|
26
|
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
|
$548K
|
+$539K
|
+12,895
|
New
|
|
|
27
|
MML Investors Services
Springfield,
Massachusetts
|
$539K
|
+$284K
|
+6,794
|
+116%
|
|
|
28
|
Lido Advisors
Los Angeles,
California
|
$391K
|
–
|
–
|
–
|
|
|
29
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$360K
|
–
|
–
|
–
|
|
|
30
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$348K
|
–
|
–
|
–
|
|
|
31
|
Creative Planning
Overland Park,
Kansas
|
$319K
|
–
|
–
|
–
|
|
|
32
|
Rockefeller Capital Management
New York
|
$285K
|
+$280K
|
+6,696
|
New
|
|
|
33
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$279K
|
-$18.3K
|
-437
|
-6%
|
|
|
34
|
Next Capital Management
New York
|
$256K
|
+$252K
|
+6,013
|
New
|
|
|
35
|
Evermay Wealth Management
Arlington,
Virginia
|
$156K
|
-$502
|
-12
|
-0.3%
|
|
|
36
|
|
$144K
|
+$142K
|
+3,396
|
+339,600%
|
|
|
37
|
Private Trust Company
Cleveland,
Ohio
|
$122K
|
+$118K
|
+2,828
|
+7,070%
|
|
|
38
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$57.5K
|
-$1.73M
|
-41,442
|
-98%
|
|
|
39
|
Wealthspire Advisors (New York)
New York
|
$24.3K
|
+$23.9K
|
+572
|
New
|
|
|
40
|
Global Retirement Partners
San Rafael,
California
|
$20.5K
|
+$879
|
+21
|
+5%
|
|
|
41
|
Fidelity Investments
Boston,
Massachusetts
|
$14.4K
|
–
|
–
|
–
|
|
|
42
|
Farther Finance Advisors
San Francisco,
California
|
$13.4K
|
+$13.2K
|
+315
|
New
|
|
|
43
|
Advisory Services Network
Atlanta,
Georgia
|
$10.6K
|
+$10.5K
|
+250
|
New
|
|
|
44
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.46K
|
–
|
–
|
–
|
|
|
45
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.78K
|
+$2.76K
|
+66
|
New
|
|
|
46
|
Chicago Partners Investment Group
Chicago,
Illinois
|
–
|
-$528K
|
-12,500
|
Closed
|
|
|
47
|
Blue Trust Inc
Alpharetta,
Georgia
|
–
|
-$422K
|
-10,132
|
Closed
|
|
|
48
|
UBS Group
Zurich,
Switzerland
|
–
|
-$182K
|
-4,364
|
Closed
|
|
|
49
|
Raymond James Financial
St Petersburg,
Florida
|
–
|
-$65.3K
|
-1,569
|
Closed
|
|
|
50
|
Glassman Wealth Services
Vienna,
Virginia
|
–
|
-$12.3K
|
-296
|
Closed
|
|
