|
26
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$500K
|
–
|
–
|
–
|
|
|
27
|
Cetera Advisors
Denver,
Colorado
|
$443K
|
+$421K
|
+4,430
|
New
|
|
|
28
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$420K
|
–
|
–
|
–
|
|
|
29
|
Laidlaw Wealth Management
New York City,
New York
|
$408K
|
+$387K
|
+4,075
|
New
|
|
|
30
|
Fulton Bank
Lancaster,
Pennsylvania
|
$406K
|
–
|
–
|
–
|
|
|
31
|
UBS Group
Zurich,
Switzerland
|
$405K
|
–
|
–
|
–
|
|
|
32
|
Coppell Advisory Solutions
Coppell,
Texas
|
$364K
|
+$346K
|
+3,642
|
New
|
|
|
33
|
Coppell Advisory Solutions Corp
Coppell,
Texas
|
$364K
|
+$346K
|
+3,642
|
New
|
|
|
34
|
Lokken Investment Group
Lewes,
Delaware
|
$340K
|
–
|
–
|
–
|
|
|
35
|
Integrated Advisors Network
Dallas,
Texas
|
$335K
|
–
|
–
|
–
|
|
|
36
|
Merit Financial Group
Alpharetta,
Georgia
|
$315K
|
+$299K
|
+3,150
|
New
|
|
|
37
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$250K
|
-$8.54K
|
-90
|
-3%
|
|
|
38
|
Renaissance Technologies
New York
|
$250K
|
+$237K
|
+2,500
|
New
|
|
|
39
|
Ranch Capital Advisors
Sarasota,
Florida
|
$247K
|
+$235K
|
+2,470
|
New
|
|
|
40
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$230K
|
+$219K
|
+2,304
|
New
|
|
|
41
|
Cantor Fitzgerald
New York
|
$200K
|
+$190K
|
+2,000
|
New
|
|
|
42
|
Wells Fargo
San Francisco,
California
|
$128K
|
–
|
–
|
–
|
|
|
43
|
Osaic Holdings
Scottsdale,
Arizona
|
$68K
|
+$64.8K
|
+683
|
New
|
|
|
44
|
Cambridge Trust
Cambridge,
Massachusetts
|
$59K
|
–
|
–
|
–
|
|
|
45
|
Lazard Asset Management
New York
|
$31K
|
+$30.2K
|
+318
|
New
|
|
|
46
|
Janiczek Wealth Management
Denver,
Colorado
|
$21.5K
|
–
|
–
|
–
|
|
|
47
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$9.6K
|
+$9.12K
|
+96
|
New
|
|
|
48
|
Bank of America
Charlotte,
North Carolina
|
$200
|
-$95
|
-1
|
-33%
|
|
|
49
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
–
|
-$1.36M
|
-8,551
|
Closed
|
|
|
50
|
|
–
|
-$473K
|
-5,602
|
Closed
|
|
