|
26
|
Safe Harbor Wealth Advisors
Dublin,
Ohio
|
$694K
|
+$694K
|
+13,926
|
New
|
|
|
27
|
Belpointe Asset Management
Reno,
Nevada
|
$631K
|
+$213K
|
+4,263
|
+51%
|
|
|
28
|
Citadel Advisors
Miami,
Florida
|
$589K
|
+$590K
|
+11,839
|
New
|
|
|
29
|
Envestnet Asset Management
Chicago,
Illinois
|
$536K
|
+$537K
|
+10,763
|
New
|
|
|
30
|
FSA Investment Group
Pensacola,
Florida
|
$448K
|
+$4.54K
|
+91
|
+1%
|
|
|
31
|
Tandem Investment Partners
Bordentown,
New Jersey
|
$424K
|
+$95.6K
|
+1,917
|
+29%
|
|
|
32
|
IHT Wealth Management
Chicago,
Illinois
|
$341K
|
–
|
–
|
–
|
|
|
33
|
Farther Finance Advisors
San Francisco,
California
|
$316K
|
+$317K
|
+6,354
|
New
|
|
|
34
|
Optima Capital
Beaverton,
Oregon
|
$281K
|
-$299
|
-6
|
-0.1%
|
|
|
35
|
Inspire Advisors
Meridian,
Idaho
|
$236K
|
+$236K
|
+4,741
|
New
|
|
|
36
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$231K
|
+$232K
|
+4,645
|
New
|
|
|
37
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$211K
|
+$7.53K
|
+151
|
+4%
|
|
|
38
|
AQR Capital Management
Greenwich,
Connecticut
|
$210K
|
+$210K
|
+4,217
|
New
|
|
|
39
|
|
$81.6K
|
+$81.7K
|
+1,639
|
New
|
|
|
40
|
Tucker Asset Management
Littleton,
Colorado
|
$59.7K
|
+$59.8K
|
+1,200
|
New
|
|
|
41
|
Global Retirement Partners
San Rafael,
California
|
$49.9K
|
+$32K
|
+641
|
+178%
|
|
|
42
|
Reyes Financial Architecture
San Diego,
California
|
$49.5K
|
+$8.97K
|
+180
|
+22%
|
|
|
43
|
SageView Advisory Group
Newport Beach,
California
|
$47.2K
|
+$47.3K
|
+948
|
New
|
|
|
44
|
UBS Group
Zurich,
Switzerland
|
$23.4K
|
+$23.4K
|
+470
|
New
|
|
|
45
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8K
|
–
|
–
|
–
|
|
|
46
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.07K
|
+$6.08K
|
+122
|
New
|
|
|
47
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$5.13K
|
–
|
–
|
–
|
|
|
48
|
|
$1.99K
|
–
|
–
|
–
|
|
|
49
|
Endurance Services Ltd
Purchase,
New York
|
–
|
-$1.21M
|
-24,250
|
Closed
|
|
|
50
|
|
–
|
-$1.14M
|
-22,959
|
Closed
|
|
