|
26
|
Lion Street Advisors
Austin,
Texas
|
$334K
|
-$87.8K
|
-1,968
|
-21%
|
|
|
27
|
TRUADVICE
Sarasota,
Florida
|
$321K
|
+$17.6K
|
+394
|
+6%
|
|
|
28
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$305K
|
+$17.4K
|
+390
|
+6%
|
|
|
29
|
Claro Advisors
Boston,
Massachusetts
|
$294K
|
+$294K
|
+6,582
|
New
|
|
|
30
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$274K
|
+$274K
|
+6,132
|
New
|
|
|
31
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$256K
|
-$7.27K
|
-163
|
-3%
|
|
|
32
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$253K
|
+$253K
|
+5,662
|
New
|
|
|
33
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$243K
|
+$242K
|
+5,422
|
New
|
|
|
34
|
Sharper & Granite
El Segundo,
California
|
$227K
|
–
|
–
|
–
|
|
|
35
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$204K
|
-$14.4K
|
-322
|
-7%
|
|
|
36
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$201K
|
+$201K
|
+4,500
|
New
|
|
|
37
|
Avior Wealth Management
Omaha,
Nebraska
|
$129K
|
+$129K
|
+2,883
|
New
|
|
|
38
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$39.1K
|
–
|
–
|
–
|
|
|
39
|
Private Trust Company
Cleveland,
Ohio
|
$30.8K
|
–
|
–
|
–
|
|
|
40
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24K
|
+$535
|
+12
|
+2%
|
|
|
41
|
ICA Group Wealth Management
Denver,
Colorado
|
$19K
|
–
|
–
|
–
|
|
|
42
|
Concord Wealth Partners
Abingdon,
Virginia
|
$17.1K
|
–
|
–
|
–
|
|
|
43
|
Fidelity Investments
Boston,
Massachusetts
|
$14K
|
+$14K
|
+313
|
New
|
|
|
44
|
Key Financial Inc
West Chester,
Pennsylvania
|
$11.4K
|
–
|
–
|
–
|
|
|
45
|
Creative Financial Designs
Kokomo,
Indiana
|
$10.9K
|
–
|
–
|
–
|
|
|
46
|
Parallel Advisors
San Francisco,
California
|
$9.87K
|
-$15.8K
|
-354
|
-62%
|
|
|
47
|
Covestor
London,
United Kingdom
|
$8K
|
-$758
|
-17
|
-9%
|
|
|
48
|
Spire Wealth Management
Mclean,
Virginia
|
$4.88K
|
–
|
–
|
–
|
|
|
49
|
Belpointe Asset Management
Reno,
Nevada
|
$1.03K
|
–
|
–
|
–
|
|
|
50
|
Wells Fargo
San Francisco,
California
|
$52
|
+$45
|
+1
|
New
|
|
