|
26
|
Column Capital Advisors
Indianapolis,
Indiana
|
$277K
|
-$1.61M
|
-25,649
|
-8%
|
|
|
27
|
Level Financial Advisors
East Amherst,
New York
|
$250K
|
–
|
–
|
–
|
|
|
28
|
Corrigan Financial
Middletown,
Rhode Island
|
$234K
|
-$12.5K
|
-198
|
-5%
|
|
|
29
|
Lion Street Advisors
Austin,
Texas
|
$220K
|
+$233K
|
+3,704
|
New
|
|
|
30
|
Round Rock Advisors
Wilton,
Connecticut
|
$202K
|
+$214K
|
+3,403
|
New
|
|
|
31
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$169K
|
+$49.5K
|
+786
|
+38%
|
|
|
32
|
UBS Group
Zurich,
Switzerland
|
$140K
|
+$69.4K
|
+1,102
|
+88%
|
|
|
33
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$135K
|
+$32.7K
|
+520
|
+30%
|
|
|
34
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$125K
|
–
|
–
|
–
|
|
|
35
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$117K
|
–
|
–
|
–
|
|
|
36
|
Bartlett & Co
Cincinnati,
Ohio
|
$117K
|
–
|
–
|
–
|
|
|
37
|
Whittier Trust
South Pasadena,
California
|
$103K
|
–
|
–
|
–
|
|
|
38
|
First Horizon Advisors
Memphis,
Tennessee
|
$94K
|
-$8.31K
|
-132
|
-8%
|
|
|
39
|
Spire Wealth Management
Mclean,
Virginia
|
$71K
|
–
|
–
|
–
|
|
|
40
|
Advisornet Financial
Minnetonka,
Minnesota
|
$65K
|
–
|
–
|
–
|
|
|
41
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$37K
|
+$39.4K
|
+626
|
New
|
|
|
42
|
AllSquare Wealth Management
Albany,
New York
|
$33K
|
–
|
–
|
–
|
|
|
43
|
Burleson & Co
Petaluma,
California
|
$12K
|
–
|
–
|
–
|
|
|
44
|
American Portfolios Advisors
Holbrook,
New York
|
$11.9K
|
–
|
–
|
–
|
|
|
45
|
Caldwell Trust
Venice,
Florida
|
$8.61K
|
–
|
–
|
–
|
|
|
46
|
Allworth Financial
Folsom,
California
|
$7K
|
-$18.4K
|
-293
|
-70%
|
|
|
47
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$4.33K
|
+$503
|
+8
|
+12%
|
|
|
48
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$3K
|
-$13.3K
|
-212
|
-80%
|
|
|
49
|
Perigon Wealth Management
San Francisco,
California
|
–
|
-$769K
|
-12,221
|
Closed
|
|
|
50
|
Clearstead Advisors
Cleveland,
Ohio
|
–
|
-$124K
|
-1,977
|
Closed
|
|
