|
26
|
Focus Partners Wealth
Boston,
Massachusetts
|
$215K
|
–
|
–
|
–
|
|
|
27
|
Rossby Financial
Melbourne,
Florida
|
$203K
|
+$42.9K
|
+1,616
|
+28%
|
|
|
28
|
Tower Research Capital (TRC)
New York
|
$164K
|
-$200K
|
-7,529
|
-56%
|
|
|
29
|
Fidelity Investments
Boston,
Massachusetts
|
$161K
|
+$5K
|
+188
|
+3%
|
|
|
30
|
AssetMark Inc
Concord,
California
|
$135K
|
+$132K
|
+4,953
|
New
|
|
|
31
|
Millstone Evans Group
Boulder,
Colorado
|
$128K
|
+$125K
|
+4,699
|
New
|
|
|
32
|
TFC Financial Management
Boston,
Massachusetts
|
$123K
|
–
|
–
|
–
|
|
|
33
|
Asset Dedication LLC
San Francisco,
California
|
$112K
|
–
|
–
|
–
|
|
|
34
|
ORG Partners
Roanoke,
Indiana
|
$98.5K
|
–
|
–
|
–
|
|
|
35
|
Steward Partners Investment Advisory
New York
|
$86.3K
|
–
|
–
|
–
|
|
|
36
|
Farther Finance Advisors
San Francisco,
California
|
$71.4K
|
–
|
–
|
–
|
|
|
37
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$47.2K
|
-$12K
|
-452
|
-21%
|
|
|
38
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15K
|
–
|
–
|
–
|
|
|
39
|
|
$5.3K
|
+$5.15K
|
+194
|
New
|
|
|
40
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$4.58K
|
–
|
–
|
–
|
|
|
41
|
Alerus Financial
Grand Forks,
North Dakota
|
$2.57K
|
+$2.5K
|
+94
|
New
|
|
|
42
|
Wells Fargo
San Francisco,
California
|
$7
|
–
|
–
|
–
|
|
|
43
|
Natural Investments
Windsor,
California
|
–
|
-$7.56M
|
-290,098
|
Closed
|
|
|
44
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
–
|
-$1.26M
|
-48,241
|
Closed
|
|
|
45
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
–
|
-$469K
|
-17,975
|
Closed
|
|
|
46
|
|
–
|
-$430K
|
-16,503
|
Closed
|
|
|
47
|
Raymond James Financial
St Petersburg,
Florida
|
–
|
-$90.5K
|
-3,473
|
Closed
|
|
|
48
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
–
|
-$156
|
-6
|
Closed
|
|
