|
26
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$230K
|
–
|
–
|
–
|
|
|
27
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$225K
|
+$232K
|
+4,375
|
New
|
|
|
28
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$208K
|
+$215K
|
+4,045
|
New
|
|
|
29
|
Private Advisor Group
Morristown,
New Jersey
|
$205K
|
–
|
–
|
–
|
|
|
30
|
SWMG LLC
Fort Worth,
Texas
|
$204K
|
+$211K
|
+3,971
|
New
|
|
|
31
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$138K
|
+$142K
|
+2,678
|
New
|
|
|
32
|
Osaic Holdings
Scottsdale,
Arizona
|
$105K
|
+$3.93K
|
+74
|
+4%
|
|
|
33
|
West Oak Capital
Westlake Village,
California
|
$77K
|
-$53.1K
|
-1,000
|
-40%
|
|
|
34
|
Rockefeller Capital Management
New York
|
$51K
|
–
|
–
|
–
|
|
|
35
|
Spire Wealth Management
Mclean,
Virginia
|
$44K
|
+$45.5K
|
+856
|
New
|
|
|
36
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$36K
|
-$7.17K
|
-135
|
-16%
|
|
|
37
|
|
$25K
|
–
|
–
|
–
|
|
|
38
|
Koshinski Asset Management
Decatur,
Illinois
|
$24.6K
|
+$25.4K
|
+478
|
New
|
|
|
39
|
Matthew Hamilton Rosenberg
|
$18K
|
–
|
–
|
–
|
|
|
40
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$18K
|
+$18.6K
|
+351
|
New
|
|
|
41
|
Holderness Investments Company
Greensboro,
North Carolina
|
–
|
-$731K
|
-13,332
|
Closed
|
|
|
42
|
Eagle Bluffs Wealth Management
Columbia,
Missouri
|
–
|
-$395K
|
-7,203
|
Closed
|
|
|
43
|
HeadInvest LLC
Portland,
Maine
|
–
|
-$293K
|
-5,350
|
Closed
|
|
|
44
|
Raymond James & Associates
St Petersburg,
Florida
|
–
|
-$222K
|
-4,051
|
Closed
|
|
|
45
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
–
|
-$209K
|
-3,806
|
Closed
|
|
|
46
|
UBS Group
Zurich,
Switzerland
|
–
|
-$11K
|
-196
|
Closed
|
|
|
47
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
–
|
-$3K
|
-48
|
Closed
|
|
