|
26
|
William Blair & Company
Chicago,
Illinois
|
$263K
|
+$111K
|
+3,715
|
+78%
|
|
|
27
|
Avantax Advisory Services
Dallas,
Texas
|
$238K
|
+$230K
|
+7,665
|
New
|
|
|
28
|
|
$230K
|
–
|
–
|
–
|
|
|
29
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$220K
|
+$213K
|
+7,095
|
New
|
|
|
30
|
NewEdge Advisors
New Orleans,
Louisiana
|
$212K
|
+$205K
|
+6,837
|
New
|
|
|
31
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$165K
|
–
|
–
|
–
|
|
|
32
|
LifePlan Financial Group
Dayton,
Ohio
|
$119K
|
–
|
–
|
–
|
|
|
33
|
Prospera Financial Services
Dallas,
Texas
|
$113K
|
-$3.41M
|
-113,678
|
-97%
|
|
|
34
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$109K
|
-$96.9K
|
-3,229
|
-48%
|
|
|
35
|
Steward Partners Investment Advisory
New York
|
$75K
|
–
|
–
|
–
|
|
|
36
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$49K
|
–
|
–
|
–
|
|
|
37
|
American Portfolios Advisors
Holbrook,
New York
|
$44.6K
|
–
|
–
|
–
|
|
|
38
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$41K
|
–
|
–
|
–
|
|
|
39
|
Private Capital Group
West Hartford,
Connecticut
|
$31K
|
–
|
–
|
–
|
|
|
40
|
WealthShield Partners
Cary,
North Carolina
|
$20K
|
–
|
–
|
–
|
|
|
41
|
Fidelity Investments
Boston,
Massachusetts
|
$17K
|
–
|
–
|
–
|
|
|
42
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$11K
|
–
|
–
|
–
|
|
|
43
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9K
|
–
|
–
|
–
|
|
|
44
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$8K
|
+$7.8K
|
+260
|
New
|
|
|
45
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$7K
|
–
|
–
|
–
|
|
|
46
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6K
|
–
|
–
|
–
|
|
|
47
|
Global Financial Private Client
Sarasota,
Florida
|
$3.44K
|
–
|
–
|
–
|
|
|
48
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$2K
|
–
|
–
|
–
|
|
|
49
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
–
|
-$1.46M
|
-52,704
|
Closed
|
|
|
50
|
Citadel Advisors
Miami,
Florida
|
–
|
-$650K
|
-23,522
|
Closed
|
|
