|
51
|
Aveo Capital Partners
Englewood,
Colorado
|
$454K
|
+$41.3K
|
+980
|
+10%
|
|
|
52
|
Intrust Bank
Wichita,
Kansas
|
$418K
|
+$23.5K
|
+557
|
+6%
|
|
|
53
|
Benedetti & Gucer
Atlanta,
Georgia
|
$349K
|
–
|
–
|
–
|
|
|
54
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$337K
|
–
|
–
|
–
|
|
|
55
|
MML Investors Services
Springfield,
Massachusetts
|
$324K
|
+$319K
|
+7,567
|
New
|
|
|
56
|
|
$277K
|
–
|
–
|
–
|
|
|
57
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$268K
|
-$1.08M
|
-25,581
|
-80%
|
|
|
58
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$264K
|
+$28.5K
|
+675
|
+12%
|
|
|
59
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$227K
|
-$1.37M
|
-32,507
|
-86%
|
|
|
60
|
D.A. Davidson & Co
Great Falls,
Montana
|
$214K
|
–
|
–
|
–
|
|
|
61
|
Venturi Wealth Management
Austin,
Texas
|
$214K
|
+$211K
|
+5,000
|
New
|
|
|
62
|
Mercer Global Advisors
Denver,
Colorado
|
$211K
|
–
|
–
|
–
|
|
|
63
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$184K
|
+$12.6K
|
+299
|
+7%
|
|
|
64
|
UBS Group
Zurich,
Switzerland
|
$176K
|
+$166K
|
+3,943
|
+2,419%
|
|
|
65
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$143K
|
-$2.79M
|
-66,175
|
-95%
|
|
|
66
|
Matrix Private Capital Group
New York
|
$126K
|
–
|
–
|
–
|
|
|
67
|
Wells Fargo
San Francisco,
California
|
$123K
|
–
|
–
|
–
|
|
|
68
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$122K
|
-$1.81K
|
-43
|
-1%
|
|
|
69
|
Covington Capital Management
Los Angeles,
California
|
$122K
|
-$380
|
-9
|
-0.3%
|
|
|
70
|
Parallel Advisors
San Francisco,
California
|
$50K
|
–
|
–
|
–
|
|
|
71
|
Global Retirement Partners
San Rafael,
California
|
$28K
|
+$30.6K
|
+726
|
New
|
|
|
72
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17K
|
–
|
–
|
–
|
|
|
73
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$17K
|
–
|
–
|
–
|
|
|
74
|
Spire Wealth Management
Mclean,
Virginia
|
$13K
|
+$42
|
+1
|
+0.3%
|
|
|
75
|
Gradient Investments
Arden Hills,
Minnesota
|
$13K
|
+$13.2K
|
+314
|
New
|
|
