|
26
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$599K
|
+$246K
|
+5,670
|
+67%
|
|
|
27
|
CPA Asset Management
West Palm Beach,
Florida
|
$574K
|
+$588K
|
+13,533
|
New
|
|
|
28
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$417K
|
+$22.7K
|
+523
|
+6%
|
|
|
29
|
KCS Wealth Advisory
Los Angeles,
California
|
$356K
|
-$69K
|
-1,590
|
-16%
|
|
|
30
|
Eastern Bank
Boston,
Massachusetts
|
$320K
|
–
|
–
|
–
|
|
|
31
|
Destiny Wealth Partners
Tavares,
Florida
|
$285K
|
–
|
–
|
–
|
|
|
32
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$259K
|
-$9.29K
|
-214
|
-3%
|
|
|
33
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$251K
|
+$51.4K
|
+1,183
|
+25%
|
|
|
34
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$131K
|
–
|
–
|
–
|
|
|
35
|
|
$50.9K
|
+$2.13K
|
+49
|
+4%
|
|
|
36
|
Sunbelt Securities
Houston,
Texas
|
$45.7K
|
+$43
|
+1
|
+0.1%
|
|
|
37
|
NBC Securities
Birmingham,
Alabama
|
$40K
|
+$41.6K
|
+959
|
New
|
|
|
38
|
UBS Group
Zurich,
Switzerland
|
$21K
|
-$249K
|
-5,729
|
-92%
|
|
|
39
|
GoalVest Advisory
New York
|
$20.5K
|
+$6.78K
|
+156
|
+48%
|
|
|
40
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$8K
|
-$2.36M
|
-54,398
|
-100%
|
|
|
41
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5K
|
+$5.38K
|
+124
|
New
|
|
|
42
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$4.9K
|
+$4.99K
|
+115
|
New
|
|
|
43
|
Wells Fargo
San Francisco,
California
|
–
|
-$4.04M
|
-91,320
|
Closed
|
|
|
44
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$3.99M
|
-90,284
|
Closed
|
|
|
45
|
Stifel Financial
St. Louis,
Missouri
|
–
|
-$2.16M
|
-48,834
|
Closed
|
|
|
46
|
Laffer Tengler Investments
Nashville,
Tennessee
|
–
|
-$1.33M
|
-29,996
|
Closed
|
|
|
47
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
–
|
-$1.1M
|
-25,335
|
Closed
|
|
|
48
|
Mercer Global Advisors
Denver,
Colorado
|
–
|
-$517K
|
-11,696
|
Closed
|
|
