|
26
|
CSM Advisors
Warrendale,
Pennsylvania
|
$527K
|
–
|
–
|
–
|
|
|
27
|
Kestra Private Wealth Services
Austin,
Texas
|
$463K
|
+$473K
|
+21,981
|
New
|
|
|
28
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$428K
|
-$93.8K
|
-4,356
|
-18%
|
|
|
29
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$401K
|
+$104K
|
+4,817
|
+34%
|
|
|
30
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$361K
|
+$5.1K
|
+237
|
+1%
|
|
|
31
|
Eudaimonia Partners
Winchester,
Tennessee
|
$326K
|
-$64.6K
|
-3,000
|
-16%
|
|
|
32
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$320K
|
-$196K
|
-9,126
|
-38%
|
|
|
33
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$280K
|
+$14.5K
|
+672
|
+5%
|
|
|
34
|
J.W. Cole Advisors
Tampa,
Florida
|
$276K
|
+$64K
|
+2,971
|
+29%
|
|
|
35
|
Wedbush Securities
Los Angeles,
California
|
$273K
|
+$48.4K
|
+2,250
|
+21%
|
|
|
36
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$253K
|
-$25.8K
|
-1,200
|
-9%
|
|
|
37
|
Strait & Sound Wealth Management
San Francisco,
California
|
$204K
|
-$8.61K
|
-400
|
-4%
|
|
|
38
|
Steward Partners Investment Advisory
New York
|
$173K
|
–
|
–
|
–
|
|
|
39
|
Webster Bank
Waterbury,
Connecticut
|
$165K
|
-$63.2K
|
-2,936
|
-27%
|
|
|
40
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$111K
|
–
|
–
|
–
|
|
|
41
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$84.2K
|
–
|
–
|
–
|
|
|
42
|
Private Trust Company
Cleveland,
Ohio
|
$82.1K
|
+$4.31K
|
+200
|
+5%
|
|
|
43
|
Wells Fargo
San Francisco,
California
|
$49.4K
|
–
|
–
|
–
|
|
|
44
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$15.8K
|
+$16.1K
|
+750
|
New
|
|
|
45
|
NewEdge Advisors
New Orleans,
Louisiana
|
$5.94K
|
-$583K
|
-27,073
|
-99%
|
|
|
46
|
UBS Group
Zurich,
Switzerland
|
$5.1K
|
-$67.7K
|
-3,142
|
-93%
|
|
|
47
|
Disciplined Investments
Tulsa,
Oklahoma
|
$21
|
–
|
–
|
–
|
|
|
48
|
Curtis Advisory Group
Santa Barbara,
California
|
–
|
-$205K
|
-9,894
|
Closed
|
|
|
49
|
Realta Investment Advisors
Wilmington,
Delaware
|
–
|
-$174K
|
-8,378
|
Closed
|
|
|
50
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$19.7K
|
-949
|
Closed
|
|
