|
26
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$480K
|
–
|
–
|
–
|
|
|
27
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$446K
|
+$79.1K
|
+1,737
|
+21%
|
|
|
28
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$376K
|
+$216K
|
+4,753
|
+130%
|
|
|
29
|
Financial Advocates Investment Management
Olympia,
Washington
|
$283K
|
+$865
|
+19
|
+0.3%
|
|
|
30
|
AJ Wealth Strategies
New York
|
$280K
|
–
|
–
|
–
|
|
|
31
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$270K
|
-$38.5K
|
-845
|
-12%
|
|
|
32
|
Geneos Wealth Management
Englewood,
Colorado
|
$254K
|
+$66.5K
|
+1,460
|
+35%
|
|
|
33
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$251K
|
+$75.4K
|
+1,656
|
+42%
|
|
|
34
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$247K
|
–
|
–
|
–
|
|
|
35
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$204K
|
+$207K
|
+4,558
|
New
|
|
|
36
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$200K
|
–
|
–
|
–
|
|
|
37
|
Sonora Investment Management
Tucson,
Arizona
|
$145K
|
-$13.7K
|
-300
|
-8%
|
|
|
38
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$52K
|
–
|
–
|
–
|
|
|
39
|
Clearstead Advisors
Cleveland,
Ohio
|
$45K
|
–
|
–
|
–
|
|
|
40
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$28K
|
–
|
–
|
–
|
|
|
41
|
TCI Wealth Advisors
Tucson,
Arizona
|
$21K
|
–
|
–
|
–
|
|
|
42
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$20.4K
|
–
|
–
|
–
|
|
|
43
|
America First Investment Advisors
Omaha,
Nebraska
|
$13K
|
–
|
–
|
–
|
|
|
44
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$12.1K
|
–
|
–
|
–
|
|
|
45
|
American Portfolios Advisors
Holbrook,
New York
|
$11.9K
|
–
|
–
|
–
|
|
|
46
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$7K
|
–
|
–
|
–
|
|
|
47
|
Fidelity Investments
Boston,
Massachusetts
|
$5K
|
+$1.55K
|
+34
|
+39%
|
|
|
48
|
Citadel Advisors
Miami,
Florida
|
–
|
-$458K
|
-10,028
|
Closed
|
|
|
49
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$418K
|
-9,159
|
Closed
|
|
|
50
|
|
–
|
-$376K
|
-8,221
|
Closed
|
|
