|
26
|
|
$311K
|
–
|
–
|
–
|
|
|
27
|
Focus Partners Wealth
Boston,
Massachusetts
|
$261K
|
–
|
–
|
–
|
|
|
28
|
Rossby Financial
Melbourne,
Florida
|
$258K
|
+$9.9K
|
+319
|
+4%
|
|
|
29
|
Creative Planning
Overland Park,
Kansas
|
$243K
|
+$227K
|
+7,323
|
New
|
|
|
30
|
Wedbush Securities
Los Angeles,
California
|
$235K
|
+$219K
|
+7,065
|
New
|
|
|
31
|
New Insight Wealth Advisors
San Ramon,
California
|
$202K
|
+$188K
|
+6,073
|
New
|
|
|
32
|
Fidelity Investments
Boston,
Massachusetts
|
$196K
|
–
|
–
|
–
|
|
|
33
|
Millstone Evans Group
Boulder,
Colorado
|
$156K
|
–
|
–
|
–
|
|
|
34
|
TFC Financial Management
Boston,
Massachusetts
|
$150K
|
–
|
–
|
–
|
|
|
35
|
Asset Dedication LLC
San Francisco,
California
|
$137K
|
–
|
–
|
–
|
|
|
36
|
Steward Partners Investment Advisory
New York
|
$105K
|
–
|
–
|
–
|
|
|
37
|
|
$88.7K
|
+$60.5K
|
+1,951
|
+264%
|
|
|
38
|
AssetMark Inc
Concord,
California
|
$72K
|
-$17.8K
|
-576
|
-21%
|
|
|
39
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$57.4K
|
–
|
–
|
–
|
|
|
40
|
AE Wealth Management
Topeka,
Kansas
|
$40.2K
|
–
|
–
|
–
|
|
|
41
|
Harbour Investments
Madison,
Wisconsin
|
$10K
|
–
|
–
|
–
|
|
|
42
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$5.54K
|
–
|
–
|
–
|
|
|
43
|
Sankala Group
Lyons,
Colorado
|
$4.19K
|
–
|
–
|
–
|
|
|
44
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1.89K
|
–
|
–
|
–
|
|
|
45
|
Wells Fargo
San Francisco,
California
|
$10
|
-$31
|
-1
|
Closed
|
|
|
46
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$1.9M
|
-70,947
|
Closed
|
|
|
47
|
Tower Research Capital (TRC)
New York
|
–
|
-$544K
|
-20,279
|
Closed
|
|
|
48
|
Golden State Equity Partners
South Coast Metro,
California
|
–
|
-$63.7K
|
-2,376
|
Closed
|
|
|
49
|
UBS Group
Zurich,
Switzerland
|
–
|
-$295
|
-11
|
Closed
|
|
