|
51
|
D.A. Davidson & Co
Great Falls,
Montana
|
$205K
|
–
|
–
|
–
|
|
|
52
|
Mercer Global Advisors
Denver,
Colorado
|
$201K
|
–
|
–
|
–
|
|
|
53
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$157K
|
+$2.96K
|
+70
|
+2%
|
|
|
54
|
Matrix Private Capital Group
New York
|
$120K
|
–
|
–
|
–
|
|
|
55
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$118K
|
+$122K
|
+2,887
|
New
|
|
|
56
|
Wells Fargo
San Francisco,
California
|
$117K
|
+$121K
|
+2,870
|
New
|
|
|
57
|
Covington Capital Management
Los Angeles,
California
|
$116K
|
+$113K
|
+2,668
|
+1,579%
|
|
|
58
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$76K
|
+$78.3K
|
+1,855
|
New
|
|
|
59
|
Parallel Advisors
San Francisco,
California
|
$47K
|
–
|
–
|
–
|
|
|
60
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$41K
|
+$8.48K
|
+201
|
+26%
|
|
|
61
|
Penserra Capital Management
Orinda,
California
|
$33K
|
+$34.1K
|
+808
|
New
|
|
|
62
|
Global Retirement Partners
San Rafael,
California
|
$28K
|
–
|
–
|
–
|
|
|
63
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$16K
|
–
|
–
|
–
|
|
|
64
|
Harbour Investments
Madison,
Wisconsin
|
$10K
|
–
|
–
|
–
|
|
|
65
|
Fidelity Investments
Boston,
Massachusetts
|
$9K
|
+$7.81K
|
+185
|
+514%
|
|
|
66
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$4K
|
–
|
–
|
–
|
|
|
67
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$3K
|
-$3.12K
|
-74
|
-50%
|
|
|
68
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$3K
|
+$3.46K
|
+82
|
New
|
|
|
69
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
–
|
-$368K
|
-9,000
|
Closed
|
|
|
70
|
Arax Advisory Partners
Denver,
Colorado
|
–
|
-$51K
|
-1,256
|
Closed
|
|
|
71
|
UBS Group
Zurich,
Switzerland
|
–
|
-$20K
|
-477
|
Closed
|
|
