|
26
|
UBS Group
Zurich,
Switzerland
|
$382K
|
-$144K
|
-2,000
|
-29%
|
|
|
27
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$353K
|
+$330K
|
+4,567
|
New
|
|
|
28
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$324K
|
–
|
–
|
–
|
|
|
29
|
Fulton Bank
Lancaster,
Pennsylvania
|
$314K
|
–
|
–
|
–
|
|
|
30
|
|
$304K
|
+$67K
|
+928
|
+31%
|
|
|
31
|
Coppell Advisory Solutions
Coppell,
Texas
|
$279K
|
-$2.38K
|
-33
|
-0.9%
|
|
|
32
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$277K
|
–
|
–
|
–
|
|
|
33
|
Lokken Investment Group
Lewes,
Delaware
|
$263K
|
–
|
–
|
–
|
|
|
34
|
Integrated Advisors Network
Dallas,
Texas
|
$259K
|
–
|
–
|
–
|
|
|
35
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$247K
|
+$281K
|
+3,893
|
New
|
|
|
36
|
Merit Financial Group
Alpharetta,
Georgia
|
$243K
|
–
|
–
|
–
|
|
|
37
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$201K
|
–
|
–
|
–
|
|
|
38
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$159K
|
+$149K
|
+2,060
|
New
|
|
|
39
|
Bank of America
Charlotte,
North Carolina
|
$147K
|
+$38.6K
|
+535
|
+39%
|
|
|
40
|
Osaic Holdings
Scottsdale,
Arizona
|
$101K
|
-$49.3K
|
-683
|
-34%
|
|
|
41
|
Cambridge Trust
Cambridge,
Massachusetts
|
$45.8K
|
–
|
–
|
–
|
|
|
42
|
Creekmur Asset Management
Morton,
Illinois
|
$20.5K
|
+$19.1K
|
+265
|
New
|
|
|
43
|
Bank of New York Mellon
New York
|
–
|
-$9.17M
|
-107,000
|
Closed
|
|
|
44
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
–
|
-$27.1K
|
-316
|
Closed
|
|
|
45
|
Lazard Asset Management
New York
|
–
|
-$22K
|
-260
|
Closed
|
|
|
46
|
Janiczek Wealth Management
Denver,
Colorado
|
–
|
-$19K
|
-222
|
Closed
|
|
|
47
|
DHJJ Financial Advisors
Naperville,
Illinois
|
–
|
-$943
|
-11
|
Closed
|
|
