|
26
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$341K
|
-$224K
|
-5,439
|
-40%
|
|
|
27
|
Sterling Financial Planning
Sparta,
New Jersey
|
$320K
|
-$4.04K
|
-98
|
-1%
|
|
|
28
|
William Blair & Company
Chicago,
Illinois
|
$283K
|
–
|
–
|
–
|
|
|
29
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$244K
|
–
|
–
|
–
|
|
|
30
|
Sequoia Financial Advisors
Akron,
Ohio
|
$243K
|
–
|
–
|
–
|
|
|
31
|
CRA Financial Services
Northfield,
New Jersey
|
$207K
|
-$76.5K
|
-1,857
|
-27%
|
|
|
32
|
Farther Finance Advisors
San Francisco,
California
|
$207K
|
+$66.9K
|
+1,624
|
+49%
|
|
|
33
|
Barclays
London,
United Kingdom
|
$200K
|
–
|
–
|
–
|
|
|
34
|
Tidemark
San Diego,
California
|
$88K
|
–
|
–
|
–
|
|
|
35
|
IFP Advisors
Tampa,
Florida
|
$73.3K
|
-$2.02K
|
-49
|
-3%
|
|
|
36
|
IMG Wealth Management
Jacksonville,
Florida
|
$56.6K
|
-$82
|
-2
|
-0.1%
|
|
|
37
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$40K
|
–
|
–
|
–
|
|
|
38
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$34.4K
|
-$20.6K
|
-500
|
-38%
|
|
|
39
|
Steward Partners Investment Advisory
New York
|
$33.8K
|
-$536
|
-13
|
-2%
|
|
|
40
|
Financial Network Wealth Advisors
Murray,
Utah
|
$30.2K
|
–
|
–
|
–
|
|
|
41
|
AE Wealth Management
Topeka,
Kansas
|
$20.3K
|
–
|
–
|
–
|
|
|
42
|
Luminist Capital
Grand Rapids,
Michigan
|
$18.4K
|
+$18.7K
|
+454
|
New
|
|
|
43
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$7.26K
|
–
|
–
|
–
|
|
|
44
|
Sonoma Allocations
Santa Rosa,
California
|
–
|
-$1.21M
|
-30,804
|
Closed
|
|
|
45
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$717K
|
-18,306
|
Closed
|
|
|
46
|
LPL Financial
San Diego,
California
|
–
|
-$459K
|
-11,733
|
Closed
|
|
|
47
|
Foundations Investment Advisors
Phoenix,
Arizona
|
–
|
-$393K
|
-10,040
|
Closed
|
|
|
48
|
|
–
|
-$379K
|
-9,679
|
Closed
|
|
|
49
|
LeClair Wealth Partners
Dublin,
Ohio
|
–
|
-$362K
|
-9,247
|
Closed
|
|
|
50
|
WorthPointe
La Jolla,
California
|
–
|
-$255K
|
-6,503
|
Closed
|
|
