|
26
|
NTV Asset Management
Charleston,
West Virginia
|
$316K
|
–
|
–
|
–
|
|
|
27
|
Novak & Powell Financial Services
St. Petersburg,
Florida
|
$309K
|
–
|
–
|
–
|
|
|
28
|
Western Financial Corp
San Diego,
California
|
$301K
|
-$12.9K
|
-70
|
-5%
|
|
|
29
|
Osaic Holdings
Scottsdale,
Arizona
|
$301K
|
+$73.3K
|
+397
|
+39%
|
|
|
30
|
Davenport & Co
Richmond,
Virginia
|
$298K
|
+$260K
|
+1,411
|
New
|
|
|
31
|
KKM Financial
Chicago,
Illinois
|
$282K
|
+$247K
|
+1,336
|
New
|
|
|
32
|
Steward Partners Investment Advisory
New York
|
$280K
|
+$369
|
+2
|
+0.2%
|
|
|
33
|
&Partners
Nashville,
Tennessee
|
$265K
|
+$232K
|
+1,256
|
New
|
|
|
34
|
Sargent Investment Group
Bethesda,
Maryland
|
$253K
|
+$221K
|
+1,200
|
New
|
|
|
35
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$227K
|
+$199K
|
+1,076
|
New
|
|
|
36
|
KTF Investments
Seal Beach,
California
|
$224K
|
+$196K
|
+1,060
|
New
|
|
|
37
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$216K
|
+$161K
|
+871
|
+577%
|
|
|
38
|
Focus Partners Wealth
Boston,
Massachusetts
|
$200K
|
+$175K
|
+950
|
New
|
|
|
39
|
|
$166K
|
+$129K
|
+700
|
+686%
|
|
|
40
|
Institute for Wealth Management
Denver,
Colorado
|
$145K
|
+$127K
|
+689
|
New
|
|
|
41
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$137K
|
-$9.04K
|
-49
|
-7%
|
|
|
42
|
International Assets Investment Management
Orlando,
Florida
|
$122K
|
–
|
–
|
–
|
|
|
43
|
AssetMark Inc
Concord,
California
|
$115K
|
–
|
–
|
–
|
|
|
44
|
UBS Group
Zurich,
Switzerland
|
$84.6K
|
+$2.58K
|
+14
|
+4%
|
|
|
45
|
Rockefeller Capital Management
New York
|
$44.1K
|
–
|
–
|
–
|
|
|
46
|
Global Retirement Partners
San Rafael,
California
|
$30.8K
|
+$26.9K
|
+146
|
New
|
|
|
47
|
Regatta Research & Money Management
Metairie,
Louisiana
|
$14.8K
|
+$12.9K
|
+70
|
New
|
|
|
48
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$2.95K
|
–
|
–
|
–
|
|
|
49
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$2.07K
|
–
|
–
|
–
|
|
|
50
|
Wells Fargo
San Francisco,
California
|
$16
|
-$2.03K
|
-11
|
Closed
|
|
