|
26
|
E&G Advisors
Houston,
Texas
|
$367K
|
-$358K
|
-22,900
|
Closed
|
|
|
27
|
Raymond James & Associates
St Petersburg,
Florida
|
$361K
|
-$56.5K
|
-3,613
|
-14%
|
|
|
28
|
Foresight Wealth Management
Draper,
Utah
|
$294K
|
+$284K
|
+18,179
|
New
|
|
|
29
|
LPL Financial
San Diego,
California
|
$256K
|
-$247K
|
-15,779
|
-50%
|
|
|
30
|
Brighton Jones LLC
Seattle,
Washington
|
$244K
|
+$844
|
+54
|
+0.4%
|
|
|
31
|
Truist Financial
Charlotte,
North Carolina
|
$240K
|
-$6.91K
|
-442
|
-3%
|
|
|
32
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$222K
|
-$60.9K
|
-3,900
|
-22%
|
|
|
33
|
Shaker Financial Services
Arlington,
Virginia
|
$213K
|
-$703K
|
-44,961
|
-77%
|
|
|
34
|
Camelot Portfolios
Maumee,
Ohio
|
$179K
|
–
|
–
|
–
|
|
|
35
|
Barclays
London,
United Kingdom
|
$178K
|
+$167K
|
+10,707
|
New
|
|
|
36
|
|
$163K
|
-$5.3K
|
-339
|
-3%
|
|
|
37
|
Global Retirement Partners
San Rafael,
California
|
$145K
|
-$17.4K
|
-1,113
|
-11%
|
|
|
38
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$133K
|
+$5.83K
|
+373
|
+5%
|
|
|
39
|
FNY Investment Advisers
New York
|
$113K
|
-$57.8K
|
-3,699
|
-35%
|
|
|
40
|
Lazard Asset Management
New York
|
$113K
|
–
|
–
|
–
|
|
|
41
|
Spire Wealth Management
Mclean,
Virginia
|
$57K
|
–
|
–
|
–
|
|
|
42
|
Webster Bank
Waterbury,
Connecticut
|
$41K
|
+$20.9K
|
+1,338
|
+112%
|
|
|
43
|
Harbour Investments
Madison,
Wisconsin
|
$34K
|
–
|
–
|
–
|
|
|
44
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$32.3K
|
–
|
–
|
–
|
|
|
45
|
Crescent Capital Consulting
New Orleans,
Louisiana
|
$24K
|
–
|
–
|
–
|
|
|
46
|
Bogart Wealth LLC
Mclean,
Virginia
|
$10K
|
+$9.61K
|
+615
|
New
|
|
|
47
|
Gemmer Asset Management
Walnut Creek,
California
|
$8K
|
–
|
–
|
–
|
|
|
48
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$8K
|
+$8.24K
|
+527
|
New
|
|
|
49
|
Gradient Investments
Arden Hills,
Minnesota
|
$5K
|
–
|
–
|
–
|
|
|
50
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
