|
26
|
Atlas Wealth
Cincinnati,
Ohio
|
$553K
|
+$54.4K
|
+1,223
|
+11%
|
|
|
27
|
Kestra Advisory Services
Austin,
Texas
|
$331K
|
-$120K
|
-2,702
|
-27%
|
|
|
28
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$331K
|
+$5.56K
|
+125
|
+2%
|
|
|
29
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$298K
|
-$26.7K
|
-600
|
-8%
|
|
|
30
|
BXM Wealth
Englewood,
Colorado
|
$294K
|
+$291K
|
+6,550
|
New
|
|
|
31
|
|
$276K
|
+$274K
|
+6,153
|
New
|
|
|
32
|
Integrated Advisors Network
Dallas,
Texas
|
$258K
|
-$249K
|
-5,597
|
-49%
|
|
|
33
|
Equitable Holdings
New York
|
$206K
|
+$205K
|
+4,596
|
New
|
|
|
34
|
BOK Financial
Tulsa,
Oklahoma
|
$124K
|
+$123K
|
+2,758
|
New
|
|
|
35
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$122K
|
+$121K
|
+2,716
|
New
|
|
|
36
|
|
$85K
|
-$21.8K
|
-490
|
-21%
|
|
|
37
|
|
$78.1K
|
+$78.1K
|
+1,754
|
New
|
|
|
38
|
Private Trust Company
Cleveland,
Ohio
|
$75.8K
|
+$34K
|
+765
|
+83%
|
|
|
39
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$22.5K
|
+$22.3K
|
+500
|
New
|
|
|
40
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$11.1K
|
–
|
–
|
–
|
|
|
41
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.36K
|
+$8.28K
|
+186
|
New
|
|
|
42
|
Golden State Equity Partners
South Coast Metro,
California
|
–
|
-$2.25M
|
-54,453
|
Closed
|
|
|
43
|
Flow Traders U.S.
New York
|
–
|
-$970K
|
-23,510
|
Closed
|
|
|
44
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$955K
|
-23,168
|
Closed
|
|
|
45
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$32K
|
-788
|
Closed
|
|
|
46
|
Allworth Financial
Folsom,
California
|
–
|
-$7.71K
|
-187
|
Closed
|
|
|
47
|
Wells Fargo
San Francisco,
California
|
–
|
-$2.72K
|
-66
|
Closed
|
|
