|
26
|
|
$146K
|
+$12.4K
|
+1,000
|
+10%
|
|
|
27
|
LPL Financial
San Diego,
California
|
$139K
|
+$134K
|
+10,762
|
New
|
|
|
28
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$125K
|
+$120K
|
+9,678
|
New
|
|
|
29
|
Liberty Wealth Management
Oakland,
California
|
$60K
|
–
|
–
|
–
|
|
|
30
|
C-J Advisory
San Jose,
California
|
$44K
|
+$42.2K
|
+3,400
|
New
|
|
|
31
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$43.5K
|
–
|
–
|
–
|
|
|
32
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$30K
|
-$32.7K
|
-2,634
|
-53%
|
|
|
33
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$19K
|
–
|
–
|
–
|
|
|
34
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$18K
|
–
|
–
|
–
|
|
|
35
|
SeaCrest Wealth Management
Purchase,
New York
|
$16K
|
–
|
–
|
–
|
|
|
36
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$16K
|
+$6.21K
|
+500
|
+63%
|
|
|
37
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$13K
|
+$12.4K
|
+1,000
|
New
|
|
|
38
|
Geneos Wealth Management
Englewood,
Colorado
|
$12K
|
–
|
–
|
–
|
|
|
39
|
FNY Investment Advisers
New York
|
$10K
|
+$10.6K
|
+852
|
New
|
|
|
40
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$9K
|
-$9.56K
|
-770
|
-52%
|
|
|
41
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
+$918
|
+74
|
New
|
|
|
42
|
1607 Capital Partners
Richmond,
Virginia
|
–
|
-$578K
|
-54,100
|
Closed
|
|
|
43
|
Weiss Asset Management
Boston,
Massachusetts
|
–
|
-$154K
|
-14,411
|
Closed
|
|
|
44
|
Shaker Financial Services
Arlington,
Virginia
|
–
|
-$122K
|
-11,463
|
Closed
|
|
|
45
|
|
–
|
-$17K
|
-1,600
|
Closed
|
|
|
46
|
MGO One Seven
Beachwood,
Ohio
|
–
|
-$16K
|
-1,571
|
Closed
|
|
|
47
|
|
–
|
-$11K
|
-999
|
Closed
|
|
|
48
|
Doyle Wealth Management
St. Petersburg,
Florida
|
–
|
-$1K
|
-47
|
Closed
|
|
