|
26
|
WR Wealth Planners
Columbia,
Missouri
|
$129K
|
+$124K
|
+4,813
|
New
|
|
|
27
|
Blume Capital Management
Berkeley,
California
|
$107K
|
–
|
–
|
–
|
|
|
28
|
Key Financial Inc
West Chester,
Pennsylvania
|
$106K
|
–
|
–
|
–
|
|
|
29
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$98.2K
|
-$9.72K
|
-378
|
-9%
|
|
|
30
|
UBS Group
Zurich,
Switzerland
|
$86.4K
|
+$37.9K
|
+1,472
|
+84%
|
|
|
31
|
Creative Financial Designs
Kokomo,
Indiana
|
$53.1K
|
+$39.2K
|
+1,524
|
+329%
|
|
|
32
|
Geneos Wealth Management
Englewood,
Colorado
|
$45.1K
|
+$43.4K
|
+1,689
|
New
|
|
|
33
|
Wells Fargo
San Francisco,
California
|
$38.2K
|
–
|
–
|
–
|
|
|
34
|
Financial Avengers
Oakland,
California
|
$37.7K
|
–
|
–
|
–
|
|
|
35
|
Webster Bank
Waterbury,
Connecticut
|
$33.8K
|
–
|
–
|
–
|
|
|
36
|
SJS Investment Consulting
Sylvania,
Ohio
|
$22K
|
–
|
–
|
–
|
|
|
37
|
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
$19.2K
|
+$18.4K
|
+717
|
New
|
|
|
38
|
Harbour Investments
Madison,
Wisconsin
|
$17.1K
|
–
|
–
|
–
|
|
|
39
|
Parallel Advisors
San Francisco,
California
|
$12.5K
|
–
|
–
|
–
|
|
|
40
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.95K
|
–
|
–
|
–
|
|
|
41
|
Allworth Financial
Folsom,
California
|
$8.39K
|
+$8.07K
|
+314
|
New
|
|
|
42
|
US Bancorp
Minneapolis,
Minnesota
|
$1.07K
|
–
|
–
|
–
|
|
|
43
|
Citadel Advisors
Miami,
Florida
|
–
|
-$839K
|
-32,707
|
Closed
|
|
|
44
|
Truist Financial
Charlotte,
North Carolina
|
–
|
-$221K
|
-8,617
|
Closed
|
|
|
45
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$217K
|
-8,478
|
Closed
|
|
|
46
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$72K
|
-2,808
|
Closed
|
|
|
47
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
–
|
-$43.9K
|
-1,713
|
Closed
|
|
|
48
|
Accel Wealth Management
Waverly,
Iowa
|
–
|
-$40.5K
|
-1,581
|
Closed
|
|
|
49
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
–
|
-$20.5K
|
-800
|
Closed
|
|
|
50
|
IFP Advisors
Tampa,
Florida
|
–
|
-$7.77K
|
-249
|
Closed
|
|
