|
26
|
|
$799K
|
+$737K
|
+22,373
|
New
|
|
|
27
|
Avantax Planning Partners
Dubuque,
Iowa
|
$707K
|
+$652K
|
+19,785
|
New
|
|
|
28
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$699K
|
+$103K
|
+3,129
|
+19%
|
|
|
29
|
Essex Financial Services
Essex,
Connecticut
|
$453K
|
+$176K
|
+5,328
|
+73%
|
|
|
30
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$416K
|
-$28.2K
|
-857
|
-7%
|
|
|
31
|
Beacon Pointe Advisors
Newport Beach,
California
|
$331K
|
+$50.2K
|
+1,525
|
+20%
|
|
|
32
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$284K
|
+$25.5K
|
+775
|
+11%
|
|
|
33
|
|
$212K
|
+$196K
|
+5,935
|
New
|
|
|
34
|
Citadel Advisors
Miami,
Florida
|
$206K
|
+$190K
|
+5,771
|
New
|
|
|
35
|
Osaic Holdings
Scottsdale,
Arizona
|
$89K
|
-$6.59K
|
-200
|
-7%
|
|
|
36
|
Steward Partners Investment Advisory
New York
|
$71.5K
|
–
|
–
|
–
|
|
|
37
|
Comerica Bank
Dallas,
Texas
|
$51.9K
|
–
|
–
|
–
|
|
|
38
|
Farther Finance Advisors
San Francisco,
California
|
$27.1K
|
+$7.64K
|
+232
|
+44%
|
|
|
39
|
Clearstead Trust
Portland,
Maine
|
$19.8K
|
+$18.2K
|
+553
|
New
|
|
|
40
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6K
|
-$435K
|
-13,204
|
-99%
|
|
|
41
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
–
|
-$13.3M
|
-420,131
|
Closed
|
|
|
42
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
–
|
-$681K
|
-21,606
|
Closed
|
|
|
43
|
Avantax Advisory Services
Dallas,
Texas
|
–
|
-$291K
|
-9,241
|
Closed
|
|
|
44
|
|
–
|
-$276K
|
-8,756
|
Closed
|
|
|
45
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$246K
|
-7,788
|
Closed
|
|
