|
1
|
Private Wealth Advisors (California)
Fresno,
California
|
$1.4M
|
+$1.37M
|
+38,010
|
New
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.25M
|
+$479K
|
+13,318
|
+65%
|
|
|
3
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$1.16M
|
–
|
–
|
–
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.1M
|
-$595K
|
-16,523
|
-36%
|
|
|
5
|
Natural Investments
Windsor,
California
|
$1.1M
|
-$111K
|
-3,076
|
-9%
|
|
|
6
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$656K
|
+$397K
|
+11,020
|
+163%
|
|
|
7
|
Principal Securities
Des Moines,
Iowa
|
$428K
|
+$417K
|
+11,600
|
New
|
|
|
8
|
Pathstone Holdings
Englewood,
New Jersey
|
$254K
|
–
|
–
|
–
|
|
|
9
|
GTS Securities
Miami,
Florida
|
$208K
|
+$203K
|
+5,633
|
New
|
|
|
10
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$205K
|
+$200K
|
+5,552
|
New
|
|
|
11
|
Meramec Financial Planners
Saint Louis,
Missouri
|
$67.9K
|
–
|
–
|
–
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$63.1K
|
–
|
–
|
–
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$38K
|
–
|
–
|
–
|
|
|
14
|
Farther Finance Advisors
San Francisco,
California
|
$29.1K
|
+$288
|
+8
|
+1%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$23.4K
|
+$19.8K
|
+550
|
+663%
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17.3K
|
–
|
–
|
–
|
|
|
17
|
Lodestone Wealth Management
Spokane,
Washington
|
$10.5K
|
+$108
|
+3
|
+1%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.4K
|
+$2.38K
|
+66
|
+31%
|
|
|
19
|
Rockefeller Capital Management
New York
|
$6.13K
|
–
|
–
|
–
|
|
|
20
|
|
$2.44K
|
–
|
–
|
–
|
|
|
21
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.66K
|
–
|
–
|
–
|
|
|
22
|
|
$611
|
+$612
|
+17
|
New
|
|
|
23
|
Rothschild Investment LLC
Chicago,
Illinois
|
$554
|
–
|
–
|
–
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$36
|
–
|
–
|
–
|
|
|
25
|
|
–
|
-$441K
|
-13,263
|
Closed
|
|
