|
1
|
Avior Wealth Management
Omaha,
Nebraska
|
$3.36M
|
+$3.57M
|
+94,313
|
New
|
|
|
2
|
Natural Investments
Windsor,
California
|
$1.14M
|
+$84.5K
|
+2,229
|
+7%
|
|
|
3
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$962K
|
+$350K
|
+9,246
|
+52%
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
$899K
|
-$324K
|
-8,553
|
-25%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$610K
|
-$481K
|
-12,691
|
-43%
|
|
|
6
|
Principal Securities
Des Moines,
Iowa
|
$413K
|
–
|
–
|
–
|
|
|
7
|
|
$368K
|
+$391K
|
+10,322
|
New
|
|
|
8
|
Pathstone Holdings
Englewood,
New Jersey
|
$245K
|
–
|
–
|
–
|
|
|
9
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$205K
|
+$8.04K
|
+212
|
+4%
|
|
|
10
|
Meramec Financial Planners
Saint Louis,
Missouri
|
$62.5K
|
+$417
|
+11
|
+0.6%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$60.9K
|
–
|
–
|
–
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$55.5K
|
+$48.4K
|
+1,276
|
+452%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$36K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$24.7K
|
+$26.3K
|
+695
|
New
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$22.5K
|
–
|
–
|
–
|
|
|
16
|
Lodestone Wealth Management
Spokane,
Washington
|
$10.2K
|
–
|
–
|
–
|
|
|
17
|
Farther Finance Advisors
San Francisco,
California
|
$7.81K
|
-$21.5K
|
-566
|
-72%
|
|
|
18
|
Rockefeller Capital Management
New York
|
$5.91K
|
–
|
–
|
–
|
|
|
19
|
|
$2.35K
|
–
|
–
|
–
|
|
|
20
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$2.35K
|
+$2.5K
|
+66
|
New
|
|
|
21
|
|
$1.63K
|
+$1.1K
|
+29
|
+171%
|
|
|
22
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.6K
|
–
|
–
|
–
|
|
|
23
|
Rothschild Investment LLC
Chicago,
Illinois
|
$534
|
–
|
–
|
–
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$31
|
–
|
–
|
–
|
|
|
25
|
Private Wealth Advisors (California)
Fresno,
California
|
–
|
-$1.4M
|
-38,010
|
Closed
|
|
