|
26
|
Moody National Bank Trust Division
Galveston,
Texas
|
$282K
|
-$20.9K
|
-254
|
-7%
|
|
|
27
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$277K
|
+$55.3K
|
+672
|
+25%
|
|
|
28
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$262K
|
-$2.21M
|
-26,886
|
-89%
|
|
|
29
|
Raymond James & Associates
St Petersburg,
Florida
|
$238K
|
-$1.95M
|
-23,737
|
-89%
|
|
|
30
|
Omega Financial Group
Santa Barbara,
California
|
$231K
|
+$1.81K
|
+22
|
+0.8%
|
|
|
31
|
WBH Advisory
Baltimore,
Maryland
|
$210K
|
–
|
–
|
–
|
|
|
32
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$203K
|
–
|
–
|
–
|
|
|
33
|
Cambridge Advisors
Omaha,
Nebraska
|
$202K
|
+$205K
|
+2,490
|
New
|
|
|
34
|
CVA Family Office
Denver,
Colorado
|
$182K
|
-$93K
|
-1,130
|
-33%
|
|
|
35
|
UBS Group
Zurich,
Switzerland
|
$168K
|
-$175K
|
-2,122
|
-51%
|
|
|
36
|
Geneos Wealth Management
Englewood,
Colorado
|
$154K
|
-$76.8K
|
-933
|
-32%
|
|
|
37
|
|
$106K
|
-$6.25K
|
-76
|
-6%
|
|
|
38
|
Rockefeller Capital Management
New York
|
$91K
|
+$988
|
+12
|
+1%
|
|
|
39
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$52K
|
-$35.7K
|
-434
|
-40%
|
|
|
40
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$43K
|
–
|
–
|
–
|
|
|
41
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$42K
|
-$39.2K
|
-476
|
-48%
|
|
|
42
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$36K
|
–
|
–
|
–
|
|
|
43
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$24K
|
–
|
–
|
–
|
|
|
44
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$22K
|
–
|
–
|
–
|
|
|
45
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$8K
|
+$8.23K
|
+100
|
New
|
|
|
46
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
–
|
-$2.39M
|
-29,663
|
Closed
|
|
|
47
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
–
|
-$1.36M
|
-16,909
|
Closed
|
|
|
48
|
Creative Financial Designs
Kokomo,
Indiana
|
–
|
-$837K
|
-10,379
|
Closed
|
|
|
49
|
Centaurus Financial
Anaheim,
California
|
–
|
-$817K
|
-10,131
|
Closed
|
|
|
50
|
Capital Planning Advisors
Roseville,
California
|
–
|
-$310K
|
-3,843
|
Closed
|
|
