|
51
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$244K
|
+$3.25K
|
+36
|
+1%
|
|
|
52
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$244K
|
–
|
–
|
–
|
|
|
53
|
Kestra Advisory Services
Austin,
Texas
|
$235K
|
-$60.2K
|
-668
|
-21%
|
|
|
54
|
Bank of America
Charlotte,
North Carolina
|
$229K
|
-$953K
|
-10,572
|
-81%
|
|
|
55
|
Whittier Trust
South Pasadena,
California
|
$225K
|
–
|
–
|
–
|
|
|
56
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$217K
|
-$12.9K
|
-143
|
-6%
|
|
|
57
|
Atria Investments
Charlotte,
North Carolina
|
$209K
|
+$204K
|
+2,258
|
New
|
|
|
58
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$209K
|
+$204K
|
+2,258
|
New
|
|
|
59
|
Global Retirement Partners
San Rafael,
California
|
$190K
|
+$184K
|
+2,044
|
New
|
|
|
60
|
Wells Fargo
San Francisco,
California
|
$173K
|
+$168K
|
+1,865
|
+186,500%
|
|
|
61
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$158K
|
–
|
–
|
–
|
|
|
62
|
GeoWealth Management
Chicago,
Illinois
|
$116K
|
-$13.3K
|
-147
|
-11%
|
|
|
63
|
Allworth Financial
Folsom,
California
|
$101K
|
–
|
–
|
–
|
|
|
64
|
Farther Finance Advisors
San Francisco,
California
|
$86.1K
|
+$83.8K
|
+929
|
New
|
|
|
65
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$82K
|
+$90
|
+1
|
+0.1%
|
|
|
66
|
Kings Path Partners
Sugar Land,
Texas
|
$74K
|
–
|
–
|
–
|
|
|
67
|
UBS Group
Zurich,
Switzerland
|
$70.9K
|
+$2.52K
|
+28
|
+4%
|
|
|
68
|
CX Institutional
Auburn,
Indiana
|
$61K
|
+$811
|
+9
|
+1%
|
|
|
69
|
Fidelity Investments
Boston,
Massachusetts
|
$54.9K
|
–
|
–
|
–
|
|
|
70
|
Vestor Capital
Chicago,
Illinois
|
$45K
|
+$104K
|
+1,159
|
+238%
|
|
|
71
|
Curio Wealth
Annapolis,
Maryland
|
$36K
|
–
|
–
|
–
|
|
|
72
|
Harbour Investments
Madison,
Wisconsin
|
$35K
|
–
|
–
|
–
|
|
|
73
|
Marquette Associates
Chicago,
Illinois
|
$34.8K
|
-$4.42K
|
-49
|
-12%
|
|
|
74
|
Parallel Advisors
San Francisco,
California
|
$33.4K
|
–
|
–
|
–
|
|
|
75
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$33K
|
+$6.94K
|
+77
|
+30%
|
|
