|
26
|
Citadel Advisors
Miami,
Florida
|
$509K
|
-$520K
|
-9,167
|
-51%
|
|
|
27
|
BCO Wealth Management
Carlsbad,
New Mexico
|
$445K
|
–
|
–
|
–
|
|
|
28
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$300K
|
+$44.3K
|
+781
|
+18%
|
|
|
29
|
NWAM LLC
Mercer Island,
Washington
|
$289K
|
+$280K
|
+4,939
|
New
|
|
|
30
|
Monument Group Wealth Advisors
Concord,
Massachusetts
|
$264K
|
+$256K
|
+4,521
|
New
|
|
|
31
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$202K
|
+$196K
|
+3,458
|
New
|
|
|
32
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$200K
|
+$194K
|
+3,427
|
New
|
|
|
33
|
Osaic Holdings
Scottsdale,
Arizona
|
$177K
|
+$172K
|
+3,028
|
New
|
|
|
34
|
Raffa Wealth Management
Washington,
District of Columbia
|
$111K
|
-$170
|
-3
|
-0.2%
|
|
|
35
|
Farther Finance Advisors
San Francisco,
California
|
$105K
|
–
|
–
|
–
|
|
|
36
|
Signature Resources Capital Management
Newport Beach,
California
|
$51.7K
|
–
|
–
|
–
|
|
|
37
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$13.2K
|
–
|
–
|
–
|
|
|
38
|
Cardiff Park Advisors
Carlsbad,
California
|
$10.3K
|
-$466K
|
-8,215
|
-98%
|
|
|
39
|
Global Retirement Partners
San Rafael,
California
|
$9.64K
|
-$113
|
-2
|
-1%
|
|
|
40
|
LRI Investments
Palm Beach Gardens,
Florida
|
$8.3K
|
+$8.05K
|
+142
|
New
|
|
|
41
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$1.4K
|
+$1.36K
|
+24
|
New
|
|
|
42
|
William Blair & Company
Chicago,
Illinois
|
$993
|
+$964
|
+17
|
New
|
|
|
43
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$292
|
+$283
|
+5
|
New
|
|
|
44
|
Wells Fargo
San Francisco,
California
|
–
|
-$95.4K
|
-1,759
|
Closed
|
|
|
45
|
Jones Financial Companies
Des Peres,
Missouri
|
–
|
-$82.3K
|
-1,523
|
Closed
|
|
|
46
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$78.7K
|
-1,452
|
Closed
|
|
