|
26
|
Mutual Advisors
Omaha,
Nebraska
|
$550K
|
-$162K
|
-3,507
|
-23%
|
|
|
27
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$498K
|
-$8.48K
|
-184
|
-2%
|
|
|
28
|
Citadel Advisors
Miami,
Florida
|
$496K
|
-$248K
|
-5,388
|
-33%
|
|
|
29
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$435K
|
+$433K
|
+9,400
|
New
|
|
|
30
|
Sargent Investment Group
Bethesda,
Maryland
|
$411K
|
-$184K
|
-3,980
|
-31%
|
|
|
31
|
Collective Family Office
York,
Pennsylvania
|
$340K
|
+$231
|
+5
|
+0.1%
|
|
|
32
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$324K
|
-$231K
|
-5,000
|
-42%
|
|
|
33
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$289K
|
-$56K
|
-1,214
|
-16%
|
|
|
34
|
Gradient Capital Advisors
San Diego,
California
|
$285K
|
–
|
–
|
–
|
|
|
35
|
Nelson Capital Management
Menlo Park,
California
|
$275K
|
-$35.6K
|
-771
|
-11%
|
|
|
36
|
Vawter Financial
Columbus,
Ohio
|
$270K
|
–
|
–
|
–
|
|
|
37
|
Park Place Capital
Homewood,
Alabama
|
$256K
|
+$59.8K
|
+1,296
|
+31%
|
|
|
38
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$229K
|
-$2.87M
|
-62,252
|
-93%
|
|
|
39
|
Geneos Wealth Management
Englewood,
Colorado
|
$139K
|
–
|
–
|
–
|
|
|
40
|
UBS Group
Zurich,
Switzerland
|
$61.2K
|
+$61K
|
+1,322
|
New
|
|
|
41
|
Clearstead Trust
Portland,
Maine
|
$59.6K
|
–
|
–
|
–
|
|
|
42
|
Global Retirement Partners
San Rafael,
California
|
$27.4K
|
+$27.2K
|
+590
|
New
|
|
|
43
|
Advisory Services Network
Atlanta,
Georgia
|
$23.1K
|
-$4.61K
|
-100
|
-17%
|
|
|
44
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$8.24K
|
–
|
–
|
–
|
|
|
45
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.94K
|
+$6.92K
|
+150
|
New
|
|
|
46
|
Wells Fargo
San Francisco,
California
|
$5.51K
|
–
|
–
|
–
|
|
|
47
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$6
|
–
|
–
|
–
|
|
|
48
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
–
|
-$46.8M
|
-1,024,244
|
Closed
|
|
|
49
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
–
|
-$6.86M
|
-150,090
|
Closed
|
|
|
50
|
Slow Capital
Greenbrae,
California
|
–
|
-$772K
|
-16,896
|
Closed
|
|
