|
26
|
Allworth Financial
Folsom,
California
|
$323K
|
–
|
–
|
–
|
|
|
27
|
Global Retirement Partners
San Rafael,
California
|
$243K
|
+$663
|
+19
|
+0.3%
|
|
|
28
|
Bank of America
Charlotte,
North Carolina
|
$239K
|
+$94.4K
|
+2,705
|
+66%
|
|
|
29
|
Private Trust Company
Cleveland,
Ohio
|
$230K
|
–
|
–
|
–
|
|
|
30
|
Mutual Advisors
Omaha,
Nebraska
|
$230K
|
–
|
–
|
–
|
|
|
31
|
Envestnet Asset Management
Chicago,
Illinois
|
$219K
|
+$20.6K
|
+591
|
+10%
|
|
|
32
|
Weaver Consulting Group
Huntington Beach,
California
|
$201K
|
-$65.7K
|
-1,881
|
-25%
|
|
|
33
|
Osaic Holdings
Scottsdale,
Arizona
|
$187K
|
-$23.9K
|
-684
|
-11%
|
|
|
34
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$111K
|
+$110K
|
+3,162
|
New
|
|
|
35
|
Fidelity Investments
Boston,
Massachusetts
|
$23.7K
|
+$21.1K
|
+605
|
+840%
|
|
|
36
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$17.1K
|
–
|
–
|
–
|
|
|
37
|
Hilton Head Capital Partners
Hilton Head Island,
South Carolina
|
$8.79K
|
+$8.76K
|
+251
|
New
|
|
|
38
|
Spire Wealth Management
Mclean,
Virginia
|
$5.25K
|
-$4.36K
|
-125
|
-45%
|
|
|
39
|
UBS Group
Zurich,
Switzerland
|
$1.33K
|
+$1.33K
|
+38
|
New
|
|
|
40
|
Wells Fargo
San Francisco,
California
|
$46
|
–
|
–
|
–
|
|
|
41
|
Virtus Wealth Solutions
Cranford,
New Jersey
|
–
|
-$7.05M
|
-198,964
|
Closed
|
|
|
42
|
Brookwood Investment Group
Phoenix,
Arizona
|
–
|
-$4.97M
|
-140,142
|
Closed
|
|
|
43
|
Two Sigma Investments
New York
|
–
|
-$1.73M
|
-48,700
|
Closed
|
|
|
44
|
Park Square Financial Group
Roswell,
Georgia
|
–
|
-$469K
|
-13,224
|
Closed
|
|
|
45
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$39.2K
|
-1,105
|
Closed
|
|
|
46
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
–
|
-$17.2K
|
-484
|
Closed
|
|
