|
26
|
Atlanta Financial Associates
Atlanta,
Georgia
|
$238K
|
-$31.8K
|
-820
|
-12%
|
|
|
27
|
Pathstone Family Office
Englewood,
New Jersey
|
$182K
|
+$181K
|
+4,675
|
New
|
|
|
28
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$131K
|
-$27.7K
|
-715
|
-18%
|
|
|
29
|
Huntington National Bank
Columbus,
Ohio
|
$99K
|
–
|
–
|
–
|
|
|
30
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$67K
|
-$3.34K
|
-86
|
-5%
|
|
|
31
|
Global Retirement Partners
San Rafael,
California
|
$51K
|
+$50.4K
|
+1,300
|
New
|
|
|
32
|
Professional Financial Advisors
North Platte,
Nebraska
|
$48K
|
+$48.3K
|
+1,244
|
New
|
|
|
33
|
Osaic Holdings
Scottsdale,
Arizona
|
$47K
|
-$126K
|
-3,259
|
-73%
|
|
|
34
|
Pacific Capital Wealth Advisors
Corona,
California
|
$36K
|
+$36.1K
|
+930
|
New
|
|
|
35
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$28K
|
+$116
|
+3
|
+0.4%
|
|
|
36
|
Hudock Inc
Williamsport,
Pennsylvania
|
$25K
|
–
|
–
|
–
|
|
|
37
|
Steward Partners Investment Advisory
New York
|
$22K
|
–
|
–
|
–
|
|
|
38
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$21K
|
–
|
–
|
–
|
|
|
39
|
Retirement Group
San Diego,
California
|
$20K
|
+$78
|
+2
|
+0.4%
|
|
|
40
|
Winch Advisory Services
Appleton,
Wisconsin
|
$18K
|
+$78
|
+2
|
+0.4%
|
|
|
41
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$17K
|
+$17.3K
|
+445
|
New
|
|
|
42
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6K
|
–
|
–
|
–
|
|
|
43
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
44
|
Grimes & Company
Westborough,
Massachusetts
|
–
|
-$1.01M
|
-27,402
|
Closed
|
|
|
45
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
–
|
-$242K
|
-6,563
|
Closed
|
|
|
46
|
United Capital Financial Advisors
Irving,
Texas
|
–
|
-$232K
|
-6,296
|
Closed
|
|
|
47
|
Advisors Preferred
Rockville,
Maryland
|
–
|
-$13K
|
-352
|
Closed
|
|
|
48
|
Edge Wealth Management
New York
|
–
|
-$5K
|
-135
|
Closed
|
|
