|
26
|
Worth Asset Management
Dallas,
Texas
|
$232K
|
+$195K
|
+4,005
|
New
|
|
|
27
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$225K
|
+$189K
|
+3,874
|
New
|
|
|
28
|
Seelaus Asset Management
Chatham,
New Jersey
|
$217K
|
+$183K
|
+3,750
|
New
|
|
|
29
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$211K
|
-$118K
|
-2,415
|
-40%
|
|
|
30
|
Per Stirling Capital Management
Austin,
Texas
|
$202K
|
+$170K
|
+3,484
|
New
|
|
|
31
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$150K
|
+$126K
|
+2,595
|
New
|
|
|
32
|
US Bancorp
Minneapolis,
Minnesota
|
$71.1K
|
+$97
|
+2
|
+0.2%
|
|
|
33
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$70.1K
|
–
|
–
|
–
|
|
|
34
|
Harbour Investments
Madison,
Wisconsin
|
$65.1K
|
+$1.41K
|
+29
|
+3%
|
|
|
35
|
Arax Advisory Partners
Denver,
Colorado
|
$51.6K
|
+$43.3K
|
+890
|
New
|
|
|
36
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$50.6K
|
–
|
–
|
–
|
|
|
37
|
UBS Group
Zurich,
Switzerland
|
$30.6K
|
-$318K
|
-6,536
|
-93%
|
|
|
38
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$18.8K
|
-$27K
|
-554
|
-63%
|
|
|
39
|
Geneos Wealth Management
Englewood,
Colorado
|
$18.4K
|
–
|
–
|
–
|
|
|
40
|
Abound Wealth Management
Franklin,
Tennessee
|
$5.57K
|
+$4.67K
|
+96
|
New
|
|
|
41
|
|
$2.32K
|
+$1.95K
|
+40
|
New
|
|
|
42
|
Wells Fargo
San Francisco,
California
|
$986
|
+$828
|
+17
|
New
|
|
|
43
|
Copia Wealth Management
Bend,
Oregon
|
$580
|
–
|
–
|
–
|
|
|
44
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$549K
|
-15,428
|
Closed
|
|
|
45
|
Fifth Third Securities
Cincinnati,
Ohio
|
–
|
-$537K
|
-15,081
|
Closed
|
|
|
46
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$221K
|
-6,222
|
Closed
|
|
|
47
|
Simplicity Wealth
Summit,
New Jersey
|
–
|
-$205K
|
-5,767
|
Closed
|
|
|
48
|
Cache Advisors
San Francisco,
California
|
–
|
-$71.2K
|
-2,000
|
Closed
|
|
|
49
|
Parallel Advisors
San Francisco,
California
|
–
|
-$57.1K
|
-1,604
|
Closed
|
|
|
50
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
–
|
-$8K
|
-250
|
Closed
|
|
