|
26
|
Rossby Financial
Melbourne,
Florida
|
$202K
|
+$2.17K
|
+78
|
+1%
|
|
|
27
|
Fidelity Investments
Boston,
Massachusetts
|
$159K
|
–
|
–
|
–
|
|
|
28
|
Farther Finance Advisors
San Francisco,
California
|
$153K
|
+$5.52K
|
+199
|
+4%
|
|
|
29
|
Millstone Evans Group
Boulder,
Colorado
|
$126K
|
–
|
–
|
–
|
|
|
30
|
TFC Financial Management
Boston,
Massachusetts
|
$121K
|
–
|
–
|
–
|
|
|
31
|
Asset Dedication LLC
San Francisco,
California
|
$110K
|
–
|
–
|
–
|
|
|
32
|
Steward Partners Investment Advisory
New York
|
$84.7K
|
–
|
–
|
–
|
|
|
33
|
AssetMark Inc
Concord,
California
|
$73.6K
|
-$45.9K
|
-1,653
|
-38%
|
|
|
34
|
Golden State Equity Partners
South Coast Metro,
California
|
$63.7K
|
+$65.9K
|
+2,376
|
New
|
|
|
35
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$46.4K
|
–
|
–
|
–
|
|
|
36
|
AE Wealth Management
Topeka,
Kansas
|
$32.5K
|
–
|
–
|
–
|
|
|
37
|
|
$19.3K
|
-$17K
|
-614
|
-45%
|
|
|
38
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$14.4K
|
–
|
–
|
–
|
|
|
39
|
Harbour Investments
Madison,
Wisconsin
|
$8.1K
|
+$8.38K
|
+302
|
New
|
|
|
40
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$4.38K
|
–
|
–
|
–
|
|
|
41
|
Sankala Group
Lyons,
Colorado
|
$3.27K
|
-$6.13K
|
-221
|
-64%
|
|
|
42
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1.53K
|
+$1.58K
|
+57
|
New
|
|
|
43
|
UBS Group
Zurich,
Switzerland
|
$295
|
-$7.3K
|
-263
|
-96%
|
|
|
44
|
Wells Fargo
San Francisco,
California
|
$23
|
–
|
–
|
–
|
|
|
45
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$809K
|
-29,767
|
Closed
|
|
|
46
|
Flow Traders U.S.
New York
|
–
|
-$425K
|
-15,634
|
Closed
|
|
|
47
|
Denver Wealth Management
Denver,
Colorado
|
–
|
-$310K
|
-11,402
|
Closed
|
|
|
48
|
Figure 8 Investment Strategies
Boise,
Idaho
|
–
|
-$201K
|
-7,407
|
Closed
|
|
|
49
|
Evolution Advisers
Richmond,
Virginia
|
–
|
-$41K
|
-1,513
|
Closed
|
|
|
50
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$27.7K
|
-1,020
|
Closed
|
|
