|
101
|
Asset One Wealth Management
Bellevue,
Washington
|
$220K
|
+$230K
|
+5,035
|
New
|
|
|
102
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$219K
|
+$5.68K
|
+124
|
+3%
|
|
|
103
|
Kestra Investment Management
Austin,
Texas
|
$219K
|
+$219K
|
+4,785
|
New
|
|
|
104
|
Capital Performance Advisors
Walnut Creek,
California
|
$213K
|
+$213K
|
+4,661
|
New
|
|
|
105
|
Parallel Advisors
San Francisco,
California
|
$209K
|
+$101K
|
+2,217
|
+94%
|
|
|
106
|
Harbour Investments
Madison,
Wisconsin
|
$207K
|
+$86.7K
|
+1,895
|
+72%
|
|
|
107
|
Farther Finance Advisors
San Francisco,
California
|
$98.8K
|
–
|
–
|
–
|
|
|
108
|
SBI Securities
Tokyo,
Japan
|
$94.3K
|
+$8.93K
|
+195
|
+10%
|
|
|
109
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$82.9K
|
–
|
–
|
–
|
|
|
110
|
NBC Securities
Birmingham,
Alabama
|
$69.7K
|
–
|
–
|
–
|
|
|
111
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$66.5K
|
+$66.5K
|
+1,453
|
New
|
|
|
112
|
Arax Advisory Partners
Denver,
Colorado
|
$60.8K
|
+$1.92K
|
+42
|
+3%
|
|
|
113
|
Realta Investment Advisors
Wilmington,
Delaware
|
$55.7K
|
-$763K
|
-16,659
|
-93%
|
|
|
114
|
Global Retirement Partners
San Rafael,
California
|
$47.6K
|
+$47.6K
|
+1,040
|
New
|
|
|
115
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$36.6K
|
–
|
–
|
–
|
|
|
116
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$31K
|
-$326K
|
-7,122
|
-91%
|
|
|
117
|
Tidemark
San Diego,
California
|
$30.5K
|
+$24.7K
|
+540
|
+425%
|
|
|
118
|
Fidelity Investments
Boston,
Massachusetts
|
$21.5K
|
-$5.81K
|
-127
|
-21%
|
|
|
119
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$20.2K
|
-$1.35M
|
-29,409
|
-99%
|
|
|
120
|
Chung Wu Investment Group
Sugar Land,
Texas
|
$18.3K
|
–
|
–
|
–
|
|
|
121
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$14.8K
|
–
|
–
|
–
|
|
|
122
|
Jones Financial Companies
Des Peres,
Missouri
|
$14.8K
|
+$15.3K
|
+335
|
New
|
|
|
123
|
UBS Group
Zurich,
Switzerland
|
$9.15K
|
+$9.15K
|
+200
|
New
|
|
|
124
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$7.78K
|
–
|
–
|
–
|
|
|
125
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$5.31K
|
+$5.31K
|
+116
|
New
|
|
