|
26
|
|
$297K
|
+$293K
|
+3,634
|
New
|
|
|
27
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$292K
|
+$62.6K
|
+777
|
+28%
|
|
|
28
|
|
$281K
|
–
|
–
|
–
|
|
|
29
|
Atria Wealth Solutions
New York
|
$252K
|
+$248K
|
+3,083
|
New
|
|
|
30
|
Welch Group
Birmingham,
Alabama
|
$226K
|
–
|
–
|
–
|
|
|
31
|
Bank of America
Charlotte,
North Carolina
|
$209K
|
-$4.27K
|
-53
|
-2%
|
|
|
32
|
Bank of New York Mellon
New York
|
$205K
|
-$28.3K
|
-351
|
-12%
|
|
|
33
|
IFP Advisors
Tampa,
Florida
|
$174K
|
+$274K
|
+3,406
|
New
|
|
|
34
|
Archer Investment Corporation
Carmel,
Indiana
|
$143K
|
–
|
–
|
–
|
|
|
35
|
Fidelity Investments
Boston,
Massachusetts
|
$83K
|
–
|
–
|
–
|
|
|
36
|
|
$52K
|
+$52K
|
+645
|
New
|
|
|
37
|
Wells Fargo
San Francisco,
California
|
$47K
|
+$46.5K
|
+577
|
New
|
|
|
38
|
Lazard Asset Management
New York
|
$24K
|
-$3.87K
|
-48
|
-14%
|
|
|
39
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$16K
|
–
|
–
|
–
|
|
|
40
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16K
|
+$15.3K
|
+190
|
New
|
|
|
41
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$11K
|
+$1.13K
|
+14
|
+12%
|
|
|
42
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9K
|
+$8.7K
|
+108
|
New
|
|
|
43
|
Global Retirement Partners
San Rafael,
California
|
$5K
|
+$5.56K
|
+69
|
New
|
|
|
44
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$4K
|
–
|
–
|
–
|
|
|
45
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$3K
|
+$3.06K
|
+38
|
New
|
|
|
46
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2K
|
+$2.18K
|
+27
|
New
|
|
|
47
|
|
$1K
|
–
|
–
|
–
|
|
|
48
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
–
|
-$297K
|
-3,437
|
Closed
|
|
|
49
|
UBS Group
Zurich,
Switzerland
|
–
|
-$70K
|
-812
|
Closed
|
|
|
50
|
Snowden Capital Advisors
New York
|
–
|
-$38K
|
-447
|
Closed
|
|
