|
26
|
TownSquare Capital
Provo,
Utah
|
$709K
|
+$705K
|
+15,512
|
New
|
|
|
27
|
Mutual Advisors
Omaha,
Nebraska
|
$703K
|
-$7.78K
|
-171
|
-1%
|
|
|
28
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$682K
|
+$679K
|
+14,925
|
New
|
|
|
29
|
Sargent Investment Group
Bethesda,
Maryland
|
$588K
|
+$154K
|
+3,395
|
+36%
|
|
|
30
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$548K
|
-$90.9K
|
-2,000
|
-14%
|
|
|
31
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$500K
|
-$34.6K
|
-761
|
-6%
|
|
|
32
|
First Ascent Asset Management
Denver,
Colorado
|
$468K
|
+$8.14K
|
+179
|
+2%
|
|
|
33
|
Madison Wealth Management
Cincinnati,
Ohio
|
$443K
|
+$119K
|
+2,617
|
+37%
|
|
|
34
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$340K
|
-$37.1K
|
-816
|
-10%
|
|
|
35
|
Collective Family Office
York,
Pennsylvania
|
$335K
|
-$253K
|
-5,562
|
-43%
|
|
|
36
|
MML Investors Services
Springfield,
Massachusetts
|
$312K
|
+$310K
|
+6,826
|
New
|
|
|
37
|
FirstPurpose Wealth
Orem,
Utah
|
$310K
|
+$309K
|
+6,789
|
New
|
|
|
38
|
Nelson Capital Management
Menlo Park,
California
|
$307K
|
-$372K
|
-8,179
|
-55%
|
|
|
39
|
KCS Wealth Advisory
Los Angeles,
California
|
$292K
|
+$291K
|
+6,400
|
New
|
|
|
40
|
Gradient Capital Advisors
San Diego,
California
|
$282K
|
–
|
–
|
–
|
|
|
41
|
Vawter Financial
Columbus,
Ohio
|
$266K
|
+$265K
|
+5,830
|
New
|
|
|
42
|
Peregrine Asset Advisers
Portland,
Oregon
|
$210K
|
–
|
–
|
–
|
|
|
43
|
Park Place Capital
Homewood,
Alabama
|
$194K
|
+$193K
|
+4,241
|
New
|
|
|
44
|
Geneos Wealth Management
Englewood,
Colorado
|
$137K
|
+$136K
|
+3,000
|
New
|
|
|
45
|
Clearstead Trust
Portland,
Maine
|
$59K
|
-$52.8K
|
-1,161
|
-47%
|
|
|
46
|
Advisory Services Network
Atlanta,
Georgia
|
$27.4K
|
+$27.3K
|
+600
|
New
|
|
|
47
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$8.13K
|
+$8.09K
|
+178
|
New
|
|
|
48
|
Wells Fargo
San Francisco,
California
|
$5.44K
|
–
|
–
|
–
|
|
|
49
|
Fidelity Investments
Boston,
Massachusetts
|
$46
|
+$45
|
+1
|
New
|
|
|
50
|
|
–
|
-$13.6M
|
-300,142
|
Closed
|
|
