|
26
|
M Wealth Management LLC
San Diego,
California
|
$506K
|
+$490K
|
+19,309
|
New
|
|
|
27
|
Bank of America
Charlotte,
North Carolina
|
$450K
|
+$311K
|
+12,231
|
+247%
|
|
|
28
|
Osaic Holdings
Scottsdale,
Arizona
|
$404K
|
+$224K
|
+8,807
|
+134%
|
|
|
29
|
Clal Insurance
Tel-Aviv,
Israel
|
$393K
|
+$381K
|
+15,000
|
New
|
|
|
30
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$387K
|
–
|
–
|
–
|
|
|
31
|
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
|
$377K
|
+$83.5K
|
+3,287
|
+30%
|
|
|
32
|
Silverlake Wealth Management
Williston,
Vermont
|
$297K
|
+$288K
|
+11,336
|
New
|
|
|
33
|
Strategic Blueprint
Atlanta,
Georgia
|
$241K
|
+$233K
|
+9,180
|
New
|
|
|
34
|
D.A. Davidson & Co
Great Falls,
Montana
|
$227K
|
-$1.22K
|
-48
|
-0.6%
|
|
|
35
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$215K
|
+$208K
|
+8,180
|
New
|
|
|
36
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$197K
|
–
|
–
|
–
|
|
|
37
|
Tidemark
San Diego,
California
|
$132K
|
+$1.14K
|
+45
|
+0.9%
|
|
|
38
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$105K
|
-$31.6K
|
-1,245
|
-24%
|
|
|
39
|
LRI Investments
Palm Beach Gardens,
Florida
|
$102K
|
–
|
–
|
–
|
|
|
40
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$90.5K
|
–
|
–
|
–
|
|
|
41
|
Kilter Group
Rhinebeck,
New York
|
$49.8K
|
–
|
–
|
–
|
|
|
42
|
MAI Capital Management
Independence,
Ohio
|
$44.3K
|
+$42.8K
|
+1,687
|
New
|
|
|
43
|
Private Trust Company
Cleveland,
Ohio
|
$25.2K
|
+$24.4K
|
+960
|
New
|
|
|
44
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$22.1K
|
+$21.4K
|
+843
|
New
|
|
|
45
|
Caitlin John
Brighton,
Michigan
|
$21.5K
|
–
|
–
|
–
|
|
|
46
|
UBS Group
Zurich,
Switzerland
|
$15.7K
|
-$190K
|
-7,471
|
-93%
|
|
|
47
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$12.6K
|
–
|
–
|
–
|
|
|
48
|
Strategic Wealth Partners
Independence,
Ohio
|
$12.5K
|
–
|
–
|
–
|
|
|
49
|
US Bancorp
Minneapolis,
Minnesota
|
$12.2K
|
+$11.8K
|
+464
|
New
|
|
|
50
|
Security National Bank
Omaha,
Nebraska
|
$11.8K
|
–
|
–
|
–
|
|
