|
26
|
|
$152K
|
-$406K
|
-8,189
|
-72%
|
|
|
27
|
Belpointe Asset Management
Reno,
Nevada
|
$145K
|
-$50
|
-1
|
-0%
|
|
|
28
|
Addison Advisors
Middlebury,
Vermont
|
$139K
|
+$146K
|
+2,935
|
New
|
|
|
29
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$70K
|
-$22.3K
|
-450
|
-23%
|
|
|
30
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$59.7K
|
-$60.9K
|
-1,227
|
-49%
|
|
|
31
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$51K
|
–
|
–
|
–
|
|
|
32
|
Clearstead Advisors
Cleveland,
Ohio
|
$45K
|
-$347
|
-7
|
-0.7%
|
|
|
33
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$33K
|
-$98.4K
|
-1,984
|
-74%
|
|
|
34
|
UBS Group
Zurich,
Switzerland
|
$23K
|
+$6.6K
|
+133
|
+38%
|
|
|
35
|
Caldwell Trust
Venice,
Florida
|
$12.5K
|
–
|
–
|
–
|
|
|
36
|
Wells Fargo
San Francisco,
California
|
$10K
|
+$10.9K
|
+219
|
New
|
|
|
37
|
Penserra Capital Management
Orinda,
California
|
$6K
|
-$30.5K
|
-615
|
-81%
|
|
|
38
|
Tower Research Capital (TRC)
New York
|
$6K
|
+$3.03K
|
+61
|
+82%
|
|
|
39
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$4.3K
|
+$4.52K
|
+91
|
New
|
|
|
40
|
Spire Wealth Management
Mclean,
Virginia
|
$4K
|
–
|
–
|
–
|
|
|
41
|
Robertson Stephens Wealth Management
San Francisco,
California
|
–
|
-$959K
|
-17,822
|
Closed
|
|
|
42
|
AssetMark Inc
Concord,
California
|
–
|
-$690K
|
-12,802
|
Closed
|
|
|
43
|
Cypress Wealth Services
Palm Desert,
California
|
–
|
-$444K
|
-8,232
|
Closed
|
|
|
44
|
Mission Wealth Management
Santa Barbara,
California
|
–
|
-$404K
|
-7,505
|
Closed
|
|
|
45
|
Dentgroup
Baton Rouge,
Louisiana
|
–
|
-$375K
|
-6,962
|
Closed
|
|
|
46
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
–
|
-$279K
|
-5,177
|
Closed
|
|
|
47
|
One Advisory Partners
Overland Park,
Kansas
|
–
|
-$225K
|
-4,169
|
Closed
|
|
|
48
|
New York Life Investment Management
New York
|
–
|
-$229K
|
-4,156
|
Closed
|
|
|
49
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$203K
|
-3,764
|
Closed
|
|
|
50
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
–
|
-$202K
|
-3,744
|
Closed
|
|
