|
26
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$257K
|
+$7.24K
|
+871
|
+3%
|
|
|
27
|
Wells Fargo
San Francisco,
California
|
$254K
|
-$69K
|
-8,307
|
-22%
|
|
|
28
|
Moser Wealth Advisors
Bellevue,
Washington
|
$241K
|
+$2.52K
|
+303
|
+1%
|
|
|
29
|
Sonora Investment Management Group
Tucson,
Arizona
|
$215K
|
–
|
–
|
–
|
|
|
30
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$212K
|
–
|
–
|
–
|
|
|
31
|
D.A. Davidson & Co
Great Falls,
Montana
|
$211K
|
+$18.3K
|
+2,200
|
+10%
|
|
|
32
|
Shaker Financial Services
Arlington,
Virginia
|
$200K
|
-$280K
|
-33,681
|
-59%
|
|
|
33
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$197K
|
-$5.42K
|
-653
|
-3%
|
|
|
34
|
Western Wealth Management
Golden,
Colorado
|
$194K
|
-$72.8K
|
-8,762
|
-28%
|
|
|
35
|
Shufro Rose & Co
New York
|
$184K
|
–
|
–
|
–
|
|
|
36
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$177K
|
+$2.86K
|
+344
|
+2%
|
|
|
37
|
Lido Advisors
Los Angeles,
California
|
$171K
|
–
|
–
|
–
|
|
|
38
|
UBS Group
Zurich,
Switzerland
|
$150K
|
+$3.06K
|
+368
|
+2%
|
|
|
39
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$140K
|
+$136K
|
+16,350
|
New
|
|
|
40
|
Creative Planning
Overland Park,
Kansas
|
$132K
|
–
|
–
|
–
|
|
|
41
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$112K
|
–
|
–
|
–
|
|
|
42
|
Financial Advocates Investment Management
Olympia,
Washington
|
$110K
|
+$106K
|
+12,800
|
New
|
|
|
43
|
|
$108K
|
+$104K
|
+12,575
|
New
|
|
|
44
|
Geneos Wealth Management
Englewood,
Colorado
|
$106K
|
-$4.64K
|
-558
|
-4%
|
|
|
45
|
Raymond James Trust
St. Petersburg,
Florida
|
$104K
|
–
|
–
|
–
|
|
|
46
|
CoreCap Advisors
Southfield,
Michigan
|
$103K
|
+$15K
|
+1,800
|
+18%
|
|
|
47
|
Kestra Advisory Services
Austin,
Texas
|
$94.8K
|
-$20.9K
|
-2,517
|
-19%
|
|
|
48
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$87.7K
|
-$906
|
-109
|
-1%
|
|
|
49
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
$75.4K
|
–
|
–
|
–
|
|
|
50
|
International Assets Investment Management
Orlando,
Florida
|
$25.4K
|
+$714
|
+86
|
+3%
|
|
