|
26
|
Charles Schwab Trust
Henderson,
Nevada
|
$856K
|
+$939K
|
+42,762
|
New
|
|
|
27
|
|
$739K
|
-$565K
|
-25,715
|
-41%
|
|
|
28
|
Harbour Investment Management
Edmonds,
Washington
|
$694K
|
+$762K
|
+34,690
|
New
|
|
|
29
|
LPL Financial
San Diego,
California
|
$529K
|
-$551K
|
-25,090
|
-49%
|
|
|
30
|
Wealthspire Advisors (New York)
New York
|
$502K
|
-$93.7K
|
-4,268
|
-15%
|
|
|
31
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$471K
|
-$491K
|
-22,350
|
-49%
|
|
|
32
|
Raymond James & Associates
St Petersburg,
Florida
|
$460K
|
+$42.3K
|
+1,925
|
+9%
|
|
|
33
|
Spinnaker Investment Group
Newport Beach,
California
|
$402K
|
+$58K
|
+2,640
|
+15%
|
|
|
34
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$373K
|
+$410K
|
+18,671
|
New
|
|
|
35
|
High Net Worth Advisory Group
Naples,
Florida
|
$320K
|
–
|
–
|
–
|
|
|
36
|
Cambridge Advisors
Omaha,
Nebraska
|
$296K
|
-$4.74K
|
-216
|
-1%
|
|
|
37
|
D'Orazio & Associates
Falls Church,
Virginia
|
$293K
|
+$321K
|
+14,625
|
New
|
|
|
38
|
Avantax Advisory Services
Dallas,
Texas
|
$237K
|
-$140K
|
-6,357
|
-35%
|
|
|
39
|
Ancora Advisors
Cleveland,
Ohio
|
$40K
|
–
|
–
|
–
|
|
|
40
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$28K
|
+$30.7K
|
+1,400
|
New
|
|
|
41
|
|
$20K
|
+$22K
|
+1,000
|
New
|
|
|
42
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$19K
|
+$21.1K
|
+960
|
New
|
|
|
43
|
Columbus Macro
New Castle,
Pennsylvania
|
–
|
-$3.44M
|
-152,997
|
Closed
|
|
|
44
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
–
|
-$3.42M
|
-152,072
|
Closed
|
|
|
45
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$1.8M
|
-79,951
|
Closed
|
|
|
46
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
–
|
-$1.41M
|
-62,507
|
Closed
|
|
|
47
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
–
|
-$796K
|
-35,393
|
Closed
|
|
|
48
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$733K
|
-32,594
|
Closed
|
|
|
49
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
–
|
-$264K
|
-11,755
|
Closed
|
|
|
50
|
TruWealth Advisors
Metairie,
Louisiana
|
–
|
-$263K
|
-11,682
|
Closed
|
|
