|
26
|
Claro Advisors
Boston,
Massachusetts
|
$686K
|
+$140K
|
+5,734
|
+27%
|
|
|
27
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$593K
|
-$1.28M
|
-52,799
|
-69%
|
|
|
28
|
Synergy Asset Management
Vancouver,
Washington
|
$557K
|
-$94.6K
|
-3,889
|
-15%
|
|
|
29
|
Capasso Planning Partners
Charleston,
South Carolina
|
$549K
|
–
|
–
|
–
|
|
|
30
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$496K
|
-$5.33K
|
-219
|
-1%
|
|
|
31
|
Winnow Wealth
Waco,
Texas
|
$494K
|
+$57K
|
+2,341
|
+14%
|
|
|
32
|
LPL Financial
San Diego,
California
|
$467K
|
+$453K
|
+18,616
|
New
|
|
|
33
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$463K
|
-$26.2K
|
-1,076
|
-6%
|
|
|
34
|
OneAscent Financial Services
Birmingham,
Alabama
|
$449K
|
+$11.3K
|
+463
|
+3%
|
|
|
35
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$442K
|
-$13.4K
|
-550
|
-3%
|
|
|
36
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$441K
|
+$108K
|
+4,434
|
+34%
|
|
|
37
|
O'Donnell Financial Services
San Rafael,
California
|
$440K
|
-$20.2K
|
-830
|
-5%
|
|
|
38
|
Brookstone Capital Management
Wheaton,
Illinois
|
$394K
|
–
|
–
|
–
|
|
|
39
|
Tradition Wealth Management
Edina,
Minnesota
|
$358K
|
–
|
–
|
–
|
|
|
40
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$322K
|
-$21.8K
|
-894
|
-6%
|
|
|
41
|
Principal Securities
Des Moines,
Iowa
|
$317K
|
+$76K
|
+3,123
|
+33%
|
|
|
42
|
Mariner
Overland Park,
Kansas
|
$301K
|
+$41.4K
|
+1,700
|
+17%
|
|
|
43
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$288K
|
+$23.5K
|
+965
|
+9%
|
|
|
44
|
Bank of New York Mellon
New York
|
$217K
|
+$210K
|
+8,650
|
New
|
|
|
45
|
Harbour Investments
Madison,
Wisconsin
|
$91.3K
|
-$3.65K
|
-150
|
-4%
|
|
|
46
|
IFG Advisory
Atlanta,
Georgia
|
$85.3K
|
–
|
–
|
–
|
|
|
47
|
Farther Finance Advisors
San Francisco,
California
|
$27.6K
|
–
|
–
|
–
|
|
|
48
|
AssetMark Inc
Concord,
California
|
$7.3K
|
+$7.08K
|
+291
|
New
|
|
|
49
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
–
|
-$240K
|
-10,391
|
Closed
|
|
|
50
|
UBS Group
Zurich,
Switzerland
|
–
|
-$23.2K
|
-1,008
|
Closed
|
|
