|
26
|
Davis Investment Partners
Charlotte,
North Carolina
|
$330K
|
–
|
–
|
–
|
|
|
27
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$319K
|
–
|
–
|
–
|
|
|
28
|
WT Wealth Management
Scottsdale,
Arizona
|
$317K
|
+$299K
|
+15,345
|
New
|
|
|
29
|
MML Investors Services
Springfield,
Massachusetts
|
$312K
|
+$16.1K
|
+825
|
+6%
|
|
|
30
|
Citadel Advisors
Miami,
Florida
|
$290K
|
-$342K
|
-17,540
|
-56%
|
|
|
31
|
Stifel Financial
St. Louis,
Missouri
|
$269K
|
+$251K
|
+12,916
|
New
|
|
|
32
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$266K
|
+$250K
|
+12,817
|
New
|
|
|
33
|
Ignite Planners
San Clemente,
California
|
$219K
|
+$205K
|
+10,548
|
New
|
|
|
34
|
Autumn Glory Partners
Dallas,
Texas
|
$208K
|
+$195K
|
+10,000
|
New
|
|
|
35
|
International Assets Investment Management
Orlando,
Florida
|
$159K
|
+$103K
|
+5,290
|
+525%
|
|
|
36
|
UBS Group
Zurich,
Switzerland
|
$155K
|
-$92.5K
|
-4,749
|
-39%
|
|
|
37
|
Solstein Capital
Menlo Park,
California
|
$138K
|
–
|
–
|
–
|
|
|
38
|
Blue Trust Inc
Alpharetta,
Georgia
|
$115K
|
–
|
–
|
–
|
|
|
39
|
WestEnd Advisors
Charlotte,
North Carolina
|
$112K
|
+$75.7K
|
+3,888
|
+255%
|
|
|
40
|
|
$79.5K
|
+$7.71K
|
+396
|
+12%
|
|
|
41
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$57.2K
|
–
|
–
|
–
|
|
|
42
|
Coppell Advisory Solutions
Coppell,
Texas
|
$54.8K
|
+$4.56K
|
+234
|
+10%
|
|
|
43
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$50K
|
–
|
–
|
–
|
|
|
44
|
CoreCap Advisors
Southfield,
Michigan
|
$48.1K
|
-$195K
|
-10,037
|
-81%
|
|
|
45
|
Comerica Bank
Dallas,
Texas
|
$40.3K
|
–
|
–
|
–
|
|
|
46
|
NewEdge Advisors
New Orleans,
Louisiana
|
$37.9K
|
–
|
–
|
–
|
|
|
47
|
Asset Dedication LLC
San Francisco,
California
|
$33.2K
|
–
|
–
|
–
|
|
|
48
|
|
$31.2K
|
–
|
–
|
–
|
|
|
49
|
Global Retirement Partners
San Rafael,
California
|
$31.2K
|
–
|
–
|
–
|
|
|
50
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$19.4K
|
+$2.73K
|
+140
|
+18%
|
|
