|
51
|
United Capital Financial Advisors
Irving,
Texas
|
$256K
|
–
|
–
|
–
|
|
|
52
|
Osaic Holdings
Scottsdale,
Arizona
|
$226K
|
-$64.3K
|
-1,514
|
-23%
|
|
|
53
|
Mission Wealth Management
Santa Barbara,
California
|
$225K
|
+$220K
|
+5,183
|
New
|
|
|
54
|
LPL Financial
San Diego,
California
|
$216K
|
+$211K
|
+4,964
|
New
|
|
|
55
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$209K
|
-$54.7K
|
-1,288
|
-21%
|
|
|
56
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$207K
|
+$203K
|
+4,768
|
New
|
|
|
57
|
UBS Group
Zurich,
Switzerland
|
$206K
|
-$97.4K
|
-2,292
|
-33%
|
|
|
58
|
Eaton Vance Management
Boston,
Massachusetts
|
$203K
|
-$1.1K
|
-26
|
-0.6%
|
|
|
59
|
Guggenheim Capital
Chicago,
Illinois
|
$202K
|
+$198K
|
+4,650
|
New
|
|
|
60
|
Harbour Investments
Madison,
Wisconsin
|
$191K
|
+$132K
|
+3,106
|
+240%
|
|
|
61
|
Bessemer Group
Woodbridge,
New Jersey
|
$175K
|
–
|
–
|
–
|
|
|
62
|
Rockefeller Capital Management
New York
|
$163K
|
-$112K
|
-2,641
|
-41%
|
|
|
63
|
Geneos Wealth Management
Englewood,
Colorado
|
$145K
|
–
|
–
|
–
|
|
|
64
|
Evoke Wealth
Los Angeles,
California
|
$144K
|
–
|
–
|
–
|
|
|
65
|
|
$126K
|
+$9.56K
|
+225
|
+8%
|
|
|
66
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$94K
|
–
|
–
|
–
|
|
|
67
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$63K
|
–
|
–
|
–
|
|
|
68
|
Anchor Investment Management
Columbia,
South Carolina
|
$28.2K
|
–
|
–
|
–
|
|
|
69
|
TFC Financial Management
Boston,
Massachusetts
|
$8K
|
–
|
–
|
–
|
|
|
70
|
Steward Partners Investment Advisory
New York
|
$4K
|
–
|
–
|
–
|
|
|
71
|
Karpus Investment Management
Pittsford,
New York
|
–
|
-$303K
|
-7,597
|
Closed
|
|
|
72
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$117K
|
-2,846
|
Closed
|
|
|
73
|
Valeo Financial Advisors
Carmel,
Indiana
|
–
|
-$57K
|
-1,429
|
Closed
|
|
|
74
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
–
|
-$28K
|
-692
|
Closed
|
|
|
75
|
Eudaimonia Partners
Winchester,
Tennessee
|
–
|
-$12K
|
-300
|
Closed
|
|
