|
26
|
Elyxium Wealth
San Mateo,
California
|
$590K
|
+$597K
|
+25,755
|
New
|
|
|
27
|
Lodestar Private Asset Management
Alamo,
California
|
$533K
|
+$244K
|
+10,522
|
+83%
|
|
|
28
|
Brookstone Capital Management
Wheaton,
Illinois
|
$530K
|
-$166K
|
-7,156
|
-24%
|
|
|
29
|
Envestnet Asset Management
Chicago,
Illinois
|
$358K
|
+$362K
|
+15,632
|
New
|
|
|
30
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$337K
|
+$59.9K
|
+2,584
|
+21%
|
|
|
31
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$319K
|
+$72.8K
|
+3,140
|
+30%
|
|
|
32
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$298K
|
–
|
–
|
–
|
|
|
33
|
Wealthedge Investment Advisors
New York
|
$293K
|
+$297K
|
+12,806
|
New
|
|
|
34
|
Atria Wealth Solutions
New York
|
$291K
|
+$294K
|
+12,688
|
New
|
|
|
35
|
Harbour Investments
Madison,
Wisconsin
|
$212K
|
+$214K
|
+9,250
|
New
|
|
|
36
|
Park Avenue Securities
New York
|
$209K
|
+$212K
|
+9,138
|
New
|
|
|
37
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$206K
|
+$209K
|
+9,010
|
New
|
|
|
38
|
Allworth Financial
Folsom,
California
|
$155K
|
–
|
–
|
–
|
|
|
39
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$23K
|
–
|
–
|
–
|
|
|
40
|
Principal Securities
Des Moines,
Iowa
|
$22.9K
|
+$23.1K
|
+999
|
New
|
|
|
41
|
Private Trust Company
Cleveland,
Ohio
|
$14.3K
|
–
|
–
|
–
|
|
|
42
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8K
|
+$7.69K
|
+332
|
New
|
|
|
43
|
Parallel Advisors
San Francisco,
California
|
$4.76K
|
–
|
–
|
–
|
|
|
44
|
Venturi Wealth Management
Austin,
Texas
|
$4.58K
|
–
|
–
|
–
|
|
|
45
|
Wells Fargo
San Francisco,
California
|
$5
|
–
|
–
|
–
|
|
|
46
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
–
|
-$609K
|
-27,330
|
Closed
|
|
|
47
|
Sowell Financial Services
North Little Rock,
Arkansas
|
–
|
-$457K
|
-20,518
|
Closed
|
|
|
48
|
|
–
|
-$203K
|
-9,113
|
Closed
|
|
