|
26
|
Perigon Wealth Management
San Francisco,
California
|
$841K
|
+$119K
|
+1,953
|
+16%
|
|
|
27
|
Allworth Financial
Folsom,
California
|
$769K
|
-$125K
|
-2,053
|
-14%
|
|
|
28
|
Private Advisor Group
Morristown,
New Jersey
|
$704K
|
-$80.7K
|
-1,326
|
-10%
|
|
|
29
|
Perennial Investment Advisors
Los Angeles,
California
|
$673K
|
+$102K
|
+1,678
|
+17%
|
|
|
30
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$595K
|
+$286K
|
+4,701
|
+86%
|
|
|
31
|
Ausdal Financial Partners
Davenport,
Iowa
|
$367K
|
+$3.71K
|
+61
|
+1%
|
|
|
32
|
Redwood Investment Management
Scottsdale,
Arizona
|
$285K
|
+$296K
|
+4,866
|
New
|
|
|
33
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$284K
|
+$85.1K
|
+1,398
|
+41%
|
|
|
34
|
SMI Advisory Services
Columbus,
Indiana
|
$205K
|
+$207K
|
+3,392
|
New
|
|
|
35
|
Bank of America
Charlotte,
North Carolina
|
$179K
|
+$123K
|
+2,025
|
+198%
|
|
|
36
|
NewEdge Advisors
New Orleans,
Louisiana
|
$115K
|
+$913
|
+15
|
+0.8%
|
|
|
37
|
Comerica Bank
Dallas,
Texas
|
$86K
|
+$89.4K
|
+1,468
|
New
|
|
|
38
|
Harbour Investments
Madison,
Wisconsin
|
$29.9K
|
–
|
–
|
–
|
|
|
39
|
Farther Finance Advisors
San Francisco,
California
|
$22.9K
|
–
|
–
|
–
|
|
|
40
|
Central Trust Company
Jefferson City,
Missouri
|
$19K
|
+$19.7K
|
+324
|
New
|
|
|
41
|
Fidelity Investments
Boston,
Massachusetts
|
$3.05K
|
-$1.16K
|
-19
|
-27%
|
|
|
42
|
Impact Partnership Wealth
Marietta,
Georgia
|
$2.29K
|
+$2.38K
|
+39
|
New
|
|
|
43
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.11K
|
–
|
–
|
–
|
|
|
44
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$321K
|
-5,290
|
Closed
|
|
|
45
|
UBS Group
Zurich,
Switzerland
|
–
|
-$320K
|
-5,268
|
Closed
|
|
|
46
|
Tower Research Capital (TRC)
New York
|
–
|
-$297K
|
-4,901
|
Closed
|
|
|
47
|
WealthPLAN Partners
Omaha,
Nebraska
|
–
|
-$27.7K
|
-457
|
Closed
|
|
