|
26
|
Regal Wealth Group
Seal Beach,
California
|
$315K
|
+$672
|
+10
|
+0.2%
|
|
|
27
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$277K
|
+$258K
|
+3,830
|
New
|
|
|
28
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$260K
|
–
|
–
|
–
|
|
|
29
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$194K
|
–
|
–
|
–
|
|
|
30
|
Legal Advantage Investments
Los Altos Hills,
California
|
$145K
|
+$135K
|
+2,009
|
New
|
|
|
31
|
FAS Wealth Partners
Leawood,
Kansas
|
$130K
|
–
|
–
|
–
|
|
|
32
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$84K
|
+$8.4K
|
+125
|
+12%
|
|
|
33
|
Perigon Wealth Management
San Francisco,
California
|
$61K
|
+$56.7K
|
+843
|
New
|
|
|
34
|
|
$56K
|
-$874
|
-13
|
-2%
|
|
|
35
|
Fidelity Investments
Boston,
Massachusetts
|
$46K
|
-$4.77K
|
-71
|
-10%
|
|
|
36
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$29K
|
+$26.9K
|
+400
|
New
|
|
|
37
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$6K
|
+$6.12K
|
+91
|
New
|
|
|
38
|
American Portfolios Advisors
Holbrook,
New York
|
$4.76K
|
–
|
–
|
–
|
|
|
39
|
Rockefeller Capital Management
New York
|
$4K
|
+$4.44K
|
+66
|
New
|
|
|
40
|
Geneos Wealth Management
Englewood,
Colorado
|
$3K
|
–
|
–
|
–
|
|
|
41
|
|
$1K
|
–
|
–
|
–
|
|
|
42
|
Glassman Wealth Services
Vienna,
Virginia
|
$1K
|
+$269
|
+4
|
+44%
|
|
|
43
|
Citadel Advisors
Miami,
Florida
|
–
|
-$2.51M
|
-41,076
|
Closed
|
|
|
44
|
Cerity Partners OCIO
New York
|
–
|
-$1.55M
|
-25,314
|
Closed
|
|
|
45
|
SeaCrest Wealth Management
Purchase,
New York
|
–
|
-$741K
|
-12,128
|
Closed
|
|
|
46
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$691K
|
-11,308
|
Closed
|
|
|
47
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
–
|
-$358K
|
-5,860
|
Closed
|
|
|
48
|
Horan Capital Advisors
Cincinnati,
Ohio
|
–
|
-$112K
|
-1,836
|
Closed
|
|
|
49
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$63K
|
-1,030
|
Closed
|
|
|
50
|
Nachman Norwood & Parrott
Greenville,
South Carolina
|
–
|
-$15K
|
-250
|
Closed
|
|
