|
26
|
Main Management
San Francisco,
California
|
$257K
|
–
|
–
|
–
|
|
|
27
|
Prentice Wealth Management
Rochester,
New York
|
$257K
|
+$47.6K
|
+913
|
+23%
|
|
|
28
|
Summit Wealth Partners
Orlando,
Florida
|
$236K
|
-$31.2K
|
-598
|
-12%
|
|
|
29
|
IFP Advisors
Tampa,
Florida
|
$225K
|
+$68.3K
|
+1,309
|
+44%
|
|
|
30
|
Private Capital Group
West Hartford,
Connecticut
|
$194K
|
–
|
–
|
–
|
|
|
31
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$83K
|
-$16.8K
|
-323
|
-17%
|
|
|
32
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$80K
|
+$79.5K
|
+1,524
|
New
|
|
|
33
|
Harbour Investments
Madison,
Wisconsin
|
$65K
|
+$64.9K
|
+1,244
|
New
|
|
|
34
|
Huntington National Bank
Columbus,
Ohio
|
$50K
|
–
|
–
|
–
|
|
|
35
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$36K
|
–
|
–
|
–
|
|
|
36
|
Next Financial Group
Houston,
Texas
|
$34K
|
+$11.9K
|
+229
|
+55%
|
|
|
37
|
|
$32K
|
–
|
–
|
–
|
|
|
38
|
Community Bank
Dewitt,
New York
|
$24K
|
+$1.56K
|
+30
|
+7%
|
|
|
39
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$11K
|
+$10.7K
|
+205
|
New
|
|
|
40
|
Steward Partners Investment Advisory
New York
|
$10K
|
–
|
–
|
–
|
|
|
41
|
Creative Financial Designs
Kokomo,
Indiana
|
$4K
|
–
|
–
|
–
|
|
|
42
|
Global Financial Private Client
Sarasota,
Florida
|
$2.62K
|
–
|
–
|
–
|
|
|
43
|
|
–
|
-$4.06M
|
-78,022
|
Closed
|
|
|
44
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$474K
|
-9,090
|
Closed
|
|
|
45
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
–
|
-$200K
|
-3,847
|
Closed
|
|
|
46
|
|
–
|
-$4K
|
-76
|
Closed
|
|
|
47
|
Wells Fargo
San Francisco,
California
|
–
|
+$52
|
+1
|
New
|
|
