|
26
|
Envestnet Asset Management
Chicago,
Illinois
|
$814K
|
-$224K
|
-2,403
|
-21%
|
|
|
27
|
Truist Financial
Charlotte,
North Carolina
|
$619K
|
-$46.9K
|
-504
|
-7%
|
|
|
28
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$521K
|
-$21.6K
|
-232
|
-4%
|
|
|
29
|
Intrua Financial
Houston,
Texas
|
$512K
|
-$132K
|
-1,422
|
-20%
|
|
|
30
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$499K
|
-$31.6K
|
-340
|
-6%
|
|
|
31
|
American Portfolios Advisors
Holbrook,
New York
|
$492K
|
+$43.4K
|
+466
|
+10%
|
|
|
32
|
Freedom Investment Management
Hartford,
Connecticut
|
$470K
|
+$15.5K
|
+167
|
+3%
|
|
|
33
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$450K
|
-$9.49K
|
-102
|
-2%
|
|
|
34
|
Golden State Wealth Management
Santa Ana,
California
|
$397K
|
-$55.4K
|
-595
|
-12%
|
|
|
35
|
Private Advisor Group
Morristown,
New Jersey
|
$388K
|
+$392K
|
+4,213
|
New
|
|
|
36
|
Verus Capital Partners
Scottsdale,
Arizona
|
$359K
|
+$365K
|
+3,924
|
New
|
|
|
37
|
Trek Financial
Scottsdale,
Arizona
|
$339K
|
+$86.2K
|
+926
|
+34%
|
|
|
38
|
Prentice Wealth Management
Rochester,
New York
|
$318K
|
-$27.3K
|
-293
|
-8%
|
|
|
39
|
Cetera Advisors
Denver,
Colorado
|
$282K
|
-$556K
|
-5,979
|
-66%
|
|
|
40
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$240K
|
+$243K
|
+2,606
|
New
|
|
|
41
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$216K
|
-$174K
|
-1,874
|
-44%
|
|
|
42
|
Belpointe Asset Management
Reno,
Nevada
|
$114K
|
+$116K
|
+1,245
|
New
|
|
|
43
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$16K
|
–
|
–
|
–
|
|
|
44
|
Key Financial Inc
West Chester,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
45
|
Oppenheimer & Co
New York
|
–
|
-$1.47M
|
-15,685
|
Closed
|
|
|
46
|
Matisse Capital
Portland,
Oregon
|
–
|
-$442K
|
-4,700
|
Closed
|
|
|
47
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
–
|
-$346K
|
-3,680
|
Closed
|
|
|
48
|
Investors Financial Group
Plymouth,
Minnesota
|
–
|
-$345K
|
-3,672
|
Closed
|
|
|
49
|
Perigon Wealth Management
San Francisco,
California
|
–
|
-$321K
|
-3,422
|
Closed
|
|
|
50
|
Continuum Advisory
Eagle,
Idaho
|
–
|
-$307K
|
-3,264
|
Closed
|
|
