|
26
|
|
$530K
|
-$240K
|
-5,468
|
-31%
|
|
|
27
|
Rand Wealth
Baltimore,
Maryland
|
$500K
|
–
|
–
|
–
|
|
|
28
|
|
$465K
|
-$669K
|
-15,221
|
-59%
|
|
|
29
|
GHP Investment Advisors
Denver,
Colorado
|
$465K
|
+$572
|
+13
|
+0.1%
|
|
|
30
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$398K
|
-$79.3K
|
-1,803
|
-17%
|
|
|
31
|
TCI Wealth Advisors
Tucson,
Arizona
|
$382K
|
+$87.9K
|
+2,000
|
+30%
|
|
|
32
|
First Allied Advisory Services
San Diego,
California
|
$369K
|
+$66K
|
+1,500
|
+22%
|
|
|
33
|
SouthState Corp
Winter Haven,
Florida
|
$363K
|
-$87.3K
|
-1,986
|
-19%
|
|
|
34
|
Creative Planning
Overland Park,
Kansas
|
$348K
|
-$8.79K
|
-200
|
-2%
|
|
|
35
|
Wharton Business Group
Malvern,
Pennsylvania
|
$314K
|
–
|
–
|
–
|
|
|
36
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$302K
|
+$7.87K
|
+179
|
+3%
|
|
|
37
|
GW & Wade
Wellesley,
Massachusetts
|
$261K
|
–
|
–
|
–
|
|
|
38
|
Credit Suisse
Zurich,
Switzerland
|
$235K
|
+$15.6K
|
+354
|
+7%
|
|
|
39
|
Yorktown Management & Research Company
Forest,
Virginia
|
$230K
|
–
|
–
|
–
|
|
|
40
|
Optimum Investment Advisors
Chicago,
Illinois
|
$136K
|
-$246K
|
-5,585
|
-64%
|
|
|
41
|
MSI Financial Services
Springfield,
Massachusetts
|
$66K
|
+$14.3K
|
+325
|
+27%
|
|
|
42
|
Barclays
London,
United Kingdom
|
$65K
|
–
|
–
|
–
|
|
|
43
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$54K
|
–
|
–
|
–
|
|
|
44
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$41K
|
–
|
–
|
–
|
|
|
45
|
Evercore Wealth Management
New York
|
$34K
|
+$33.8K
|
+769
|
New
|
|
|
46
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$33K
|
–
|
–
|
–
|
|
|
47
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$32K
|
–
|
–
|
–
|
|
|
48
|
Managed Account Advisors
Jersey City,
New Jersey
|
$32K
|
+$32.3K
|
+734
|
New
|
|
|
49
|
High Point Bank & Trust
High Point,
North Carolina
|
$26K
|
-$13K
|
-295
|
-33%
|
|
|
50
|
Canada Life
Winnipeg,
Manitoba, Canada
|
$25K
|
–
|
–
|
–
|
|
