|
26
|
Fulton Bank
Lancaster,
Pennsylvania
|
$381K
|
–
|
–
|
–
|
|
|
27
|
UBS Group
Zurich,
Switzerland
|
$380K
|
–
|
–
|
–
|
|
|
28
|
SMART Wealth
Omaha,
Nebraska
|
$369K
|
-$251K
|
-2,610
|
-40%
|
|
|
29
|
Coppell Advisory Solutions
Coppell,
Texas
|
$337K
|
-$3.17K
|
-33
|
-0.9%
|
|
|
30
|
Coppell Advisory Solutions Corp
Coppell,
Texas
|
$337K
|
-$3.17K
|
-33
|
-0.9%
|
|
|
31
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$336K
|
+$104K
|
+1,081
|
+43%
|
|
|
32
|
Lokken Investment Group
Lewes,
Delaware
|
$319K
|
–
|
–
|
–
|
|
|
33
|
Integrated Advisors Network
Dallas,
Texas
|
$314K
|
–
|
–
|
–
|
|
|
34
|
Merit Financial Group
Alpharetta,
Georgia
|
$295K
|
–
|
–
|
–
|
|
|
35
|
Atomi Financial Group
New York
|
$242K
|
+$249K
|
+2,584
|
New
|
|
|
36
|
Ranch Capital Advisors
Sarasota,
Florida
|
$232K
|
–
|
–
|
–
|
|
|
37
|
Ridgewood Investments
Springfield,
New Jersey
|
$141K
|
+$144K
|
+1,500
|
New
|
|
|
38
|
Wells Fargo
San Francisco,
California
|
$120K
|
–
|
–
|
–
|
|
|
39
|
Osaic Holdings
Scottsdale,
Arizona
|
$64.1K
|
–
|
–
|
–
|
|
|
40
|
Cambridge Trust
Cambridge,
Massachusetts
|
$55.6K
|
–
|
–
|
–
|
|
|
41
|
Lazard Asset Management
New York
|
$29K
|
–
|
–
|
–
|
|
|
42
|
Janiczek Wealth Management
Denver,
Colorado
|
$20.8K
|
–
|
–
|
–
|
|
|
43
|
Bank of America
Charlotte,
North Carolina
|
$188
|
–
|
–
|
–
|
|
|
44
|
MGO Private Wealth
Irvine,
California
|
–
|
-$883K
|
-8,830
|
Closed
|
|
|
45
|
Citadel Advisors
Miami,
Florida
|
–
|
-$747K
|
-7,469
|
Closed
|
|
|
46
|
Laidlaw Wealth Management
New York City,
New York
|
–
|
-$408K
|
-4,075
|
Closed
|
|
|
47
|
Renaissance Technologies
New York
|
–
|
-$250K
|
-2,500
|
Closed
|
|
|
48
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
–
|
-$230K
|
-2,304
|
Closed
|
|
|
49
|
Cantor Fitzgerald
New York
|
–
|
-$200K
|
-2,000
|
Closed
|
|
|
50
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
–
|
-$9.6K
|
-96
|
Closed
|
|
