|
26
|
Osaic Holdings
Scottsdale,
Arizona
|
$470K
|
-$240K
|
-4,879
|
-34%
|
|
|
27
|
Pacific Center for Financial Services
San Ramon,
California
|
$463K
|
-$56K
|
-1,137
|
-11%
|
|
|
28
|
BlackDiamond Wealth Management
New York
|
$450K
|
+$452K
|
+9,167
|
New
|
|
|
29
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$415K
|
+$417K
|
+8,459
|
New
|
|
|
30
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$406K
|
+$407K
|
+8,259
|
New
|
|
|
31
|
Geneos Wealth Management
Englewood,
Colorado
|
$318K
|
-$59.1K
|
-1,200
|
-16%
|
|
|
32
|
TRUADVICE
Sarasota,
Florida
|
$317K
|
+$19.1K
|
+387
|
+6%
|
|
|
33
|
O'Donnell Financial Services
San Rafael,
California
|
$265K
|
+$49
|
+1
|
+0%
|
|
|
34
|
Silverlake Wealth Management
Williston,
Vermont
|
$247K
|
+$248K
|
+5,027
|
New
|
|
|
35
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$243K
|
-$447K
|
-9,079
|
-65%
|
|
|
36
|
Western Wealth Management
Golden,
Colorado
|
$233K
|
+$234K
|
+4,754
|
New
|
|
|
37
|
Peterson Wealth Management
Sparks,
Nevada
|
$225K
|
-$1.31M
|
-26,504
|
-85%
|
|
|
38
|
Belpointe Asset Management
Reno,
Nevada
|
$128K
|
–
|
–
|
–
|
|
|
39
|
|
$127K
|
+$14.3K
|
+290
|
+13%
|
|
|
40
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$32K
|
-$50.2K
|
-1,019
|
-61%
|
|
|
41
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$12K
|
–
|
–
|
–
|
|
|
42
|
Community Bank
Dewitt,
New York
|
$9K
|
–
|
–
|
–
|
|
|
43
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$4.91K
|
–
|
–
|
–
|
|
|
44
|
Raleigh Capital Management
Cary,
North Carolina
|
$4K
|
+$2.37K
|
+48
|
New
|
|
|
45
|
Covestor
London,
United Kingdom
|
$4K
|
+$3.5K
|
+71
|
New
|
|
|
46
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$3K
|
-$6.5K
|
-132
|
-67%
|
|
|
47
|
Wells Fargo
San Francisco,
California
|
$2K
|
-$13.9K
|
-282
|
-86%
|
|
|
48
|
CoreCap Advisors
Southfield,
Michigan
|
$2K
|
+$1.58K
|
+32
|
New
|
|
|
49
|
American Portfolios Advisors
Holbrook,
New York
|
$737
|
–
|
–
|
–
|
|
|
50
|
|
–
|
-$3.22M
|
-64,929
|
Closed
|
|
