|
26
|
Tassel Capital Management
Matthews,
North Carolina
|
$270K
|
+$273K
|
+10,493
|
New
|
|
|
27
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$265K
|
+$194K
|
+7,456
|
+263%
|
|
|
28
|
Beacon Pointe Advisors
Newport Beach,
California
|
$263K
|
+$5.86K
|
+225
|
+2%
|
|
|
29
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$259K
|
+$14.1K
|
+540
|
+6%
|
|
|
30
|
D.A. Davidson & Co
Great Falls,
Montana
|
$243K
|
+$246K
|
+9,450
|
New
|
|
|
31
|
Opulen Financial Group
Arlington,
Virginia
|
$239K
|
+$241K
|
+9,264
|
New
|
|
|
32
|
Steward Partners Investment Advisory
New York
|
$206K
|
–
|
–
|
–
|
|
|
33
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$202K
|
+$1.54K
|
+59
|
+0.8%
|
|
|
34
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$201K
|
–
|
–
|
–
|
|
|
35
|
Crews Bank & Trust
Wauchula,
Florida
|
$197K
|
+$199K
|
+7,660
|
New
|
|
|
36
|
First Command Advisory Services
Fort Worth,
Texas
|
$110K
|
+$28.9K
|
+1,111
|
+35%
|
|
|
37
|
Global Financial Private Client
Sarasota,
Florida
|
$90.2K
|
+$91.2K
|
+3,501
|
New
|
|
|
38
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$79K
|
+$52.3K
|
+2,008
|
+189%
|
|
|
39
|
Comerica Bank
Dallas,
Texas
|
$73.5K
|
–
|
–
|
–
|
|
|
40
|
Asset Dedication LLC
San Francisco,
California
|
$62.3K
|
+$44.4K
|
+1,704
|
+238%
|
|
|
41
|
Huntington National Bank
Columbus,
Ohio
|
$50.2K
|
–
|
–
|
–
|
|
|
42
|
Principal Securities
Des Moines,
Iowa
|
$27.9K
|
+$28.2K
|
+1,082
|
New
|
|
|
43
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.83K
|
–
|
–
|
–
|
|
|
44
|
Advisornet Financial
Minnetonka,
Minnesota
|
$6.67K
|
–
|
–
|
–
|
|
|
45
|
Geneos Wealth Management
Englewood,
Colorado
|
$6.18K
|
+$6.25K
|
+240
|
New
|
|
|
46
|
Cowen and Company
New York
|
–
|
-$855K
|
-32,441
|
Closed
|
|
|
47
|
MONECO Advisors
Fairfield,
Connecticut
|
–
|
-$578K
|
-21,930
|
Closed
|
|
|
48
|
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
|
–
|
-$202K
|
-7,680
|
Closed
|
|
|
49
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$211
|
-8
|
Closed
|
|
