|
26
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$288K
|
–
|
–
|
–
|
|
|
27
|
|
$105K
|
-$6.1K
|
-127
|
-6%
|
|
|
28
|
Advisor Group
Phoenix,
Arizona
|
$69K
|
-$18K
|
-374
|
-22%
|
|
|
29
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$67K
|
–
|
–
|
–
|
|
|
30
|
Geneos Wealth Management
Englewood,
Colorado
|
$54K
|
–
|
–
|
–
|
|
|
31
|
Brown Brothers Harriman & Co
New York
|
$51K
|
+$48.1K
|
+1,000
|
New
|
|
|
32
|
Raffa Wealth Management
Washington,
District of Columbia
|
$45.5K
|
–
|
–
|
–
|
|
|
33
|
William Blair & Company
Chicago,
Illinois
|
$38K
|
–
|
–
|
–
|
|
|
34
|
Dowling & Yahnke
San Diego,
California
|
$27K
|
+$25.5K
|
+530
|
New
|
|
|
35
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$25K
|
–
|
–
|
–
|
|
|
36
|
Eudaimonia Partners
Winchester,
Tennessee
|
$23K
|
+$21.6K
|
+450
|
New
|
|
|
37
|
US Bancorp
Minneapolis,
Minnesota
|
$20K
|
–
|
–
|
–
|
|
|
38
|
Advisors Preferred
Rockville,
Maryland
|
$15K
|
+$14.6K
|
+304
|
New
|
|
|
39
|
Steward Partners Investment Advisory
New York
|
$13K
|
–
|
–
|
–
|
|
|
40
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$10K
|
–
|
–
|
–
|
|
|
41
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9K
|
–
|
–
|
–
|
|
|
42
|
Ancora Advisors
Cleveland,
Ohio
|
$8K
|
+$7.21K
|
+150
|
New
|
|
|
43
|
Duncker Streett & Co
St. Louis,
Missouri
|
$5K
|
+$4.81K
|
+100
|
New
|
|
|
44
|
SVB Wealth
Boston,
Massachusetts
|
$4K
|
+$3.75K
|
+78
|
New
|
|
|
45
|
|
–
|
-$13.6M
|
-292,452
|
Closed
|
|
|
46
|
Cordasco Financial Network
Naples,
Florida
|
–
|
-$47K
|
-1,013
|
Closed
|
|
|
47
|
Pathstone Family Office
Englewood,
New Jersey
|
–
|
-$33K
|
-708
|
Closed
|
|
|
48
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
–
|
-$25K
|
-530
|
Closed
|
|
|
49
|
First Allied Advisory Services
San Diego,
California
|
–
|
-$3K
|
-65
|
Closed
|
|
|
50
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
–
|
-$2K
|
-35
|
Closed
|
|
