|
26
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$428K
|
+$428K
|
+17,841
|
New
|
|
|
27
|
Sweeney & Michel
Chico,
California
|
$411K
|
-$125K
|
-5,212
|
-22%
|
|
|
28
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$351K
|
–
|
–
|
–
|
|
|
29
|
Lodestone Wealth Management
Spokane,
Washington
|
$336K
|
+$306K
|
+12,753
|
New
|
|
|
30
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$312K
|
-$45.5K
|
-1,896
|
-12%
|
|
|
31
|
|
$274K
|
–
|
–
|
–
|
|
|
32
|
North Star Asset Management
Neenah,
Wisconsin
|
$259K
|
–
|
–
|
–
|
|
|
33
|
Wells Fargo
San Francisco,
California
|
$251K
|
+$11K
|
+457
|
+4%
|
|
|
34
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$249K
|
-$35.4K
|
-1,477
|
-12%
|
|
|
35
|
Cetera Advisors
Denver,
Colorado
|
$243K
|
+$72
|
+3
|
+0%
|
|
|
36
|
Kestra Advisory Services
Austin,
Texas
|
$215K
|
-$296K
|
-12,354
|
-57%
|
|
|
37
|
Wealthcare Capital Management
Richmond,
Virginia
|
$210K
|
-$4.7K
|
-196
|
-2%
|
|
|
38
|
IFP Advisors
Tampa,
Florida
|
$111K
|
-$792
|
-33
|
-0.7%
|
|
|
39
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$63.9K
|
-$17K
|
-710
|
-21%
|
|
|
40
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$42K
|
+$5.61K
|
+234
|
+15%
|
|
|
41
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$37.4K
|
–
|
–
|
–
|
|
|
42
|
SignatureFD
Atlanta,
Georgia
|
$35K
|
–
|
–
|
–
|
|
|
43
|
BOK Financial Private Wealth
Denver,
Colorado
|
$31.1K
|
–
|
–
|
–
|
|
|
44
|
Sunbelt Securities
Houston,
Texas
|
$26.6K
|
–
|
–
|
–
|
|
|
45
|
Venturi Wealth Management
Austin,
Texas
|
$24.3K
|
-$26.3K
|
-1,096
|
-51%
|
|
|
46
|
Archer Investment Corporation
Carmel,
Indiana
|
$23.4K
|
–
|
–
|
–
|
|
|
47
|
Pacific Center for Financial Services
San Ramon,
California
|
$19.7K
|
+$72
|
+3
|
+0.4%
|
|
|
48
|
Raleigh Capital Management
Cary,
North Carolina
|
$19.1K
|
+$48
|
+2
|
+0.2%
|
|
|
49
|
Barrett & Company
Providence,
Rhode Island
|
$17.5K
|
–
|
–
|
–
|
|
|
50
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$16.4K
|
–
|
–
|
–
|
|
