|
26
|
Abacus Planning Group
Columbia,
South Carolina
|
$263K
|
+$8.02K
|
+204
|
+3%
|
|
|
27
|
Hart & Patterson Financial Group
Amherst,
Massachusetts
|
$252K
|
+$13.4K
|
+342
|
+5%
|
|
|
28
|
Asset Dedication LLC
San Francisco,
California
|
$244K
|
-$4.33K
|
-110
|
-2%
|
|
|
29
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$244K
|
-$4.33K
|
-110
|
-2%
|
|
|
30
|
Parkworth Wealth Management
Los Gatos,
California
|
$185K
|
+$195K
|
+4,953
|
New
|
|
|
31
|
Biltmore Family Office
Charlotte,
North Carolina
|
$111K
|
-$2K
|
-51
|
-2%
|
|
|
32
|
NBT Bank
Norwich,
New York
|
$84.3K
|
–
|
–
|
–
|
|
|
33
|
Raelipskie Partnership
Waterloo,
Ontario, Canada
|
$82.3K
|
–
|
–
|
–
|
|
|
34
|
Steward Partners Investment Advisory
New York
|
$80.8K
|
–
|
–
|
–
|
|
|
35
|
Longview Asset Management (California)
San Rafael,
California
|
$76.2K
|
+$80.4K
|
+2,044
|
New
|
|
|
36
|
Osaic Holdings
Scottsdale,
Arizona
|
$27K
|
-$7.12K
|
-181
|
-20%
|
|
|
37
|
Physician Wealth Advisors
Midvale,
Utah
|
$20.2K
|
+$21.3K
|
+542
|
New
|
|
|
38
|
NorthRock Partners
Minneapolis,
Minnesota
|
$19.4K
|
–
|
–
|
–
|
|
|
39
|
UBS Group
Zurich,
Switzerland
|
$14.5K
|
+$15.3K
|
+388
|
New
|
|
|
40
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$8.46K
|
–
|
–
|
–
|
|
|
41
|
Geneos Wealth Management
Englewood,
Colorado
|
$7.42K
|
-$197
|
-5
|
-2%
|
|
|
42
|
|
$2.65K
|
–
|
–
|
–
|
|
|
43
|
Principal Securities
Des Moines,
Iowa
|
$1.86K
|
+$1.97K
|
+50
|
New
|
|
|
44
|
|
$42
|
+$39
|
+1
|
New
|
|
|
45
|
Tower Research Capital (TRC)
New York
|
$37
|
+$39
|
+1
|
New
|
|
|
46
|
Wells Fargo
San Francisco,
California
|
$31
|
+$39
|
+1
|
New
|
|
|
47
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$2.85M
|
-70,308
|
Closed
|
|
|
48
|
Citadel Advisors
Miami,
Florida
|
–
|
-$724K
|
-17,873
|
Closed
|
|
|
49
|
WrapManager Inc
Mill Valley,
California
|
–
|
-$323K
|
-7,980
|
Closed
|
|
