|
126
|
Blue Trust Inc
Alpharetta,
Georgia
|
$981
|
–
|
–
|
–
|
|
|
127
|
Rialto Wealth Management
Syracuse,
New York
|
$953
|
–
|
–
|
–
|
|
|
128
|
Farther Finance Advisors
San Francisco,
California
|
$779
|
+$174
|
+8
|
+42%
|
|
|
129
|
Physician Wealth Advisors
Midvale,
Utah
|
$693
|
+$523
|
+24
|
New
|
|
|
130
|
MV Capital Management
Bethesda,
Maryland
|
$549
|
–
|
–
|
–
|
|
|
131
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$422
|
–
|
–
|
–
|
|
|
132
|
|
$346
|
–
|
–
|
–
|
|
|
133
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$259
|
–
|
–
|
–
|
|
|
134
|
Community Financial Services Group
Newport,
Vermont
|
$181
|
–
|
–
|
–
|
|
|
135
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$173
|
–
|
–
|
–
|
|
|
136
|
IFG Advisory
Atlanta,
Georgia
|
$116
|
+$87
|
+4
|
New
|
|
|
137
|
Fortis Group Advisors
Westwood,
New Jersey
|
$115
|
–
|
–
|
–
|
|
|
138
|
IFP Advisors
Tampa,
Florida
|
$115
|
–
|
–
|
–
|
|
|
139
|
Jones Financial Companies
Des Peres,
Missouri
|
$87
|
-$17.3K
|
-792
|
-100%
|
|
|
140
|
Creative Financial Designs
Kokomo,
Indiana
|
$87
|
–
|
–
|
–
|
|
|
141
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$87
|
–
|
–
|
–
|
|
|
142
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$87
|
+$65
|
+3
|
New
|
|
|
143
|
AssetMark Inc
Concord,
California
|
$29
|
–
|
–
|
–
|
|
|
144
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$29
|
–
|
–
|
–
|
|
|
145
|
Victory Capital Management
San Antonio,
Texas
|
$29
|
–
|
–
|
–
|
|
|
146
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$29
|
+$22
|
+1
|
New
|
|
|
147
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$20.7M
|
-1,803,950
|
Closed
|
|
|
148
|
|
–
|
-$2.55M
|
-221,792
|
Closed
|
|
|
149
|
|
–
|
-$1.27M
|
-110,268
|
Closed
|
|
|
150
|
Alpine Global Management
New York
|
–
|
-$990K
|
-86,100
|
Closed
|
|
