|
26
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$459K
|
+$62.9K
|
+1,091
|
+14%
|
|
|
27
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$451K
|
-$12.4K
|
-215
|
-2%
|
|
|
28
|
Wealthfront Advisers
Palo Alto,
California
|
$429K
|
-$346
|
-6
|
-0.1%
|
|
|
29
|
Diligent Investors
Redlands,
California
|
$412K
|
–
|
–
|
–
|
|
|
30
|
UBS Group
Zurich,
Switzerland
|
$370K
|
+$239K
|
+4,138
|
+147%
|
|
|
31
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$370K
|
-$11.2K
|
-194
|
-3%
|
|
|
32
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$355K
|
+$384K
|
+6,663
|
New
|
|
|
33
|
William Blair & Company
Chicago,
Illinois
|
$350K
|
+$26.5K
|
+460
|
+8%
|
|
|
34
|
Wedbush Securities
Los Angeles,
California
|
$320K
|
-$43.2K
|
-750
|
-11%
|
|
|
35
|
Claris Financial
Glen Allen,
Virginia
|
$314K
|
–
|
–
|
–
|
|
|
36
|
Bank OZK
Little Rock,
Arkansas
|
$296K
|
–
|
–
|
–
|
|
|
37
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$295K
|
+$317K
|
+5,500
|
New
|
|
|
38
|
Dale Q Rice Investment Management
Vancouver,
Washington
|
$292K
|
+$317K
|
+5,491
|
New
|
|
|
39
|
Prairie Wealth Advisors
Omaha,
Nebraska
|
$281K
|
-$7.21K
|
-125
|
-2%
|
|
|
40
|
Corient Private Wealth
Miami,
Florida
|
$277K
|
+$300K
|
+5,205
|
New
|
|
|
41
|
Stifel Financial
St. Louis,
Missouri
|
$274K
|
+$19.2K
|
+333
|
+7%
|
|
|
42
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$266K
|
-$11.1K
|
-192
|
-4%
|
|
|
43
|
Citadel Advisors
Miami,
Florida
|
$243K
|
-$28.7K
|
-497
|
-10%
|
|
|
44
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$230K
|
-$50.2K
|
-870
|
-16%
|
|
|
45
|
Arete Wealth Advisors
Chicago,
Illinois
|
$223K
|
+$242K
|
+4,197
|
New
|
|
|
46
|
Equitable Holdings
New York
|
$221K
|
-$80.4K
|
-1,394
|
-25%
|
|
|
47
|
|
$220K
|
+$34.2K
|
+593
|
+17%
|
|
|
48
|
Western Wealth Management
Golden,
Colorado
|
$219K
|
–
|
–
|
–
|
|
|
49
|
Strategic Blueprint
Atlanta,
Georgia
|
$206K
|
+$15.3K
|
+265
|
+7%
|
|
|
50
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$128K
|
-$12.5K
|
-216
|
-8%
|
|
