|
26
|
Bank of America
Charlotte,
North Carolina
|
$372K
|
+$74.6K
|
+1,438
|
+26%
|
|
|
27
|
Liberty Wealth Management
Oakland,
California
|
$358K
|
–
|
–
|
–
|
|
|
28
|
Bailard
Foster City,
California
|
$348K
|
–
|
–
|
–
|
|
|
29
|
LPL Financial
San Diego,
California
|
$336K
|
-$44.5K
|
-857
|
-12%
|
|
|
30
|
United Capital Financial Advisors
Irving,
Texas
|
$310K
|
+$3.48K
|
+67
|
+1%
|
|
|
31
|
Raymond James & Associates
St Petersburg,
Florida
|
$263K
|
+$2.44K
|
+47
|
+1%
|
|
|
32
|
Advisor Group
Phoenix,
Arizona
|
$256K
|
+$77.9K
|
+1,501
|
+45%
|
|
|
33
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$255K
|
–
|
–
|
–
|
|
|
34
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$227K
|
+$222K
|
+4,277
|
New
|
|
|
35
|
AE Wealth Management
Topeka,
Kansas
|
$203K
|
+$199K
|
+3,825
|
New
|
|
|
36
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$191K
|
-$27.9K
|
-538
|
-13%
|
|
|
37
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$110K
|
+$107K
|
+2,066
|
New
|
|
|
38
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$103K
|
-$19.7K
|
-380
|
-16%
|
|
|
39
|
|
$91K
|
–
|
–
|
–
|
|
|
40
|
Realta Investment Advisors
Wilmington,
Delaware
|
$55K
|
–
|
–
|
–
|
|
|
41
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$53K
|
+$51.9K
|
+1,000
|
New
|
|
|
42
|
Geneos Wealth Management
Englewood,
Colorado
|
$49K
|
–
|
–
|
–
|
|
|
43
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$35K
|
+$3.17K
|
+61
|
+10%
|
|
|
44
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$23K
|
+$22.1K
|
+426
|
New
|
|
|
45
|
Global Retirement Partners
San Rafael,
California
|
$18K
|
+$259
|
+5
|
+2%
|
|
|
46
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$3K
|
-$104
|
-2
|
-4%
|
|
|
47
|
Community Bank
Dewitt,
New York
|
$3K
|
–
|
–
|
–
|
|
|
48
|
Cetera Advisors
Denver,
Colorado
|
–
|
-$40K
|
-777
|
Closed
|
|
|
49
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
–
|
-$2K
|
-40
|
Closed
|
|
|
50
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$2K
|
-35
|
Closed
|
|
