|
26
|
Advisory Services Network
Atlanta,
Georgia
|
$253K
|
+$276K
|
+12,800
|
New
|
|
|
27
|
CPWM LLC
Seattle,
Washington
|
$241K
|
-$12.1K
|
-559
|
-4%
|
|
|
28
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$217K
|
–
|
–
|
–
|
|
|
29
|
Wealthfront Advisers
Palo Alto,
California
|
$204K
|
-$188K
|
-8,731
|
-46%
|
|
|
30
|
Bard Financial Services
Branford,
Connecticut
|
$197K
|
–
|
–
|
–
|
|
|
31
|
Belpointe Asset Management
Reno,
Nevada
|
$157K
|
-$38.8K
|
-1,801
|
-18%
|
|
|
32
|
Anchor Investment Management
Columbia,
South Carolina
|
$137K
|
+$366
|
+17
|
+0.2%
|
|
|
33
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$106K
|
-$99K
|
-4,590
|
-46%
|
|
|
34
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$66K
|
–
|
–
|
–
|
|
|
35
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$39K
|
–
|
–
|
–
|
|
|
36
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$39K
|
–
|
–
|
–
|
|
|
37
|
EPG Wealth Management
Atlanta,
Georgia
|
$33K
|
+$35.8K
|
+1,662
|
New
|
|
|
38
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$20K
|
–
|
–
|
–
|
|
|
39
|
Tevis Investment Management
Plano,
Texas
|
$15K
|
–
|
–
|
–
|
|
|
40
|
S.A. Mason
Holland,
Michigan
|
$12K
|
–
|
–
|
–
|
|
|
41
|
Steward Partners Investment Advisory
New York
|
$11K
|
-$5.93K
|
-275
|
-33%
|
|
|
42
|
WR Wealth Planners
Columbia,
Missouri
|
$10.9K
|
+$151
|
+7
|
+1%
|
|
|
43
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$10K
|
–
|
–
|
–
|
|
|
44
|
William Blair & Company
Chicago,
Illinois
|
$9K
|
–
|
–
|
–
|
|
|
45
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$5.62K
|
–
|
–
|
–
|
|
|
46
|
Allworth Financial
Folsom,
California
|
$5K
|
–
|
–
|
–
|
|
|
47
|
First Horizon Advisors
Memphis,
Tennessee
|
$4K
|
–
|
–
|
–
|
|
|
48
|
Citadel Advisors
Miami,
Florida
|
–
|
-$554K
|
-27,491
|
Closed
|
|
|
49
|
Aveo Capital Partners
Englewood,
Colorado
|
–
|
-$349K
|
-17,300
|
Closed
|
|
|
50
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
–
|
-$119K
|
-5,900
|
Closed
|
|
