|
26
|
Ameriprise
Minneapolis,
Minnesota
|
$201K
|
+$940
|
+41
|
+0.5%
|
|
|
27
|
Jones Financial Companies
Des Peres,
Missouri
|
$161K
|
+$17.1K
|
+745
|
+12%
|
|
|
28
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$153K
|
+$148K
|
+6,469
|
New
|
|
|
29
|
Tidemark
San Diego,
California
|
$119K
|
-$2.41K
|
-105
|
-2%
|
|
|
30
|
Osaic Holdings
Scottsdale,
Arizona
|
$96.9K
|
-$14.1K
|
-615
|
-13%
|
|
|
31
|
LRI Investments
Palm Beach Gardens,
Florida
|
$92.1K
|
–
|
–
|
–
|
|
|
32
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$47.4K
|
–
|
–
|
–
|
|
|
33
|
Kilter Group
Rhinebeck,
New York
|
$45K
|
+$43.5K
|
+1,899
|
New
|
|
|
34
|
Steward Partners Investment Advisory
New York
|
$14.2K
|
–
|
–
|
–
|
|
|
35
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$11.4K
|
–
|
–
|
–
|
|
|
36
|
Strategic Wealth Partners
Independence,
Ohio
|
$11.3K
|
+$11K
|
+478
|
New
|
|
|
37
|
Security National Bank
Omaha,
Nebraska
|
$10.7K
|
–
|
–
|
–
|
|
|
38
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$5.46K
|
+$5.27K
|
+230
|
New
|
|
|
39
|
Fidelity Investments
Boston,
Massachusetts
|
$4.83K
|
-$2.27K
|
-99
|
-33%
|
|
|
40
|
UBS Group
Zurich,
Switzerland
|
$3.01K
|
-$22K
|
-959
|
-88%
|
|
|
41
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$1.75K
|
+$23
|
+1
|
+1%
|
|
|
42
|
IFP Advisors
Tampa,
Florida
|
$1.4K
|
–
|
–
|
–
|
|
|
43
|
Principal Securities
Des Moines,
Iowa
|
$1.23K
|
-$1.86K
|
-81
|
-61%
|
|
|
44
|
Highline Wealth Partners
Sherman Oaks,
California
|
$356
|
–
|
–
|
–
|
|
|
45
|
Millstone Evans Group
Boulder,
Colorado
|
$261
|
–
|
–
|
–
|
|
|
46
|
Allworth Financial
Folsom,
California
|
$238
|
+$229
|
+10
|
New
|
|
|
47
|
Wells Fargo
San Francisco,
California
|
$21
|
–
|
–
|
–
|
|
|
48
|
Inscription Capital
Houston,
Texas
|
–
|
-$407K
|
-15,361
|
Closed
|
|
|
49
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
–
|
-$347K
|
-13,942
|
Closed
|
|
|
50
|
Strategic Blueprint
Atlanta,
Georgia
|
–
|
-$201K
|
-8,098
|
Closed
|
|
