|
26
|
Roberts Wealth Advisors
Palo Alto,
California
|
$505K
|
+$509K
|
+10,175
|
New
|
|
|
27
|
Martin Worley Group
Cottonwood Heights,
Utah
|
$450K
|
–
|
–
|
–
|
|
|
28
|
Tortoise Investment Management
White Plains,
New York
|
$336K
|
+$145K
|
+2,900
|
+75%
|
|
|
29
|
Red Lighthouse Investment Management
New York
|
$325K
|
+$22.5K
|
+450
|
+8%
|
|
|
30
|
Flow Traders U.S.
New York
|
$302K
|
-$658K
|
-13,165
|
-68%
|
|
|
31
|
Evanson Asset Management
Carmel,
California
|
$296K
|
+$4.8K
|
+96
|
+2%
|
|
|
32
|
Corient Private Wealth
Miami,
Florida
|
$258K
|
+$750
|
+15
|
+0.3%
|
|
|
33
|
Willow Creek Wealth Management
Sebastopol,
California
|
$256K
|
+$9.3K
|
+186
|
+4%
|
|
|
34
|
Atria Wealth Solutions
New York
|
$252K
|
+$255K
|
+5,090
|
New
|
|
|
35
|
LPL Financial
San Diego,
California
|
$231K
|
+$233K
|
+4,650
|
New
|
|
|
36
|
Citadel Advisors
Miami,
Florida
|
$210K
|
-$98.8K
|
-1,975
|
-32%
|
|
|
37
|
Parkworth Wealth Management
Los Gatos,
California
|
$166K
|
+$1K
|
+20
|
+0.6%
|
|
|
38
|
Larson Financial Group
St Louis,
Missouri
|
$99.2K
|
–
|
–
|
–
|
|
|
39
|
Navigoe Wealth Management
Redondo Beach,
California
|
$98K
|
–
|
–
|
–
|
|
|
40
|
|
$85.8K
|
+$29.9K
|
+597
|
+53%
|
|
|
41
|
Farther Finance Advisors
San Francisco,
California
|
$69.8K
|
–
|
–
|
–
|
|
|
42
|
IFP Advisors
Tampa,
Florida
|
$49.7K
|
–
|
–
|
–
|
|
|
43
|
Allworth Financial
Folsom,
California
|
$39.1K
|
–
|
–
|
–
|
|
|
44
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$37K
|
+$4.05K
|
+81
|
+12%
|
|
|
45
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$24.9K
|
+$25.1K
|
+501
|
New
|
|
|
46
|
Horizon Investments
Charlotte,
North Carolina
|
$1.44K
|
–
|
–
|
–
|
|
|
47
|
UBS Group
Zurich,
Switzerland
|
$1.39K
|
-$4.7K
|
-94
|
-77%
|
|
|
48
|
Bell Investment Advisors
Oakland,
California
|
$1.29K
|
–
|
–
|
–
|
|
|
49
|
|
–
|
-$397K
|
-7,941
|
Closed
|
|
|
50
|
EP Wealth Advisors
Torrance,
California
|
–
|
-$386K
|
-7,706
|
Closed
|
|
