|
26
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$471K
|
–
|
–
|
–
|
|
|
27
|
Diversify Wealth Management
Sandy,
Utah
|
$402K
|
+$147K
|
+3,887
|
+59%
|
|
|
28
|
Diversify Advisory Services
Sandy,
Utah
|
$402K
|
+$396K
|
+10,478
|
New
|
|
|
29
|
AssetMark Inc
Concord,
California
|
$391K
|
+$158K
|
+4,173
|
+71%
|
|
|
30
|
Financial Services Advisory
Rockville,
Maryland
|
$329K
|
+$97.8K
|
+2,588
|
+44%
|
|
|
31
|
QRG Capital Management
Chicago,
Illinois
|
$221K
|
-$58.9K
|
-1,558
|
-21%
|
|
|
32
|
|
$164K
|
+$50.1K
|
+1,325
|
+45%
|
|
|
33
|
Allworth Financial
Folsom,
California
|
$139K
|
-$47.6K
|
-1,261
|
-26%
|
|
|
34
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$119K
|
+$35.2K
|
+932
|
+44%
|
|
|
35
|
UBS Group
Zurich,
Switzerland
|
$85.7K
|
+$52.7K
|
+1,395
|
+171%
|
|
|
36
|
Pioneer Family Office
North Miami Beach,
Florida
|
$73.5K
|
–
|
–
|
–
|
|
|
37
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$62.9K
|
+$61.4K
|
+1,624
|
New
|
|
|
38
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$43.9K
|
-$26K
|
-687
|
-38%
|
|
|
39
|
Golden State Wealth Management
Santa Ana,
California
|
$25.5K
|
+$24.9K
|
+658
|
New
|
|
|
40
|
Signature Resources Capital Management
Newport Beach,
California
|
$18K
|
–
|
–
|
–
|
|
|
41
|
Crews Bank & Trust
Wauchula,
Florida
|
$12K
|
+$11.7K
|
+310
|
New
|
|
|
42
|
IFP Advisors
Tampa,
Florida
|
$11.7K
|
–
|
–
|
–
|
|
|
43
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$7.94K
|
+$7.75K
|
+205
|
New
|
|
|
44
|
Signature Equity Partners
Columbus,
Ohio
|
$1.08K
|
–
|
–
|
–
|
|
|
45
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.94M
|
-55,009
|
Closed
|
|
|
46
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$495K
|
-14,034
|
Closed
|
|
|
47
|
Capital Asset Management
Denver,
Colorado
|
–
|
-$226K
|
-6,407
|
Closed
|
|
|
48
|
MAI Capital Management
Independence,
Ohio
|
–
|
-$40.9K
|
-1,161
|
Closed
|
|
|
49
|
Wellington Group
Indianapolis,
Indiana
|
–
|
-$28.9K
|
-821
|
Closed
|
|
|
50
|
Golden State Equity Partners
South Coast Metro,
California
|
–
|
-$2.36K
|
-67
|
Closed
|
|
