|
51
|
Corient Private Wealth
Miami,
Florida
|
$363K
|
+$2.49K
|
+35
|
+0.7%
|
|
|
52
|
TD Private Client Wealth
New York
|
$363K
|
–
|
–
|
–
|
|
|
53
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$355K
|
-$176K
|
-2,466
|
-34%
|
|
|
54
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$351K
|
–
|
–
|
–
|
|
|
55
|
Kestra Advisory Services
Austin,
Texas
|
$335K
|
+$77.6K
|
+1,090
|
+32%
|
|
|
56
|
Osaic Holdings
Scottsdale,
Arizona
|
$272K
|
-$768K
|
-10,788
|
-75%
|
|
|
57
|
Portland Global Advisors
Portland,
Maine
|
$268K
|
+$8.19K
|
+115
|
+3%
|
|
|
58
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$262K
|
-$4.34K
|
-61
|
-2%
|
|
|
59
|
Waterloo Capital
Austin,
Texas
|
$262K
|
-$4.34K
|
-61
|
-2%
|
|
|
60
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$243K
|
+$3.85K
|
+54
|
+2%
|
|
|
61
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$231K
|
+$21.4K
|
+300
|
+10%
|
|
|
62
|
|
$225K
|
–
|
–
|
–
|
|
|
63
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$218K
|
-$64.1K
|
-900
|
-24%
|
|
|
64
|
Venture Visionary Partners
Sylvania,
Ohio
|
$206K
|
+$196K
|
+2,748
|
New
|
|
|
65
|
IFP Advisors
Tampa,
Florida
|
$178K
|
+$356
|
+5
|
+0.2%
|
|
|
66
|
Fidelity Investments
Boston,
Massachusetts
|
$128K
|
–
|
–
|
–
|
|
|
67
|
Farther Finance Advisors
San Francisco,
California
|
$114K
|
+$71
|
+1
|
+0.1%
|
|
|
68
|
Richardson Financial Services
Medway,
Massachusetts
|
$67.4K
|
+$63.7K
|
+894
|
New
|
|
|
69
|
Harbour Investments
Madison,
Wisconsin
|
$9.23K
|
–
|
–
|
–
|
|
|
70
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9K
|
–
|
–
|
–
|
|
|
71
|
Community Bank
Dewitt,
New York
|
$7.88K
|
–
|
–
|
–
|
|
|
72
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$5.85K
|
–
|
–
|
–
|
|
|
73
|
Abound Wealth Management
Franklin,
Tennessee
|
$1.97K
|
–
|
–
|
–
|
|
|
74
|
AssetMark Inc
Concord,
California
|
$1.5K
|
+$1.42K
|
+20
|
New
|
|
|
75
|
|
–
|
-$1.81M
|
-26,596
|
Closed
|
|
