|
26
|
Fiduciary Trust
Boston,
Massachusetts
|
$217K
|
–
|
–
|
–
|
|
|
27
|
Advisory Services Network
Atlanta,
Georgia
|
$214K
|
+$51K
|
+1,103
|
+33%
|
|
|
28
|
Osaic Holdings
Scottsdale,
Arizona
|
$119K
|
+$6.71K
|
+145
|
+6%
|
|
|
29
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$110K
|
-$19.7K
|
-425
|
-16%
|
|
|
30
|
Parallel Advisors
San Francisco,
California
|
$94.8K
|
-$102K
|
-2,208
|
-53%
|
|
|
31
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$47K
|
–
|
–
|
–
|
|
|
32
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$43.9K
|
–
|
–
|
–
|
|
|
33
|
Annapolis Financial Services
Annapolis,
Maryland
|
$34.4K
|
+$33.5K
|
+723
|
New
|
|
|
34
|
Belpointe Asset Management
Reno,
Nevada
|
$23.8K
|
–
|
–
|
–
|
|
|
35
|
Advisornet Financial
Minnetonka,
Minnesota
|
$14.9K
|
+$740
|
+16
|
+5%
|
|
|
36
|
UBS Group
Zurich,
Switzerland
|
$12.5K
|
-$32.7K
|
-707
|
-73%
|
|
|
37
|
GoalVest Advisory
New York
|
$6.42K
|
–
|
–
|
–
|
|
|
38
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$6K
|
+$5.83K
|
+126
|
New
|
|
|
39
|
US Bancorp
Minneapolis,
Minnesota
|
$4.76K
|
–
|
–
|
–
|
|
|
40
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$4.57K
|
–
|
–
|
–
|
|
|
41
|
Financial Connections Group
Corte Madera,
California
|
$3K
|
+$1.94K
|
+42
|
+162%
|
|
|
42
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$2.38K
|
–
|
–
|
–
|
|
|
43
|
TCI Wealth Advisors
Tucson,
Arizona
|
$2.38K
|
–
|
–
|
–
|
|
|
44
|
Financial Management Professionals
Austin,
Texas
|
$2K
|
+$1.8K
|
+39
|
New
|
|
|
45
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.62K
|
+$185
|
+4
|
+13%
|
|
|
46
|
Ruedi Wealth Management
Champaign,
Illinois
|
$990
|
+$972
|
+21
|
New
|
|
|
47
|
Farther Finance Advisors
San Francisco,
California
|
$523
|
+$509
|
+11
|
New
|
|
|
48
|
Litman Gregory Wealth Management
Larkspur,
California
|
–
|
-$8.95M
|
-202,369
|
Closed
|
|
|
49
|
Tower Research Capital (TRC)
New York
|
–
|
-$1.26M
|
-28,437
|
Closed
|
|
|
50
|
Corrado Advisors
Ramsey,
New Jersey
|
–
|
-$13.3K
|
-300
|
Closed
|
|
