|
26
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$357K
|
+$399K
|
+17,398
|
New
|
|
|
27
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$312K
|
+$348K
|
+15,174
|
New
|
|
|
28
|
Citadel Advisors
Miami,
Florida
|
$268K
|
-$1.29M
|
-56,298
|
-81%
|
|
|
29
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$263K
|
-$253K
|
-11,045
|
-46%
|
|
|
30
|
Osaic Holdings
Scottsdale,
Arizona
|
$261K
|
+$50K
|
+2,184
|
+21%
|
|
|
31
|
Cordant Inc
Portland,
Oregon
|
$247K
|
+$219K
|
+9,574
|
+388%
|
|
|
32
|
Tortoise Investment Management
White Plains,
New York
|
$223K
|
+$249K
|
+10,882
|
New
|
|
|
33
|
CPWM LLC
Seattle,
Washington
|
$213K
|
-$264K
|
-11,533
|
-53%
|
|
|
34
|
Schubert & Co
Mckinney,
Texas
|
$121K
|
+$49.6K
|
+2,163
|
+58%
|
|
|
35
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$110K
|
+$88K
|
+3,843
|
+251%
|
|
|
36
|
Blume Capital Management
Berkeley,
California
|
$105K
|
+$117K
|
+5,100
|
New
|
|
|
37
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$25K
|
+$27.5K
|
+1,200
|
New
|
|
|
38
|
Steward Partners Investment Advisory
New York
|
$24K
|
+$26.3K
|
+1,150
|
New
|
|
|
39
|
McIlrath & Eck
Arlington,
Washington
|
$16K
|
+$18.2K
|
+793
|
New
|
|
|
40
|
Rockefeller Capital Management
New York
|
$13K
|
-$9.87K
|
-431
|
-39%
|
|
|
41
|
Your Advocates Ltd
Houston,
Texas
|
$9K
|
+$9.78K
|
+427
|
New
|
|
|
42
|
IFP Advisors
Tampa,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
43
|
Northland Capital Management
Virginia,
Minnesota
|
–
|
-$2.93M
|
-125,690
|
Closed
|
|
|
44
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
–
|
-$55K
|
-2,359
|
Closed
|
|
|
45
|
UBS Group
Zurich,
Switzerland
|
–
|
-$24K
|
-1,015
|
Closed
|
|
