|
26
|
IEQ Capital
Foster City,
California
|
$359K
|
–
|
–
|
–
|
|
|
27
|
Kestra Advisory Services
Austin,
Texas
|
$302K
|
+$332K
|
+8,561
|
New
|
|
|
28
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$258K
|
-$27.4K
|
-705
|
-9%
|
|
|
29
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$245K
|
-$2.37K
|
-61
|
-0.9%
|
|
|
30
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$217K
|
-$11.3K
|
-291
|
-5%
|
|
|
31
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$216K
|
+$237K
|
+6,104
|
New
|
|
|
32
|
Private Trust Company
Cleveland,
Ohio
|
$215K
|
-$1.36K
|
-35
|
-0.6%
|
|
|
33
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$149K
|
-$1.9K
|
-49
|
-1%
|
|
|
34
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$138K
|
+$152K
|
+3,909
|
New
|
|
|
35
|
Rockefeller Capital Management
New York
|
$136K
|
-$116
|
-3
|
-0.1%
|
|
|
36
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$125K
|
-$824K
|
-21,219
|
-86%
|
|
|
37
|
SRH Advisors
Salina,
Kansas
|
$78K
|
+$85.8K
|
+2,210
|
New
|
|
|
38
|
Geneos Wealth Management
Englewood,
Colorado
|
$70K
|
–
|
–
|
–
|
|
|
39
|
Harbour Investments
Madison,
Wisconsin
|
$58K
|
–
|
–
|
–
|
|
|
40
|
AssetMark Inc
Concord,
California
|
$29K
|
+$32.3K
|
+833
|
New
|
|
|
41
|
Fidelity Investments
Boston,
Massachusetts
|
$22K
|
–
|
–
|
–
|
|
|
42
|
TFC Financial Management
Boston,
Massachusetts
|
$18K
|
+$19.4K
|
+500
|
New
|
|
|
43
|
American Portfolios Advisors
Holbrook,
New York
|
$16.2K
|
–
|
–
|
–
|
|
|
44
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11K
|
–
|
–
|
–
|
|
|
45
|
Cetera Advisors
Denver,
Colorado
|
–
|
-$486K
|
-12,957
|
Closed
|
|
|
46
|
|
–
|
-$2K
|
-64
|
Closed
|
|
