|
26
|
TrueWealth Advisors
Birmingham,
Alabama
|
$384K
|
+$102K
|
+1,478
|
+33%
|
|
|
27
|
Snowden Capital Advisors
New York
|
$331K
|
–
|
–
|
–
|
|
|
28
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$305K
|
+$111K
|
+1,611
|
+52%
|
|
|
29
|
Citadel Advisors
Miami,
Florida
|
$297K
|
+$316K
|
+4,584
|
New
|
|
|
30
|
Arete Wealth Advisors
Chicago,
Illinois
|
$282K
|
-$86.6K
|
-1,255
|
-22%
|
|
|
31
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$273K
|
-$23.1K
|
-335
|
-7%
|
|
|
32
|
IRON Financial
Northbrook,
Illinois
|
$259K
|
–
|
–
|
–
|
|
|
33
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$256K
|
+$273K
|
+3,960
|
New
|
|
|
34
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$245K
|
+$3.79K
|
+55
|
+1%
|
|
|
35
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$243K
|
+$31.9K
|
+463
|
+14%
|
|
|
36
|
Bay Colony Advisors
Concord,
Massachusetts
|
$206K
|
+$1.79K
|
+26
|
+0.8%
|
|
|
37
|
UBS Group
Zurich,
Switzerland
|
$125K
|
+$133K
|
+1,924
|
New
|
|
|
38
|
Comerica Bank
Dallas,
Texas
|
$95.6K
|
-$69
|
-1
|
-0.1%
|
|
|
39
|
Geneos Wealth Management
Englewood,
Colorado
|
$64.8K
|
–
|
–
|
–
|
|
|
40
|
NewEdge Advisors
New Orleans,
Louisiana
|
$25.9K
|
+$13.8K
|
+200
|
+100%
|
|
|
41
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
$21.3K
|
+$22.8K
|
+330
|
New
|
|
|
42
|
AssetMark Inc
Concord,
California
|
$13K
|
–
|
–
|
–
|
|
|
43
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7K
|
+$276
|
+4
|
+4%
|
|
|
44
|
|
$2.72K
|
–
|
–
|
–
|
|
|
45
|
Parallel Advisors
San Francisco,
California
|
$324
|
–
|
–
|
–
|
|
|
46
|
Fidelity Investments
Boston,
Massachusetts
|
$259
|
+$276
|
+4
|
New
|
|
|
47
|
Wells Fargo
San Francisco,
California
|
$120
|
+$69
|
+1
|
+100%
|
|
|
48
|
Focus Partners Wealth
Boston,
Massachusetts
|
–
|
-$3.98M
|
-178,253
|
Closed
|
|
|
49
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
–
|
-$1.44M
|
-20,986
|
Closed
|
|
|
50
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$381K
|
-5,550
|
Closed
|
|
