|
26
|
Atria Investments
Charlotte,
North Carolina
|
$1.21M
|
+$154K
|
+4,939
|
+14%
|
|
|
27
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.21M
|
-$97.7K
|
-3,144
|
-7%
|
|
|
28
|
UBS Group
Zurich,
Switzerland
|
$751K
|
+$515K
|
+16,558
|
+204%
|
|
|
29
|
Colony Group
Boston,
Massachusetts
|
$683K
|
-$75.2K
|
-2,418
|
-10%
|
|
|
30
|
Claro Advisors
Boston,
Massachusetts
|
$544K
|
+$6.68K
|
+215
|
+1%
|
|
|
31
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$510K
|
+$67.2K
|
+2,163
|
+15%
|
|
|
32
|
HF Advisory Group
Annapolis,
Maryland
|
$452K
|
+$3.54K
|
+114
|
+0.8%
|
|
|
33
|
Axxcess Wealth Management
Carlsbad,
California
|
$427K
|
+$436K
|
+14,033
|
New
|
|
|
34
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$420K
|
-$29.1K
|
-935
|
-6%
|
|
|
35
|
American Money Management
Rancho Santa Fe,
California
|
$415K
|
-$3.7K
|
-119
|
-0.9%
|
|
|
36
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$389K
|
-$24.4K
|
-784
|
-6%
|
|
|
37
|
Equitable Holdings
New York
|
$372K
|
-$174K
|
-5,603
|
-31%
|
|
|
38
|
TRUADVICE
Sarasota,
Florida
|
$372K
|
+$380K
|
+12,231
|
New
|
|
|
39
|
WESCAP Management Group
Glendale,
California
|
$333K
|
–
|
–
|
–
|
|
|
40
|
Apeiron RIA
Dallas,
Texas
|
$324K
|
-$45K
|
-1,448
|
-12%
|
|
|
41
|
|
$315K
|
+$5.5K
|
+177
|
+2%
|
|
|
42
|
Beacon Financial Group
Dallas,
Texas
|
$301K
|
–
|
–
|
–
|
|
|
43
|
Modera Wealth Management
Westwood,
New Jersey
|
$299K
|
+$306K
|
+9,832
|
New
|
|
|
44
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$264K
|
+$1.06K
|
+34
|
+0.4%
|
|
|
45
|
Atria Wealth Solutions
New York
|
$256K
|
+$18K
|
+579
|
+7%
|
|
|
46
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$256K
|
+$261K
|
+8,390
|
New
|
|
|
47
|
Private Advisor Group
Morristown,
New Jersey
|
$252K
|
+$933
|
+30
|
+0.4%
|
|
|
48
|
Avior Wealth Management
Omaha,
Nebraska
|
$242K
|
+$8.18K
|
+263
|
+3%
|
|
|
49
|
Ameriprise
Minneapolis,
Minnesota
|
$241K
|
–
|
–
|
–
|
|
|
50
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$234K
|
-$73.7K
|
-2,370
|
-24%
|
|
