|
76
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$154K
|
–
|
–
|
–
|
|
|
77
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$101K
|
–
|
–
|
–
|
|
|
78
|
Franklin Resources
San Mateo,
California
|
$101K
|
+$81.7K
|
+2,640
|
New
|
|
|
79
|
Barclays
London,
United Kingdom
|
$94K
|
–
|
–
|
–
|
|
|
80
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$92K
|
–
|
–
|
–
|
|
|
81
|
Fidelity Investments
Boston,
Massachusetts
|
$82K
|
+$53.5K
|
+1,730
|
+296%
|
|
|
82
|
WealthShield Partners
Cary,
North Carolina
|
$67K
|
+$58.8K
|
+1,900
|
New
|
|
|
83
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$64K
|
–
|
–
|
–
|
|
|
84
|
Oxford Financial Group
Carmel,
Indiana
|
$62K
|
–
|
–
|
–
|
|
|
85
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$47K
|
+$39.8K
|
+1,285
|
+2,570%
|
|
|
86
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$41K
|
–
|
–
|
–
|
|
|
87
|
Geneos Wealth Management
Englewood,
Colorado
|
$34K
|
+$30.9K
|
+1,000
|
New
|
|
|
88
|
Biltmore Family Office
Charlotte,
North Carolina
|
$31K
|
–
|
–
|
–
|
|
|
89
|
|
$30K
|
–
|
–
|
–
|
|
|
90
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$27K
|
–
|
–
|
–
|
|
|
91
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$27K
|
+$23.2K
|
+750
|
New
|
|
|
92
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$23K
|
–
|
–
|
–
|
|
|
93
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$14K
|
-$9.13K
|
-295
|
-42%
|
|
|
94
|
Liberty Wealth Management
Oakland,
California
|
$13K
|
–
|
–
|
–
|
|
|
95
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$11K
|
-$9.75K
|
-315
|
-51%
|
|
|
96
|
Matrix Private Capital Group
New York
|
$11K
|
–
|
–
|
–
|
|
|
97
|
Global Financial Private Capital
Sarasota,
Florida
|
$6K
|
–
|
–
|
–
|
|
|
98
|
Whittier Trust
South Pasadena,
California
|
$5K
|
–
|
–
|
–
|
|
|
99
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$1K
|
–
|
–
|
–
|
|
|
100
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
