|
26
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$928K
|
-$131K
|
-4,884
|
-13%
|
|
|
27
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
$769K
|
-$102K
|
-3,794
|
-12%
|
|
|
28
|
Ameriprise
Minneapolis,
Minnesota
|
$668K
|
+$239K
|
+8,891
|
+60%
|
|
|
29
|
Institute for Wealth Management
Denver,
Colorado
|
$523K
|
+$500K
|
+18,559
|
New
|
|
|
30
|
Kestra Private Wealth Services
Austin,
Texas
|
$516K
|
+$493K
|
+18,306
|
New
|
|
|
31
|
Avantax Advisory Services
Dallas,
Texas
|
$453K
|
+$193K
|
+7,155
|
+80%
|
|
|
32
|
Parsons Capital Management
Providence,
Rhode Island
|
$433K
|
-$25.2K
|
-936
|
-6%
|
|
|
33
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$409K
|
–
|
–
|
–
|
|
|
34
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$345K
|
-$241K
|
-8,958
|
-42%
|
|
|
35
|
D.A. Davidson & Co
Great Falls,
Montana
|
$310K
|
+$297K
|
+11,017
|
New
|
|
|
36
|
SigFig Wealth Management
San Francisco,
California
|
$288K
|
-$4.15K
|
-154
|
-2%
|
|
|
37
|
IHT Wealth Management
Chicago,
Illinois
|
$275K
|
+$3.63K
|
+135
|
+1%
|
|
|
38
|
Strategic Blueprint
Atlanta,
Georgia
|
$227K
|
-$37.8K
|
-1,403
|
-15%
|
|
|
39
|
Fidelity Investments
Boston,
Massachusetts
|
$31.7K
|
+$30.3K
|
+1,124
|
New
|
|
|
40
|
Harbour Investments
Madison,
Wisconsin
|
$19.3K
|
+$18.5K
|
+686
|
New
|
|
|
41
|
Washington Trust
Westerly,
Rhode Island
|
$9.86K
|
–
|
–
|
–
|
|
|
42
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$3.83K
|
–
|
–
|
–
|
|
|
43
|
Global Retirement Partners
San Rafael,
California
|
$845
|
–
|
–
|
–
|
|
|
44
|
Westside Investment Management
Santa Monica,
California
|
$4
|
–
|
–
|
–
|
|
|
45
|
Journey Strategic Wealth
Summit,
New Jersey
|
–
|
-$3.44M
|
-142,775
|
Closed
|
|
|
46
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
-$128K
|
-5,300
|
Closed
|
|
