|
26
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$455K
|
-$48.1K
|
-1,632
|
-9%
|
|
|
27
|
Parsons Capital Management
Providence,
Rhode Island
|
$451K
|
+$30.4K
|
+1,033
|
+7%
|
|
|
28
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$392K
|
–
|
–
|
–
|
|
|
29
|
UBS Group
Zurich,
Switzerland
|
$380K
|
+$77K
|
+2,615
|
+23%
|
|
|
30
|
Ameriprise
Minneapolis,
Minnesota
|
$379K
|
-$51.7K
|
-1,756
|
-11%
|
|
|
31
|
Journey Strategic Wealth
Summit,
New Jersey
|
$295K
|
+$321K
|
+10,911
|
New
|
|
|
32
|
Avantax Advisory Services
Dallas,
Texas
|
$274K
|
-$238K
|
-8,088
|
-44%
|
|
|
33
|
IHT Wealth Management
Chicago,
Illinois
|
$259K
|
+$4.71K
|
+160
|
+2%
|
|
|
34
|
Strategic Blueprint
Atlanta,
Georgia
|
$256K
|
–
|
–
|
–
|
|
|
35
|
SigFig Wealth Management
San Francisco,
California
|
$242K
|
+$232K
|
+7,861
|
New
|
|
|
36
|
Wells Fargo
San Francisco,
California
|
$134K
|
-$118
|
-4
|
-0.1%
|
|
|
37
|
Venture Visionary Partners
Sylvania,
Ohio
|
$27K
|
+$29.5K
|
+1,000
|
New
|
|
|
38
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$9K
|
–
|
–
|
–
|
|
|
39
|
Washington Trust
Westerly,
Rhode Island
|
$9K
|
–
|
–
|
–
|
|
|
40
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
|
41
|
Fidelity Investments
Boston,
Massachusetts
|
$1K
|
+$59
|
+2
|
+8%
|
|
|
42
|
Westside Investment Management
Santa Monica,
California
|
$3
|
–
|
–
|
–
|
|
|
43
|
Fortress Wealth Management
Culver City,
California
|
–
|
-$2.42M
|
-76,607
|
Closed
|
|
|
44
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$719K
|
-22,707
|
Closed
|
|
|
45
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
–
|
-$278K
|
-8,779
|
Closed
|
|
|
46
|
Moloney Securities Asset Management
Manchester,
Missouri
|
–
|
-$276K
|
-8,717
|
Closed
|
|
|
47
|
Meeder Asset Management
Dublin,
Ohio
|
–
|
-$80K
|
-2,519
|
Closed
|
|
