|
26
|
Lodestar Private Asset Management
Alamo,
California
|
$398K
|
-$111K
|
-4,879
|
-21%
|
|
|
27
|
|
$389K
|
+$410K
|
+18,027
|
New
|
|
|
28
|
Wealthedge Investment Advisors
New York
|
$388K
|
+$117K
|
+5,164
|
+40%
|
|
|
29
|
Citadel Advisors
Miami,
Florida
|
$366K
|
+$385K
|
+16,955
|
New
|
|
|
30
|
Cary Street Partners
Richmond,
Virginia
|
$345K
|
-$378K
|
-16,629
|
-51%
|
|
|
31
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$295K
|
+$705
|
+31
|
+0.2%
|
|
|
32
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$281K
|
–
|
–
|
–
|
|
|
33
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$264K
|
-$356K
|
-15,641
|
-56%
|
|
|
34
|
Regal Investment Advisors
Kentwood,
Michigan
|
$218K
|
+$230K
|
+10,110
|
New
|
|
|
35
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$215K
|
+$226K
|
+9,957
|
New
|
|
|
36
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$204K
|
+$9.66K
|
+425
|
+5%
|
|
|
37
|
Allworth Financial
Folsom,
California
|
$117K
|
-$22.7K
|
-1,000
|
-15%
|
|
|
38
|
Principal Securities
Des Moines,
Iowa
|
$26.7K
|
+$3.82K
|
+168
|
+17%
|
|
|
39
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$22K
|
–
|
–
|
–
|
|
|
40
|
Private Trust Company
Cleveland,
Ohio
|
$13.4K
|
–
|
–
|
–
|
|
|
41
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7K
|
–
|
–
|
–
|
|
|
42
|
Parallel Advisors
San Francisco,
California
|
$4.5K
|
–
|
–
|
–
|
|
|
43
|
Wells Fargo
San Francisco,
California
|
$1.1K
|
+$1.16K
|
+51
|
New
|
|
|
44
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
–
|
-$58.2M
|
-2,541,580
|
Closed
|
|
|
45
|
Per Stirling Capital Management
Austin,
Texas
|
–
|
-$1.82M
|
-79,656
|
Closed
|
|
|
46
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$1.21M
|
-55,975
|
Closed
|
|
|
47
|
Stephens Inc
Little Rock,
Arkansas
|
–
|
-$834K
|
-36,418
|
Closed
|
|
|
48
|
Retireful LLC
Haslett,
Michigan
|
–
|
-$774K
|
-33,787
|
Closed
|
|
|
49
|
Equitable Holdings
New York
|
–
|
-$655K
|
-28,586
|
Closed
|
|
|
50
|
Park Avenue Securities
New York
|
–
|
-$209K
|
-9,138
|
Closed
|
|
