|
26
|
United Capital Financial Advisors
Irving,
Texas
|
$269K
|
+$274K
|
+5,309
|
New
|
|
|
27
|
Vickerman Investment Advisors
Spokane,
Washington
|
$221K
|
+$226K
|
+4,371
|
New
|
|
|
28
|
Envestnet Asset Management
Chicago,
Illinois
|
$218K
|
+$222K
|
+4,299
|
New
|
|
|
29
|
Kelleher Financial Advisors
New York
|
$199K
|
+$11.4K
|
+221
|
+6%
|
|
|
30
|
Birchwood Financial Partners
Bloomington,
Minnesota
|
$178K
|
-$47.8K
|
-927
|
-21%
|
|
|
31
|
Osaic Holdings
Scottsdale,
Arizona
|
$112K
|
-$4.13K
|
-80
|
-3%
|
|
|
32
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$91K
|
-$521K
|
-10,101
|
-85%
|
|
|
33
|
Wells Fargo
San Francisco,
California
|
$32.5K
|
+$33.1K
|
+642
|
New
|
|
|
34
|
Private Trust Company
Cleveland,
Ohio
|
$26.3K
|
–
|
–
|
–
|
|
|
35
|
Evolution Wealth Management
Fort Myers,
Florida
|
$24.4K
|
-$32.4K
|
-627
|
-57%
|
|
|
36
|
Harbour Investments
Madison,
Wisconsin
|
$13.2K
|
+$13.4K
|
+260
|
New
|
|
|
37
|
Strategic Wealth Partners
Independence,
Ohio
|
$10.8K
|
–
|
–
|
–
|
|
|
38
|
Allworth Financial
Folsom,
California
|
$9.83K
|
-$155
|
-3
|
-2%
|
|
|
39
|
WhitTier Trust Company
Reno,
Nevada
|
$5.83K
|
+$5.93K
|
+115
|
New
|
|
|
40
|
Steward Partners Investment Advisory
New York
|
$5.07K
|
–
|
–
|
–
|
|
|
41
|
Networth Advisors
Canonsburg,
Pennsylvania
|
$4.56K
|
-$1.7K
|
-33
|
-27%
|
|
|
42
|
Elevated Capital Advisors
Sandy,
Utah
|
$3.35K
|
-$103
|
-2
|
-3%
|
|
|
43
|
|
$2.62K
|
-$302K
|
-5,857
|
-99%
|
|
|
44
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$912
|
–
|
–
|
–
|
|
|
45
|
Triumph Capital Management
Denver,
Colorado
|
$203
|
–
|
–
|
–
|
|
|
46
|
SOL Capital Management
Rockville,
Maryland
|
–
|
-$1.77M
|
-34,335
|
Closed
|
|
|
47
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
–
|
-$930K
|
-18,058
|
Closed
|
|
|
48
|
A4 Wealth Advisors
Huntersville,
North Carolina
|
–
|
-$302K
|
-5,863
|
Closed
|
|
|
49
|
Lloyd Advisory Services
Suwanee,
Georgia
|
–
|
-$88.8K
|
-1,725
|
Closed
|
|
|
50
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$1.08K
|
-21
|
Closed
|
|
