|
26
|
Savvy Advisors Inc
New York
|
$312K
|
-$26.1K
|
-614
|
-8%
|
|
|
27
|
COFG Advisors
Oak Brook,
Illinois
|
$276K
|
–
|
–
|
–
|
|
|
28
|
Brown Brothers Harriman & Co
New York
|
$259K
|
+$259K
|
+6,089
|
New
|
|
|
29
|
1900 Wealth Management
San Antonio,
Texas
|
$242K
|
-$19.4K
|
-456
|
-7%
|
|
|
30
|
Principal Securities
Des Moines,
Iowa
|
$210K
|
+$210K
|
+4,948
|
New
|
|
|
31
|
Bank of New York Mellon
New York
|
$206K
|
-$6.92M
|
-162,676
|
-97%
|
|
|
32
|
|
$205K
|
+$206K
|
+4,834
|
New
|
|
|
33
|
Farther Finance Advisors
San Francisco,
California
|
$176K
|
-$34K
|
-800
|
-16%
|
|
|
34
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$149K
|
+$149K
|
+3,510
|
New
|
|
|
35
|
RMG Wealth Management
Platteville,
Wisconsin
|
$102K
|
+$97.3K
|
+2,287
|
New
|
|
|
36
|
Private Trust Company
Cleveland,
Ohio
|
$87.4K
|
+$87.5K
|
+2,057
|
New
|
|
|
37
|
Vanguard Advisers Inc
Malvern,
Pennsylvania
|
$35.2K
|
+$35.3K
|
+829
|
New
|
|
|
38
|
Global Retirement Partners
San Rafael,
California
|
$28.2K
|
+$28.2K
|
+663
|
New
|
|
|
39
|
Wells Fargo
San Francisco,
California
|
$27.6K
|
+$27.7K
|
+651
|
New
|
|
|
40
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$16K
|
+$16K
|
+376
|
New
|
|
|
41
|
Fidelity Investments
Boston,
Massachusetts
|
$42
|
+$43
|
+1
|
New
|
|
|
42
|
|
–
|
-$288K
|
-6,754
|
Closed
|
|
|
43
|
Parallel Advisors
San Francisco,
California
|
–
|
-$21.1K
|
-495
|
Closed
|
|
|
44
|
Root Financial Partners
Encinitas,
California
|
–
|
-$14.9K
|
-349
|
Closed
|
|
