|
26
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$331K
|
–
|
–
|
–
|
|
|
27
|
Stifel Financial
St. Louis,
Missouri
|
$313K
|
-$21.8K
|
-430
|
-7%
|
|
|
28
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$307K
|
-$30.1K
|
-594
|
-9%
|
|
|
29
|
Venture Visionary Partners
Sylvania,
Ohio
|
$301K
|
–
|
–
|
–
|
|
|
30
|
Farther Finance Advisors
San Francisco,
California
|
$298K
|
+$297K
|
+5,858
|
New
|
|
|
31
|
Hilltop Holdings
Dallas,
Texas
|
$280K
|
–
|
–
|
–
|
|
|
32
|
Victory Financial Group
Austin,
Texas
|
$274K
|
+$5.62K
|
+111
|
+2%
|
|
|
33
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$269K
|
-$479K
|
-9,465
|
-64%
|
|
|
34
|
Davenport & Co
Richmond,
Virginia
|
$237K
|
+$236K
|
+4,660
|
New
|
|
|
35
|
Balance Wealth
Delaware,
Ohio
|
$204K
|
+$203K
|
+4,004
|
New
|
|
|
36
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$174K
|
–
|
–
|
–
|
|
|
37
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$154K
|
+$96.2K
|
+1,900
|
+170%
|
|
|
38
|
McIlrath & Eck
Arlington,
Washington
|
$68.8K
|
–
|
–
|
–
|
|
|
39
|
Geneos Wealth Management
Englewood,
Colorado
|
$30.5K
|
–
|
–
|
–
|
|
|
40
|
Rockefeller Capital Management
New York
|
$28.6K
|
+$11.4K
|
+226
|
+67%
|
|
|
41
|
William Blair & Company
Chicago,
Illinois
|
$25.4K
|
–
|
–
|
–
|
|
|
42
|
Harbour Investments
Madison,
Wisconsin
|
$6.62K
|
–
|
–
|
–
|
|
|
43
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.21K
|
+$3.19K
|
+63
|
New
|
|
|
44
|
AssetMark Inc
Concord,
California
|
$2.6K
|
+$2.58K
|
+51
|
New
|
|
|
45
|
|
$62
|
-$74.3K
|
-1,468
|
-100%
|
|
|
46
|
Wells Fargo
San Francisco,
California
|
$2
|
-$51
|
-1
|
Closed
|
|
|
47
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
–
|
-$292K
|
-5,858
|
Closed
|
|
|
48
|
Nikulski Financial
Bettendorf,
Iowa
|
–
|
-$282K
|
-5,653
|
Closed
|
|
|
49
|
Principal Securities
Des Moines,
Iowa
|
–
|
-$5.64K
|
-113
|
Closed
|
|
|
50
|
|
–
|
-$50
|
-1
|
Closed
|
|
