|
26
|
Latitude Advisors
Vero Beach,
Florida
|
$297K
|
+$325K
|
+15,556
|
New
|
|
|
27
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$294K
|
-$259K
|
-12,410
|
-45%
|
|
|
28
|
AE Wealth Management
Topeka,
Kansas
|
$281K
|
+$17.3K
|
+829
|
+6%
|
|
|
29
|
Old Port Advisors
Portland,
Maine
|
$253K
|
–
|
–
|
–
|
|
|
30
|
Ancora Advisors
Cleveland,
Ohio
|
$64K
|
+$19.3K
|
+923
|
+38%
|
|
|
31
|
UBS Group
Zurich,
Switzerland
|
$30K
|
-$5.87K
|
-281
|
-15%
|
|
|
32
|
Howe & Rusling
Rochester,
New York
|
$15K
|
+$5.6K
|
+268
|
+50%
|
|
|
33
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$6K
|
+$230
|
+11
|
+4%
|
|
|
34
|
International Assets Investment Management
Orlando,
Florida
|
$5K
|
+$5.56K
|
+266
|
New
|
|
|
35
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
–
|
-$18.2M
|
-769,762
|
Closed
|
|
|
36
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
–
|
-$13.5M
|
-572,934
|
Closed
|
|
|
37
|
Citadel Advisors
Miami,
Florida
|
–
|
-$8.28M
|
-350,804
|
Closed
|
|
|
38
|
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
–
|
-$6.3M
|
-267,088
|
Closed
|
|
|
39
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$4M
|
-173,397
|
Closed
|
|
|
40
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
–
|
-$946K
|
-40,119
|
Closed
|
|
|
41
|
Financial Enhancement Group
Anderson,
Indiana
|
–
|
-$586K
|
-24,823
|
Closed
|
|
|
42
|
Oppenheimer & Co
New York
|
–
|
-$459K
|
-19,474
|
Closed
|
|
|
43
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$408K
|
-17,308
|
Closed
|
|
|
44
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$330K
|
-13,978
|
Closed
|
|
|
45
|
Moors & Cabot
Boston,
Massachusetts
|
–
|
-$259K
|
-11,000
|
Closed
|
|
|
46
|
|
–
|
-$236K
|
-10,002
|
Closed
|
|
|
47
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$34K
|
-1,461
|
Closed
|
|
|
48
|
|
–
|
-$6K
|
-286
|
Closed
|
|
