|
51
|
1900 Wealth Management
San Antonio,
Texas
|
$333K
|
–
|
–
|
–
|
|
|
52
|
Marcum Wealth
Cleveland,
Ohio
|
$316K
|
+$316K
|
+6,349
|
New
|
|
|
53
|
Evergreen Capital Management
Bellevue,
Washington
|
$298K
|
–
|
–
|
–
|
|
|
54
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$269K
|
-$198K
|
-3,977
|
-42%
|
|
|
55
|
Kestra Private Wealth Services
Austin,
Texas
|
$265K
|
-$376K
|
-7,551
|
-59%
|
|
|
56
|
Elmwood Wealth Management
Berkeley,
California
|
$263K
|
+$264K
|
+5,300
|
New
|
|
|
57
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$245K
|
–
|
–
|
–
|
|
|
58
|
Osaic Holdings
Scottsdale,
Arizona
|
$224K
|
-$24.4K
|
-490
|
-10%
|
|
|
59
|
Mercer Global Advisors
Denver,
Colorado
|
$200K
|
-$189K
|
-3,790
|
-48%
|
|
|
60
|
Gradient Investments
Arden Hills,
Minnesota
|
$130K
|
-$13M
|
-260,741
|
-99%
|
|
|
61
|
Realta Investment Advisors
Wilmington,
Delaware
|
$109K
|
+$110K
|
+2,200
|
New
|
|
|
62
|
Community Bank
Dewitt,
New York
|
$99K
|
–
|
–
|
–
|
|
|
63
|
IFP Advisors
Tampa,
Florida
|
$75K
|
+$2.64K
|
+53
|
+4%
|
|
|
64
|
Financial Management Professionals
Austin,
Texas
|
$50K
|
+$24.9K
|
+500
|
+100%
|
|
|
65
|
Raleigh Capital Management
Cary,
North Carolina
|
$29K
|
–
|
–
|
–
|
|
|
66
|
Milestone Wealth
Buffalo,
New York
|
$24K
|
-$1.74K
|
-35
|
-7%
|
|
|
67
|
Destiny Wealth Partners
Tavares,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
68
|
Citadel Advisors
Miami,
Florida
|
–
|
-$663K
|
-13,300
|
Closed
|
|
|
69
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
–
|
-$486K
|
-9,737
|
Closed
|
|
|
70
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
–
|
-$459K
|
-9,200
|
Closed
|
|
|
71
|
Pathway Financial Advisors
South Burlington,
Vermont
|
–
|
-$332K
|
-6,658
|
Closed
|
|
|
72
|
Cannon Financial Strategists
Athens,
Georgia
|
–
|
-$297K
|
-5,954
|
Closed
|
|
|
73
|
Mutual Advisors
Omaha,
Nebraska
|
–
|
-$286K
|
-5,736
|
Closed
|
|
|
74
|
Cetera Advisor Networks
El Segundo,
California
|
–
|
-$272K
|
-5,448
|
Closed
|
|
|
75
|
UBS Group
Zurich,
Switzerland
|
–
|
-$129K
|
-2,577
|
Closed
|
|
