|
51
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$122K
|
-$28.3K
|
-2,677
|
-19%
|
|
|
52
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$121K
|
–
|
–
|
–
|
|
|
53
|
Seelaus Asset Management
Chatham,
New Jersey
|
$114K
|
+$111K
|
+10,488
|
New
|
|
|
54
|
Sonora Investment Management Group
Tucson,
Arizona
|
$109K
|
–
|
–
|
–
|
|
|
55
|
|
$99.5K
|
–
|
–
|
–
|
|
|
56
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$67.9K
|
-$3.86K
|
-365
|
-6%
|
|
|
57
|
Worth Asset Management
Dallas,
Texas
|
$67.4K
|
–
|
–
|
–
|
|
|
58
|
US Bancorp
Minneapolis,
Minnesota
|
$49.3K
|
–
|
–
|
–
|
|
|
59
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$27.5K
|
-$4.19K
|
-396
|
-13%
|
|
|
60
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$23K
|
+$2.54K
|
+240
|
+13%
|
|
|
61
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$20.4K
|
–
|
–
|
–
|
|
|
62
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$12.9K
|
–
|
–
|
–
|
|
|
63
|
Anchor Investment Management
Columbia,
South Carolina
|
$10.8K
|
–
|
–
|
–
|
|
|
64
|
FNY Investment Advisers
New York
|
$7K
|
+$3.18K
|
+300
|
+75%
|
|
|
65
|
Geneos Wealth Management
Englewood,
Colorado
|
$5.65K
|
–
|
–
|
–
|
|
|
66
|
Advisory Services Network
Atlanta,
Georgia
|
$5.42K
|
+$5.29K
|
+500
|
New
|
|
|
67
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
–
|
-$3.22M
|
-330,258
|
Closed
|
|
|
68
|
Advisors Asset Management
Monument,
Colorado
|
–
|
-$907K
|
-92,573
|
Closed
|
|
|
69
|
Snowden Capital Advisors
New York
|
–
|
-$267K
|
-27,305
|
Closed
|
|
|
70
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$248K
|
-23,735
|
Closed
|
|
|
71
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$151K
|
-15,418
|
Closed
|
|
|
72
|
Truist Financial
Charlotte,
North Carolina
|
–
|
-$117K
|
-11,903
|
Closed
|
|
|
73
|
Summit Trail Advisors
New York
|
–
|
-$106K
|
-10,796
|
Closed
|
|
|
74
|
Jones Financial Companies
Des Peres,
Missouri
|
–
|
-$36K
|
-3,700
|
Closed
|
|
|
75
|
Steward Partners Investment Advisory
New York
|
–
|
-$24K
|
-2,399
|
Closed
|
|
