|
26
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$298K
|
–
|
–
|
–
|
|
|
27
|
TRUADVICE
Sarasota,
Florida
|
$287K
|
-$8.73K
|
-286
|
-3%
|
|
|
28
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$214K
|
-$143K
|
-4,700
|
-40%
|
|
|
29
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$189K
|
+$92.5K
|
+3,031
|
+93%
|
|
|
30
|
Macroview Investment Management
Bethesda,
Maryland
|
$72.2K
|
+$1.25K
|
+41
|
+2%
|
|
|
31
|
Rockefeller Capital Management
New York
|
$62K
|
+$1.98K
|
+65
|
+3%
|
|
|
32
|
IFP Advisors
Tampa,
Florida
|
$22K
|
-$9.89K
|
-324
|
-30%
|
|
|
33
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$19.9K
|
–
|
–
|
–
|
|
|
34
|
|
$11K
|
-$55.7K
|
-1,824
|
-84%
|
|
|
35
|
Wells Fargo
San Francisco,
California
|
$5.74K
|
+$5.8K
|
+190
|
+19,000%
|
|
|
36
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$5K
|
-$6.1K
|
-200
|
-57%
|
|
|
37
|
Covestor
London,
United Kingdom
|
$3K
|
+$183
|
+6
|
+6%
|
|
|
38
|
Farther Finance Advisors
San Francisco,
California
|
$1.65K
|
+$1.68K
|
+55
|
New
|
|
|
39
|
Fidelity Investments
Boston,
Massachusetts
|
$1.05K
|
+$1.07K
|
+35
|
New
|
|
|
40
|
LPL Financial
San Diego,
California
|
–
|
-$505K
|
-16,934
|
Closed
|
|
|
41
|
RHS Financial
San Francisco,
California
|
–
|
-$221K
|
-7,415
|
Closed
|
|
|
42
|
Colony Group
Boston,
Massachusetts
|
–
|
-$217K
|
-7,279
|
Closed
|
|
|
43
|
Advisornet Financial
Minnetonka,
Minnesota
|
–
|
-$36K
|
-1,200
|
Closed
|
|
|
44
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
–
|
-$36K
|
-1,200
|
Closed
|
|
|
45
|
|
–
|
-$21K
|
-700
|
Closed
|
|
|
46
|
Mach-1 Financial Group
Rogers,
Arkansas
|
–
|
-$4K
|
-141
|
Closed
|
|
|
47
|
Raleigh Capital Management
Cary,
North Carolina
|
–
|
-$3K
|
-101
|
Closed
|
|
|
48
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$2K
|
-56
|
Closed
|
|
