|
26
|
WealthStone
Columbus,
Ohio
|
$248K
|
+$233K
|
+9,065
|
New
|
|
|
27
|
Franklin Resources
San Mateo,
California
|
$209K
|
+$196K
|
+7,621
|
New
|
|
|
28
|
Parallel Advisors
San Francisco,
California
|
$138K
|
+$13.7K
|
+534
|
+12%
|
|
|
29
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$120K
|
+$112K
|
+4,372
|
New
|
|
|
30
|
Lindbrook Capital
Calabasas,
California
|
$110K
|
-$14.6K
|
-569
|
-12%
|
|
|
31
|
Acadian Asset Management
Boston,
Massachusetts
|
$100K
|
–
|
–
|
–
|
|
|
32
|
Janiczek Wealth Management
Denver,
Colorado
|
$24K
|
+$11.1K
|
+431
|
+95%
|
|
|
33
|
UBS Group
Zurich,
Switzerland
|
$23K
|
-$317K
|
-12,328
|
-94%
|
|
|
34
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$20K
|
-$3.26K
|
-127
|
-15%
|
|
|
35
|
Osaic Holdings
Scottsdale,
Arizona
|
$14K
|
-$411
|
-16
|
-3%
|
|
|
36
|
Bessemer Group
Woodbridge,
New Jersey
|
$13K
|
+$11.9K
|
+462
|
New
|
|
|
37
|
Valeo Financial Advisors
Carmel,
Indiana
|
$12K
|
–
|
–
|
–
|
|
|
38
|
Glassman Wealth Services
Vienna,
Virginia
|
$10K
|
+$694
|
+27
|
+8%
|
|
|
39
|
|
$8K
|
-$10.5K
|
-410
|
-59%
|
|
|
40
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$6K
|
–
|
–
|
–
|
|
|
41
|
|
$6K
|
+$283
|
+11
|
+5%
|
|
|
42
|
Berman Capital Advisors
Atlanta,
Georgia
|
$5K
|
-$3.91K
|
-152
|
-41%
|
|
|
43
|
Evoke Wealth
Los Angeles,
California
|
$5K
|
–
|
–
|
–
|
|
|
44
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$3K
|
-$51
|
-2
|
-2%
|
|
|
45
|
AssetMark Inc
Concord,
California
|
$3K
|
-$26
|
-1
|
-0.9%
|
|
|
46
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$3K
|
–
|
–
|
–
|
|
|
47
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$3K
|
+$2.7K
|
+105
|
New
|
|
|
48
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2K
|
-$1.16K
|
-45
|
-39%
|
|
|
49
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2K
|
+$951
|
+37
|
+50%
|
|
|
50
|
Wells Fargo
San Francisco,
California
|
$2K
|
+$2.06K
|
+80
|
New
|
|
