|
26
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$508K
|
–
|
–
|
–
|
|
|
27
|
Ameriprise
Minneapolis,
Minnesota
|
$493K
|
+$67.6K
|
+1,506
|
+16%
|
|
|
28
|
Spire Wealth Management
Mclean,
Virginia
|
$491K
|
–
|
–
|
–
|
|
|
29
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$459K
|
+$71.8K
|
+1,600
|
+18%
|
|
|
30
|
Mutual Advisors
Omaha,
Nebraska
|
$407K
|
-$1.17K
|
-26
|
-0.3%
|
|
|
31
|
Summit Financial
Parsippany,
New Jersey
|
$395K
|
–
|
–
|
–
|
|
|
32
|
MONECO Advisors
Fairfield,
Connecticut
|
$357K
|
-$252K
|
-5,620
|
-41%
|
|
|
33
|
Journey Strategic Wealth
Summit,
New Jersey
|
$329K
|
+$12K
|
+267
|
+4%
|
|
|
34
|
Accredited Investor Services
St. Cloud,
Minnesota
|
$301K
|
+$673
|
+15
|
+0.2%
|
|
|
35
|
Equitable Holdings
New York
|
$270K
|
+$274K
|
+6,109
|
New
|
|
|
36
|
|
$265K
|
+$270K
|
+6,011
|
New
|
|
|
37
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$263K
|
–
|
–
|
–
|
|
|
38
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$261K
|
–
|
–
|
–
|
|
|
39
|
Pathstone Holdings
Englewood,
New Jersey
|
$255K
|
–
|
–
|
–
|
|
|
40
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$236K
|
-$4.67K
|
-104
|
-2%
|
|
|
41
|
Dearborn Partners
Chicago,
Illinois
|
$236K
|
-$2.78K
|
-62
|
-2%
|
|
|
42
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$234K
|
-$3.37K
|
-75
|
-1%
|
|
|
43
|
Fidelity Investments
Boston,
Massachusetts
|
$232K
|
+$86.1K
|
+1,920
|
+58%
|
|
|
44
|
Oppenheimer & Co
New York
|
$231K
|
+$45
|
+1
|
+0%
|
|
|
45
|
Penobscot Investment Management
Boston,
Massachusetts
|
$225K
|
–
|
–
|
–
|
|
|
46
|
Kestra Advisory Services
Austin,
Texas
|
$225K
|
–
|
–
|
–
|
|
|
47
|
Millstone Evans Group
Boulder,
Colorado
|
$222K
|
–
|
–
|
–
|
|
|
48
|
Meramec Financial Planners
Saint Louis,
Missouri
|
$219K
|
+$208K
|
+4,626
|
New
|
|
|
49
|
|
$215K
|
-$602K
|
-13,422
|
-73%
|
|
|
50
|
Jones Financial Companies
Des Peres,
Missouri
|
$206K
|
+$29.1K
|
+649
|
+16%
|
|
