|
26
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$293K
|
–
|
–
|
–
|
|
|
27
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$288K
|
–
|
–
|
–
|
|
|
28
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$278K
|
-$24.4K
|
-449
|
-8%
|
|
|
29
|
AlphaCore Capital
La Jolla,
California
|
$261K
|
+$261K
|
+4,800
|
New
|
|
|
30
|
Integrity Alliance
Urbandale,
Iowa
|
$257K
|
+$257K
|
+4,721
|
New
|
|
|
31
|
Kaydan Wealth Management
Fenton,
Michigan
|
$242K
|
–
|
–
|
–
|
|
|
32
|
Belpointe Asset Management
Reno,
Nevada
|
$241K
|
–
|
–
|
–
|
|
|
33
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$236K
|
+$59K
|
+1,083
|
+33%
|
|
|
34
|
Trilogy Capital
Irvine,
California
|
$232K
|
–
|
–
|
–
|
|
|
35
|
Western Wealth Management
Golden,
Colorado
|
$219K
|
+$10.4K
|
+191
|
+5%
|
|
|
36
|
Ameriprise
Minneapolis,
Minnesota
|
$208K
|
+$208K
|
+3,829
|
New
|
|
|
37
|
Harbour Investments
Madison,
Wisconsin
|
$198K
|
+$65.3K
|
+1,200
|
+49%
|
|
|
38
|
UBS Group
Zurich,
Switzerland
|
$196K
|
-$478K
|
-8,783
|
-71%
|
|
|
39
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$178K
|
+$178K
|
+3,277
|
New
|
|
|
40
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$167K
|
-$4.85K
|
-89
|
-3%
|
|
|
41
|
Jones Financial Companies
Des Peres,
Missouri
|
$152K
|
-$4.36K
|
-80
|
-3%
|
|
|
42
|
Collier Financial
Denver,
Colorado
|
$60.8K
|
–
|
–
|
–
|
|
|
43
|
Trust Company of Toledo
Holland,
Ohio
|
$53K
|
–
|
–
|
–
|
|
|
44
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$52.8K
|
+$49.5K
|
+909
|
New
|
|
|
45
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$40.8K
|
+$5.34K
|
+98
|
+15%
|
|
|
46
|
Key Financial Inc
West Chester,
Pennsylvania
|
$37.4K
|
–
|
–
|
–
|
|
|
47
|
AssetMark Inc
Concord,
California
|
$30.2K
|
–
|
–
|
–
|
|
|
48
|
Fidelity Investments
Boston,
Massachusetts
|
$30K
|
–
|
–
|
–
|
|
|
49
|
|
$28.8K
|
+$12.1K
|
+222
|
+72%
|
|
|
50
|
Rockefeller Capital Management
New York
|
$18.5K
|
+$18.6K
|
+341
|
New
|
|
