|
26
|
FAS Wealth Partners
Leawood,
Kansas
|
$469K
|
+$79.9K
|
+5,200
|
+21%
|
|
|
27
|
Financial Consulate
Hunt Valley,
Maryland
|
$395K
|
+$9.22K
|
+600
|
+2%
|
|
|
28
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$370K
|
–
|
–
|
–
|
|
|
29
|
M&T Bank
Buffalo,
New York
|
$346K
|
–
|
–
|
–
|
|
|
30
|
LVW Advisors
Pittsford,
New York
|
$261K
|
-$11.5K
|
-748
|
-4%
|
|
|
31
|
Ameriprise
Minneapolis,
Minnesota
|
$211K
|
-$13.1K
|
-850
|
-6%
|
|
|
32
|
SOL Capital Management
Rockville,
Maryland
|
$209K
|
+$206K
|
+13,410
|
New
|
|
|
33
|
WESPAC Advisors
Orinda,
California
|
$204K
|
-$200K
|
-13,028
|
-50%
|
|
|
34
|
Bank of America
Charlotte,
North Carolina
|
$185K
|
-$26.4K
|
-1,716
|
-13%
|
|
|
35
|
Wells Fargo
San Francisco,
California
|
$151K
|
–
|
–
|
–
|
|
|
36
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$100K
|
-$57.1K
|
-3,714
|
-37%
|
|
|
37
|
UBS Group
Zurich,
Switzerland
|
$74K
|
+$72.8K
|
+4,738
|
New
|
|
|
38
|
|
$65K
|
-$738
|
-48
|
-1%
|
|
|
39
|
Creative Planning
Overland Park,
Kansas
|
$50K
|
-$9.59K
|
-624
|
-16%
|
|
|
40
|
US Bancorp
Minneapolis,
Minnesota
|
$39K
|
–
|
–
|
–
|
|
|
41
|
Asset Dedication LLC
San Francisco,
California
|
$10K
|
–
|
–
|
–
|
|
|
42
|
|
$6K
|
–
|
–
|
–
|
|
|
43
|
Winfield Associates
Cleveland,
Ohio
|
$3K
|
–
|
–
|
–
|
|
|
44
|
|
$3K
|
+$2.8K
|
+182
|
+607%
|
|
|
45
|
MSI Financial Services
Springfield,
Massachusetts
|
$2K
|
+$799
|
+52
|
+52%
|
|
|
46
|
Citadel Advisors
Miami,
Florida
|
–
|
-$758K
|
-51,686
|
Closed
|
|
|
47
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$295K
|
-20,118
|
Closed
|
|
|
48
|
Sonora Investment Management
Tucson,
Arizona
|
–
|
-$9.3K
|
-634
|
Closed
|
|
|
49
|
|
–
|
-$6K
|
-442
|
Closed
|
|
|
50
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
–
|
+$92
|
+6
|
New
|
|
