|
26
|
Global Retirement Partners
San Rafael,
California
|
$62K
|
-$1.05K
|
-26
|
-2%
|
|
|
27
|
Wormser Freres Gestion
Paris,
France
|
$58.8K
|
–
|
–
|
–
|
|
|
28
|
CX Institutional
Auburn,
Indiana
|
$38K
|
+$21.9K
|
+544
|
+127%
|
|
|
29
|
Jones Financial Companies
Des Peres,
Missouri
|
$29.6K
|
–
|
–
|
–
|
|
|
30
|
Whittier Trust
South Pasadena,
California
|
$24.8K
|
–
|
–
|
–
|
|
|
31
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$21.3K
|
–
|
–
|
–
|
|
|
32
|
Fidelity Investments
Boston,
Massachusetts
|
$18.6K
|
+$7.24K
|
+180
|
+61%
|
|
|
33
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$17.7K
|
–
|
–
|
–
|
|
|
34
|
AE Wealth Management
Topeka,
Kansas
|
$13.9K
|
+$1.29K
|
+32
|
+10%
|
|
|
35
|
Financial Connections Group
Corte Madera,
California
|
$11K
|
–
|
–
|
–
|
|
|
36
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$10K
|
–
|
–
|
–
|
|
|
37
|
Ancora Advisors
Cleveland,
Ohio
|
$7.85K
|
–
|
–
|
–
|
|
|
38
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7.85K
|
–
|
–
|
–
|
|
|
39
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6.67K
|
-$1.01K
|
-25
|
-13%
|
|
|
40
|
Comerica Bank
Dallas,
Texas
|
$6.51K
|
–
|
–
|
–
|
|
|
41
|
Rockefeller Capital Management
New York
|
$4.23K
|
+$4.3K
|
+107
|
New
|
|
|
42
|
Kiker Wealth Management
Jasper,
Georgia
|
$1.55K
|
–
|
–
|
–
|
|
|
43
|
Perkins Coie Trust Company
Seattle,
Washington
|
$666
|
+$684
|
+17
|
New
|
|
|
44
|
Hollencrest Capital Management
Newport Beach,
California
|
$589
|
–
|
–
|
–
|
|
|
45
|
Rossby Financial
Melbourne,
Florida
|
$348
|
–
|
–
|
–
|
|
|
46
|
Farther Finance Advisors
San Francisco,
California
|
$327
|
+$322
|
+8
|
New
|
|
|
47
|
BNP Paribas
Paris,
France
|
$314
|
-$523K
|
-12,999
|
-100%
|
|
|
48
|
|
$27
|
–
|
–
|
–
|
|
|
49
|
Wells Fargo
San Francisco,
California
|
$10
|
-$36K
|
-894
|
Closed
|
|
|
50
|
Trek Financial
Scottsdale,
Arizona
|
–
|
-$1.26M
|
-31,414
|
Closed
|
|
