.23K
|
+31
|
+5%
|
|
|
56
|
AssetMark Inc
Concord,
California
|
$26.3K
|
+$24.3K
|
+612
|
New
|
|
|
57
|
Comerica Bank
Dallas,
Texas
|
$22.2K
|
-$41.8K
|
-1,053
|
-67%
|
|
|
58
|
Global Retirement Partners
San Rafael,
California
|
$20.8K
|
+$19.2K
|
+484
|
New
|
|
|
59
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$17.2K
|
–
|
–
|
–
|
|
|
60
|
Total Investment Management
Scottsdale,
Arizona
|
$12.7K
|
+$11.7K
|
+294
|
New
|
|
|
61
|
WealthShield Partners
Cary,
North Carolina
|
$9.99K
|
–
|
–
|
–
|
|
|
62
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9K
|
-$1.71K
|
-43
|
-17%
|
|
|
63
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$4.3K
|
–
|
–
|
–
|
|
|
64
|
Wells Fargo
San Francisco,
California
|
$3.83K
|
+$3.53K
|
+89
|
New
|
|
|
65
|
Tidemark
San Diego,
California
|
$3.75K
|
–
|
–
|
–
|
|
|
66
|
Rossby Financial
Melbourne,
Florida
|
$3.27K
|
–
|
–
|
–
|
|
|
67
|
Private Trust Company
Cleveland,
Ohio
|
$2.54K
|
-$318
|
-8
|
-12%
|
|
|
68
|
Spire Wealth Management
Mclean,
Virginia
|
$1.81K
|
-$198
|
-5
|
-11%
|
|
|
69
|
CoreCap Advisors
Southfield,
Michigan
|
$1.42K
|
–
|
–
|
–
|
|
|
70
|
Bank of America
Charlotte,
North Carolina
|
$1.29K
|
+$1.19K
|
+30
|
New
|
|
|
71
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.12K
|
+$1.03K
|
+26
|
New
|
|
|
72
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.08K
|
–
|
–
|
–
|
|
|
73
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$172
|
+$159
|
+4
|
New
|
|
|
74
|
Harbour Investments
Madison,
Wisconsin
|
$43
|
–
|
–
|
–
|
|
|
75
|
Citadel Advisors
Miami,
Florida
|
–
|
-$418K
|
-10,932
|
Closed
|
|
