|
26
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$327K
|
–
|
–
|
–
|
|
|
27
|
Cascadia Advisory Services
Portland,
Oregon
|
$306K
|
+$306K
|
+11,675
|
New
|
|
|
28
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$262K
|
+$262K
|
+10,009
|
New
|
|
|
29
|
Kestra Advisory Services
Austin,
Texas
|
$252K
|
+$3.87K
|
+148
|
New
|
|
|
30
|
Macroview Investment Management
Bethesda,
Maryland
|
$250K
|
+$10.6K
|
+406
|
+4%
|
|
|
31
|
Linscomb Wealth
Houston,
Texas
|
$238K
|
-$2.2K
|
-84
|
-0.9%
|
|
|
32
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$185K
|
+$185K
|
+7,080
|
New
|
|
|
33
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$134K
|
+$9.42K
|
+360
|
+8%
|
|
|
34
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$130K
|
-$10K
|
-383
|
-7%
|
|
|
35
|
Arax Advisory Partners
Denver,
Colorado
|
$70K
|
–
|
–
|
–
|
|
|
36
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$57K
|
+$11.1K
|
+424
|
+24%
|
|
|
37
|
Huntington National Bank
Columbus,
Ohio
|
$48K
|
–
|
–
|
–
|
|
|
38
|
Geneos Wealth Management
Englewood,
Colorado
|
$44K
|
–
|
–
|
–
|
|
|
39
|
Creative Financial Designs
Kokomo,
Indiana
|
$39K
|
+$39.4K
|
+1,505
|
New
|
|
|
40
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$34K
|
–
|
–
|
–
|
|
|
41
|
Baystate Wealth Management
Boston,
Massachusetts
|
$26K
|
–
|
–
|
–
|
|
|
42
|
Kessler Investment Group
Columbus,
Indiana
|
$20K
|
+$837
|
+32
|
+4%
|
|
|
43
|
SignatureFD
Atlanta,
Georgia
|
$16K
|
–
|
–
|
–
|
|
|
44
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$16K
|
–
|
–
|
–
|
|
|
45
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$16K
|
+$16.1K
|
+615
|
New
|
|
|
46
|
American Portfolios Advisors
Holbrook,
New York
|
$15.1K
|
+$15K
|
+575
|
New
|
|
|
47
|
Private Capital Group
West Hartford,
Connecticut
|
$12K
|
–
|
–
|
–
|
|
|
48
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7K
|
–
|
–
|
–
|
|
|
49
|
|
$6K
|
–
|
–
|
–
|
|
|
50
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$6K
|
–
|
–
|
–
|
|
