|
51
|
NewEdge Advisors
New Orleans,
Louisiana
|
$349K
|
+$350K
|
+4,630
|
New
|
|
|
52
|
EP Wealth Advisors
Torrance,
California
|
$310K
|
+$310K
|
+4,111
|
New
|
|
|
53
|
Avalon Capital Management
Port Of Redwood City,
California
|
$300K
|
-$39.4K
|
-521
|
-12%
|
|
|
54
|
Kestra Investment Management
Austin,
Texas
|
$268K
|
+$268K
|
+3,551
|
New
|
|
|
55
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$264K
|
–
|
–
|
–
|
|
|
56
|
Summitry LLC
Foster City,
California
|
$249K
|
–
|
–
|
–
|
|
|
57
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$225K
|
-$225K
|
-2,983
|
-50%
|
|
|
58
|
Simmons Bank
Pine Bluff,
Arkansas
|
$225K
|
–
|
–
|
–
|
|
|
59
|
Independent Financial Group
San Diego,
California
|
$220K
|
+$220K
|
+2,911
|
New
|
|
|
60
|
Western Reserve Capital Management
Hudson,
Ohio
|
$217K
|
+$217K
|
+2,872
|
New
|
|
|
61
|
Focus Partners Wealth
Boston,
Massachusetts
|
$216K
|
+$216K
|
+2,860
|
New
|
|
|
62
|
Schiavi & Co
Wilmington,
Delaware
|
$201K
|
–
|
–
|
–
|
|
|
63
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$200K
|
+$200K
|
+2,652
|
New
|
|
|
64
|
Allworth Financial
Folsom,
California
|
$84.1K
|
+$30K
|
+397
|
+55%
|
|
|
65
|
Jones Financial Companies
Des Peres,
Missouri
|
$58.9K
|
+$59K
|
+781
|
New
|
|
|
66
|
IFP Advisors
Tampa,
Florida
|
$36K
|
+$453
|
+6
|
+1%
|
|
|
67
|
North Star Investment Management
Chicago,
Illinois
|
$31.8K
|
-$49K
|
-649
|
-61%
|
|
|
68
|
Fiduciary Advisors Inc
St. Louis,
Missouri
|
$25.1K
|
+$25.1K
|
+332
|
New
|
|
|
69
|
Comerica Bank
Dallas,
Texas
|
$15.1K
|
+$15.1K
|
+200
|
New
|
|
|
70
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$14.9K
|
+$15K
|
+198
|
New
|
|
|
71
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11K
|
–
|
–
|
–
|
|
|
72
|
Private Trust Company
Cleveland,
Ohio
|
$3.17K
|
+$3.17K
|
+42
|
New
|
|
|
73
|
Orion Capital Management
Coronado,
California
|
$1.13K
|
–
|
–
|
–
|
|
|
74
|
Wells Fargo
San Francisco,
California
|
$18
|
–
|
–
|
–
|
|
|
75
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$647K
|
-8,549
|
Closed
|
|
