|
26
|
Focus Partners Wealth
Boston,
Massachusetts
|
$556K
|
–
|
–
|
–
|
|
|
27
|
Perigon Wealth Management
San Francisco,
California
|
$514K
|
-$16.3K
|
-127
|
-3%
|
|
|
28
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$502K
|
+$50K
|
+390
|
+11%
|
|
|
29
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$478K
|
-$30.4K
|
-237
|
-6%
|
|
|
30
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$475K
|
–
|
–
|
–
|
|
|
31
|
HighTower Advisors
Chicago,
Illinois
|
$417K
|
+$39.1K
|
+305
|
+10%
|
|
|
32
|
VestGen Advisors
Inverness,
Illinois
|
$408K
|
+$409K
|
+3,192
|
New
|
|
|
33
|
Willner & Heller
Encino,
California
|
$389K
|
+$391K
|
+3,050
|
New
|
|
|
34
|
UBS Group
Zurich,
Switzerland
|
$329K
|
+$330K
|
+2,577
|
New
|
|
|
35
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$205K
|
+$205K
|
+1,602
|
New
|
|
|
36
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$164K
|
+$19.6K
|
+153
|
+13%
|
|
|
37
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$123K
|
-$3.59K
|
-28
|
-3%
|
|
|
38
|
|
$55.3K
|
–
|
–
|
–
|
|
|
39
|
Collier Financial
Denver,
Colorado
|
$51.9K
|
–
|
–
|
–
|
|
|
40
|
AE Wealth Management
Topeka,
Kansas
|
$45.3K
|
+$45.5K
|
+355
|
New
|
|
|
41
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$44.1K
|
–
|
–
|
–
|
|
|
42
|
Fidelity Investments
Boston,
Massachusetts
|
$42.1K
|
–
|
–
|
–
|
|
|
43
|
Bank of America
Charlotte,
North Carolina
|
$33.7K
|
+$9.09K
|
+71
|
+37%
|
|
|
44
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$25.5K
|
+$25.6K
|
+200
|
New
|
|
|
45
|
Harbour Investments
Madison,
Wisconsin
|
$5.62K
|
–
|
–
|
–
|
|
|
46
|
BFSG LLC
Irvine,
California
|
$5.62K
|
+$5.64K
|
+44
|
New
|
|
|
47
|
Huntington National Bank
Columbus,
Ohio
|
$128
|
–
|
–
|
–
|
|
|
48
|
Wells Fargo
San Francisco,
California
|
$68
|
–
|
–
|
–
|
|
|
49
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
–
|
-$2M
|
-16,179
|
Closed
|
|
|
50
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$1.52M
|
-12,242
|
Closed
|
|
