|
26
|
WealthSource Partners
San Luis Obispo,
California
|
$878K
|
–
|
–
|
–
|
|
|
27
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$868K
|
-$38K
|
-4,556
|
-4%
|
|
|
28
|
WESPAC Advisors
Orinda,
California
|
$846K
|
-$16.9K
|
-2,024
|
-2%
|
|
|
29
|
Sea Otter Advisors
Miami,
Florida
|
$707K
|
+$536K
|
+64,237
|
+352%
|
|
|
30
|
Ameriprise
Minneapolis,
Minnesota
|
$693K
|
-$4.34K
|
-520
|
-0.6%
|
|
|
31
|
Cresset Asset Management
Chicago,
Illinois
|
$688K
|
-$9.6K
|
-1,150
|
-1%
|
|
|
32
|
|
$648K
|
+$426K
|
+51,037
|
+207%
|
|
|
33
|
Wells Fargo
San Francisco,
California
|
$624K
|
-$786K
|
-94,229
|
-56%
|
|
|
34
|
|
$614K
|
+$598K
|
+71,611
|
New
|
|
|
35
|
|
$600K
|
+$3.9K
|
+468
|
+0.7%
|
|
|
36
|
Stephens Inc
Little Rock,
Arkansas
|
$595K
|
–
|
–
|
–
|
|
|
37
|
Raymond James & Associates
St Petersburg,
Florida
|
$528K
|
-$423K
|
-50,641
|
-45%
|
|
|
38
|
D.A. Davidson & Co
Great Falls,
Montana
|
$463K
|
-$26.2K
|
-3,135
|
-5%
|
|
|
39
|
WhitTier Trust Company
Reno,
Nevada
|
$393K
|
-$28.9K
|
-3,469
|
-7%
|
|
|
40
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$346K
|
–
|
–
|
–
|
|
|
41
|
Comerica Bank
Dallas,
Texas
|
$331K
|
-$3.3K
|
-395
|
-1%
|
|
|
42
|
Avantax Advisory Services
Dallas,
Texas
|
$316K
|
-$38.8K
|
-4,649
|
-11%
|
|
|
43
|
Atomi Financial Group
New York
|
$312K
|
-$2.47K
|
-296
|
-0.8%
|
|
|
44
|
Stifel Financial
St. Louis,
Missouri
|
$308K
|
-$30.6K
|
-3,663
|
-9%
|
|
|
45
|
Oppenheimer & Co
New York
|
$291K
|
+$78.6K
|
+9,415
|
+38%
|
|
|
46
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$278K
|
–
|
–
|
–
|
|
|
47
|
Kestra Private Wealth Services
Austin,
Texas
|
$276K
|
+$2.22K
|
+266
|
+0.8%
|
|
|
48
|
Logan Stone Capital
Chicago,
Illinois
|
$273K
|
+$266K
|
+31,844
|
New
|
|
|
49
|
Verity Asset Management
Durham,
North Carolina
|
$270K
|
+$29K
|
+3,480
|
+12%
|
|
|
50
|
Atria Wealth Solutions
New York
|
$266K
|
+$41.7K
|
+5,000
|
+19%
|
|
