|
26
|
TCFG Investment Advisors
Laguna Niguel,
California
|
$248K
|
+$249K
|
+18,100
|
New
|
|
|
27
|
TCFG Wealth Management
Laguna Niguel,
California
|
$248K
|
+$249K
|
+18,100
|
New
|
|
|
28
|
Bank of America
Charlotte,
North Carolina
|
$230K
|
–
|
–
|
–
|
|
|
29
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$184K
|
+$184K
|
+13,416
|
New
|
|
|
30
|
Sequoia Financial Advisors
Akron,
Ohio
|
$177K
|
+$177K
|
+12,912
|
New
|
|
|
31
|
Joel Isaacson & Co
New York
|
$139K
|
+$139K
|
+10,110
|
New
|
|
|
32
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$117K
|
–
|
–
|
–
|
|
|
33
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$99.2K
|
-$20.6K
|
-1,500
|
-17%
|
|
|
34
|
Rialto Wealth Management
Syracuse,
New York
|
$73K
|
+$16.7K
|
+1,217
|
+30%
|
|
|
35
|
Osaic Holdings
Scottsdale,
Arizona
|
$31.6K
|
+$31.6K
|
+2,300
|
New
|
|
|
36
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$28.1K
|
+$1.65K
|
+120
|
+6%
|
|
|
37
|
Fidelity Investments
Boston,
Massachusetts
|
$27.4K
|
+$27.5K
|
+2,000
|
New
|
|
|
38
|
Arax Advisory Partners
Denver,
Colorado
|
$20.8K
|
+$20.8K
|
+1,514
|
New
|
|
|
39
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$13.7K
|
–
|
–
|
–
|
|
|
40
|
UBS Group
Zurich,
Switzerland
|
$1.37K
|
+$1.37K
|
+100
|
New
|
|
|
41
|
Bogart Wealth LLC
Mclean,
Virginia
|
$346
|
–
|
–
|
–
|
|
|
42
|
Huntington National Bank
Columbus,
Ohio
|
$27
|
–
|
–
|
–
|
|
|
43
|
NewEdge Advisors
New Orleans,
Louisiana
|
–
|
-$3.51M
|
-271,807
|
Closed
|
|
|
44
|
Wealth Alliance
Mellville,
New York
|
–
|
-$258K
|
-20,000
|
Closed
|
|
|
45
|
Citadel Advisors
Miami,
Florida
|
–
|
-$168K
|
-12,986
|
Closed
|
|
|
46
|
Bare Financial Services
Gap,
Pennsylvania
|
–
|
-$56K
|
-4,341
|
Closed
|
|
|
47
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
–
|
-$5.5K
|
-426
|
Closed
|
|
