|
51
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$300K
|
+$285K
|
+7,636
|
New
|
|
|
52
|
Simplicity Wealth
Summit,
New Jersey
|
$298K
|
+$284K
|
+7,600
|
New
|
|
|
53
|
Jump Financial
Chicago,
Illinois
|
$250K
|
-$373K
|
-9,986
|
-61%
|
|
|
54
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$235K
|
–
|
–
|
–
|
|
|
55
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$211K
|
+$201K
|
+5,370
|
New
|
|
|
56
|
|
$207K
|
-$2.71M
|
-72,571
|
-93%
|
|
|
57
|
Victory Capital Management
San Antonio,
Texas
|
$207K
|
–
|
–
|
–
|
|
|
58
|
|
$205K
|
+$151K
|
+4,041
|
+342%
|
|
|
59
|
Blue Trust Inc
Alpharetta,
Georgia
|
$146K
|
+$65.3K
|
+1,748
|
+88%
|
|
|
60
|
DZ Bank
Frankfurt Am Main,
Germany
|
$99.7K
|
-$8.59K
|
-230
|
-8%
|
|
|
61
|
RhumbLine Advisers
Boston,
Massachusetts
|
$91.8K
|
–
|
–
|
–
|
|
|
62
|
Comerica Bank
Dallas,
Texas
|
$56.3K
|
+$53.6K
|
+1,436
|
New
|
|
|
63
|
Park Place Capital
Homewood,
Alabama
|
$18.4K
|
+$17.5K
|
+468
|
New
|
|
|
64
|
WealthCollab
Bellevue,
Washington
|
$10.1K
|
+$9.6K
|
+257
|
New
|
|
|
65
|
NewEdge Advisors
New Orleans,
Louisiana
|
$7.1K
|
-$2.8K
|
-75
|
-29%
|
|
|
66
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$3.26K
|
+$3.1K
|
+83
|
New
|
|
|
67
|
SYSTM Wealth Solutions
Chicago,
Illinois
|
$2.55K
|
+$2.43K
|
+65
|
New
|
|
|
68
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2K
|
+$1.57K
|
+42
|
New
|
|
|
69
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.92K
|
+$1.42K
|
+38
|
+238%
|
|
|
70
|
Wells Fargo
San Francisco,
California
|
$1.26K
|
+$1.2K
|
+32
|
New
|
|
|
71
|
Osaic Holdings
Scottsdale,
Arizona
|
$942
|
+$896
|
+24
|
New
|
|
|
72
|
Continuum Advisory
Eagle,
Idaho
|
$440
|
+$448
|
+12
|
New
|
|
|
73
|
Barclays
London,
United Kingdom
|
$392
|
+$374
|
+10
|
New
|
|
|
74
|
UBS Group
Zurich,
Switzerland
|
$78
|
-$9.79K
|
-262
|
-99%
|
|
|
75
|
|
–
|
-$2.21M
|
-55,887
|
Closed
|
|
