|
26
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$580K
|
+$93.6K
|
+1,809
|
+19%
|
|
|
27
|
Beam Wealth Advisors
Covington,
Louisiana
|
$541K
|
+$6.41K
|
+124
|
+1%
|
|
|
28
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$528K
|
+$248K
|
+4,791
|
+88%
|
|
|
29
|
NFP Retirement Inc
Aliso Viejo,
California
|
$507K
|
-$6.46K
|
-125
|
-1%
|
|
|
30
|
UBP Investment Advisors
Geneva,
Switzerland
|
$493K
|
–
|
–
|
–
|
|
|
31
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$290K
|
+$55.4K
|
+1,071
|
+24%
|
|
|
32
|
Wells Fargo
San Francisco,
California
|
$290K
|
+$60.6K
|
+1,171
|
+26%
|
|
|
33
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$282K
|
-$140K
|
-2,703
|
-33%
|
|
|
34
|
Prudential Financial
Newark,
New Jersey
|
$271K
|
–
|
–
|
–
|
|
|
35
|
Bank of America
Charlotte,
North Carolina
|
$238K
|
-$41.5K
|
-803
|
-15%
|
|
|
36
|
Envestnet Asset Management
Chicago,
Illinois
|
$220K
|
-$2.74K
|
-53
|
-1%
|
|
|
37
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$206K
|
-$20K
|
-387
|
-9%
|
|
|
38
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$201K
|
+$2.07K
|
+40
|
+1%
|
|
|
39
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$144K
|
–
|
–
|
–
|
|
|
40
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$92K
|
–
|
–
|
–
|
|
|
41
|
Rockefeller Capital Management
New York
|
$72K
|
+$43.2K
|
+836
|
+146%
|
|
|
42
|
Next Financial Group
Houston,
Texas
|
$41K
|
+$41.4K
|
+800
|
New
|
|
|
43
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$19K
|
–
|
–
|
–
|
|
|
44
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$10K
|
+$10.2K
|
+197
|
New
|
|
|
45
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$6K
|
–
|
–
|
–
|
|
|
46
|
Pacifica Partners
Surrey,
Canada
|
$2K
|
–
|
–
|
–
|
|
|
47
|
Systelligence LLC
Bloomington,
Minnesota
|
–
|
-$1.07M
|
-21,120
|
Closed
|
|
|
48
|
|
–
|
-$962K
|
-18,990
|
Closed
|
|
|
49
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
–
|
-$24.3K
|
-480
|
Closed
|
|
|
50
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$3K
|
-65
|
Closed
|
|
