|
26
|
Wells Fargo
San Francisco,
California
|
$1.07M
|
-$3.05M
|
-101,739
|
-75%
|
|
|
27
|
Ameriprise
Minneapolis,
Minnesota
|
$902K
|
+$166K
|
+5,550
|
+23%
|
|
|
28
|
Kestra Private Wealth Services
Austin,
Texas
|
$679K
|
+$114K
|
+3,808
|
+21%
|
|
|
29
|
Institute for Wealth Management
Denver,
Colorado
|
$616K
|
+$45.4K
|
+1,513
|
+8%
|
|
|
30
|
Avantax Advisory Services
Dallas,
Texas
|
$494K
|
–
|
–
|
–
|
|
|
31
|
Parsons Capital Management
Providence,
Rhode Island
|
$456K
|
-$15.6K
|
-520
|
-3%
|
|
|
32
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$446K
|
–
|
–
|
–
|
|
|
33
|
Old Mission Capital
Chicago,
Illinois
|
$383K
|
-$4.43M
|
-147,778
|
-92%
|
|
|
34
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$381K
|
+$5.22K
|
+174
|
+1%
|
|
|
35
|
SigFig Wealth Management
San Francisco,
California
|
$350K
|
+$54.6K
|
+1,822
|
+19%
|
|
|
36
|
Strategic Blueprint
Atlanta,
Georgia
|
$312K
|
+$63K
|
+2,102
|
+26%
|
|
|
37
|
IHT Wealth Management
Chicago,
Illinois
|
$304K
|
+$4.05K
|
+135
|
+1%
|
|
|
38
|
|
$228K
|
+$217K
|
+7,230
|
New
|
|
|
39
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$217K
|
+$212K
|
+7,067
|
New
|
|
|
40
|
Chilton Capital Management
Houston,
Texas
|
$47.9K
|
+$46.8K
|
+1,560
|
New
|
|
|
41
|
Fidelity Investments
Boston,
Massachusetts
|
$34.5K
|
–
|
–
|
–
|
|
|
42
|
Global Retirement Partners
San Rafael,
California
|
$13.4K
|
+$12K
|
+401
|
+1,337%
|
|
|
43
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$13K
|
+$12.5K
|
+418
|
New
|
|
|
44
|
Washington Trust
Westerly,
Rhode Island
|
$10.7K
|
–
|
–
|
–
|
|
|
45
|
Westside Investment Management
Santa Monica,
California
|
$4.36K
|
–
|
–
|
–
|
|
|
46
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$4.17K
|
–
|
–
|
–
|
|
|
47
|
Citadel Advisors
Miami,
Florida
|
–
|
-$3.97M
|
-141,030
|
Closed
|
|
|
48
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
–
|
-$769K
|
-27,307
|
Closed
|
|
|
49
|
Harbour Investments
Madison,
Wisconsin
|
–
|
-$19.3K
|
-686
|
Closed
|
|
