|
26
|
Ariadne Wealth Management
Santa Barbara,
California
|
$301K
|
-$35.8K
|
-1,680
|
-11%
|
|
|
27
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$288K
|
–
|
–
|
–
|
|
|
28
|
Avantax Advisory Services
Dallas,
Texas
|
$261K
|
+$245K
|
+11,509
|
New
|
|
|
29
|
Regatta Capital Group
El Segundo,
California
|
$257K
|
+$242K
|
+11,331
|
New
|
|
|
30
|
Mercer Global Advisors
Denver,
Colorado
|
$223K
|
-$14.9K
|
-700
|
-7%
|
|
|
31
|
UBS Group
Zurich,
Switzerland
|
$216K
|
-$158K
|
-7,427
|
-44%
|
|
|
32
|
Visionary Horizons
Knoxville,
Tennessee
|
$211K
|
+$198K
|
+9,265
|
New
|
|
|
33
|
Private Wealth Management Group
Princeton,
New Jersey
|
$161K
|
+$11.5K
|
+540
|
+8%
|
|
|
34
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$135K
|
+$448
|
+21
|
+0.4%
|
|
|
35
|
Raymond James Financial
St Petersburg,
Florida
|
$134K
|
-$267K
|
-12,534
|
-68%
|
|
|
36
|
AE Wealth Management
Topeka,
Kansas
|
$127K
|
-$8.66K
|
-406
|
-7%
|
|
|
37
|
|
$111K
|
+$1.24K
|
+58
|
+1%
|
|
|
38
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$77.4K
|
-$14.1K
|
-660
|
-16%
|
|
|
39
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$55.7K
|
+$24.9M
|
+1,169,018
|
+2,015%
|
|
|
40
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$48.7K
|
-$981
|
-46
|
-2%
|
|
|
41
|
Fidelity Investments
Boston,
Massachusetts
|
$29.2K
|
–
|
–
|
–
|
|
|
42
|
IFP Advisors
Tampa,
Florida
|
$22.9K
|
–
|
–
|
–
|
|
|
43
|
William Blair & Company
Chicago,
Illinois
|
$21K
|
–
|
–
|
–
|
|
|
44
|
Principal Securities
Des Moines,
Iowa
|
$12.2K
|
-$235
|
-11
|
-2%
|
|
|
45
|
Comerica Bank
Dallas,
Texas
|
$10.1K
|
–
|
–
|
–
|
|
|
46
|
Barclays
London,
United Kingdom
|
$6.82K
|
–
|
–
|
–
|
|
|
47
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$6.25K
|
–
|
–
|
–
|
|
|
48
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$341
|
–
|
–
|
–
|
|
|
49
|
|
–
|
-$804K
|
-40,744
|
Closed
|
|
|
50
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$763K
|
-38,667
|
Closed
|
|
