|
26
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$198K
|
–
|
–
|
–
|
|
|
27
|
Pathstone Family Office
Englewood,
New Jersey
|
$188K
|
+$186K
|
+2,768
|
New
|
|
|
28
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$176K
|
+$48.1K
|
+716
|
+38%
|
|
|
29
|
Wells Fargo
San Francisco,
California
|
$172K
|
-$193K
|
-2,877
|
-53%
|
|
|
30
|
Advisor Group
Phoenix,
Arizona
|
$146K
|
+$83.6K
|
+1,244
|
+139%
|
|
|
31
|
Geneos Wealth Management
Englewood,
Colorado
|
$107K
|
+$28.9K
|
+430
|
+37%
|
|
|
32
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$86K
|
+$84.3K
|
+1,254
|
+6,967%
|
|
|
33
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$81K
|
–
|
–
|
–
|
|
|
34
|
Legacy Financial Advisors
Covington,
Kentucky
|
$73K
|
+$72.6K
|
+1,080
|
New
|
|
|
35
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$67K
|
+$38.9K
|
+578
|
+137%
|
|
|
36
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$52K
|
–
|
–
|
–
|
|
|
37
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$31K
|
+$30.9K
|
+460
|
New
|
|
|
38
|
IFP Advisors
Tampa,
Florida
|
$30K
|
+$30K
|
+446
|
New
|
|
|
39
|
Asset Dedication LLC
San Francisco,
California
|
$27K
|
–
|
–
|
–
|
|
|
40
|
MCF Advisors
Covington,
Kentucky
|
$22K
|
+$269
|
+4
|
+1%
|
|
|
41
|
WhitTier Trust Company
Reno,
Nevada
|
$20K
|
+$4.03K
|
+60
|
+25%
|
|
|
42
|
Litman Gregory Wealth Management
Larkspur,
California
|
$16.8K
|
-$950K
|
-14,126
|
-93%
|
|
|
43
|
Parallel Advisors
San Francisco,
California
|
$12K
|
+$4.1K
|
+61
|
+53%
|
|
|
44
|
Edge Advisors
Atlanta,
Georgia
|
$11K
|
–
|
–
|
–
|
|
|
45
|
Advisornet Financial
Minnetonka,
Minnesota
|
$11K
|
+$11.2K
|
+167
|
New
|
|
|
46
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$4K
|
–
|
–
|
–
|
|
|
47
|
Strategic Wealth Partners
Independence,
Ohio
|
$4K
|
+$3.36K
|
+50
|
New
|
|
|
48
|
YorkBridge Wealth Partners
New York
|
$2K
|
-$1.01K
|
-15
|
-30%
|
|
|
49
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
50
|
Parametric Portfolio Associates
Seattle,
Washington
|
–
|
-$1.03M
|
-15,611
|
Closed
|
|
