|
26
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$503K
|
–
|
–
|
–
|
|
|
27
|
WT Wealth Management
Scottsdale,
Arizona
|
$457K
|
+$4.44K
|
+95
|
+1%
|
|
|
28
|
Pullen Investment Management
Bradenton,
Florida
|
$452K
|
+$441K
|
+9,436
|
New
|
|
|
29
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$377K
|
-$14.8M
|
-317,664
|
-98%
|
|
|
30
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$346K
|
-$60.6K
|
-1,297
|
-15%
|
|
|
31
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$346K
|
-$60.6K
|
-1,297
|
-15%
|
|
|
32
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$337K
|
–
|
–
|
–
|
|
|
33
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$293K
|
+$285K
|
+6,103
|
New
|
|
|
34
|
Seaside Wealth Management
Carlsbad,
California
|
$246K
|
–
|
–
|
–
|
|
|
35
|
MML Investors Services
Springfield,
Massachusetts
|
$244K
|
-$247K
|
-5,295
|
-51%
|
|
|
36
|
Leavell Investment Management
Mobile,
Alabama
|
$240K
|
-$11K
|
-235
|
-4%
|
|
|
37
|
US Bancorp
Minneapolis,
Minnesota
|
$230K
|
+$420
|
+9
|
+0.2%
|
|
|
38
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$179K
|
+$174K
|
+3,718
|
New
|
|
|
39
|
NewEdge Advisors
New Orleans,
Louisiana
|
$176K
|
-$22.8K
|
-488
|
-12%
|
|
|
40
|
|
$158K
|
+$24K
|
+515
|
+19%
|
|
|
41
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$46.1K
|
–
|
–
|
–
|
|
|
42
|
UBS Group
Zurich,
Switzerland
|
$32.2K
|
+$31.4K
|
+672
|
New
|
|
|
43
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$24K
|
-$10K
|
-215
|
-30%
|
|
|
44
|
Iron Horse Wealth Management
Johston,
Iowa
|
$19.7K
|
–
|
–
|
–
|
|
|
45
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$19.2K
|
+$18.7K
|
+400
|
New
|
|
|
46
|
Pineridge Advisors
St. Charles,
Missouri
|
$9.78K
|
–
|
–
|
–
|
|
|
47
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8K
|
-$310K
|
-6,648
|
-98%
|
|
|
48
|
Spire Wealth Management
Mclean,
Virginia
|
$7.34K
|
–
|
–
|
–
|
|
|
49
|
|
$6.81K
|
-$1.96M
|
-41,901
|
-100%
|
|
|
50
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$6.62K
|
+$6.44K
|
+138
|
New
|
|
