|
26
|
Osaic Holdings
Scottsdale,
Arizona
|
$165K
|
+$58.5K
|
+2,315
|
+55%
|
|
|
27
|
Wells Fargo
San Francisco,
California
|
$160K
|
–
|
–
|
–
|
|
|
28
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$155K
|
+$155K
|
+6,115
|
New
|
|
|
29
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$48K
|
+$202
|
+8
|
+0.4%
|
|
|
30
|
Golden State Wealth Management
Santa Ana,
California
|
$26K
|
+$26K
|
+1,029
|
New
|
|
|
31
|
Rockbridge Investment Management
Syracuse,
New York
|
$21K
|
–
|
–
|
–
|
|
|
32
|
LifePlan Financial Group
Dayton,
Ohio
|
$19K
|
–
|
–
|
–
|
|
|
33
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$19K
|
+$19K
|
+750
|
New
|
|
|
34
|
Archer Investment Corporation
Carmel,
Indiana
|
$14.9K
|
–
|
–
|
–
|
|
|
35
|
Geneos Wealth Management
Englewood,
Colorado
|
$14K
|
+$14.4K
|
+568
|
New
|
|
|
36
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10K
|
–
|
–
|
–
|
|
|
37
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$8K
|
–
|
–
|
–
|
|
|
38
|
Focused Wealth Management
Newburgh,
New York
|
$7K
|
+$51
|
+2
|
+0.7%
|
|
|
39
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6K
|
+$5.71K
|
+226
|
New
|
|
|
40
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$5K
|
+$5.06K
|
+200
|
New
|
|
|
41
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4K
|
–
|
–
|
–
|
|
|
42
|
US Bancorp
Minneapolis,
Minnesota
|
$3K
|
–
|
–
|
–
|
|
|
43
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1K
|
-$126
|
-5
|
-17%
|
|
|
44
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$1.03M
|
-41,931
|
Closed
|
|
|
45
|
Institute for Wealth Management
Denver,
Colorado
|
–
|
-$326K
|
-13,297
|
Closed
|
|
|
46
|
StrategIQ Financial Group
Merrillville,
Indiana
|
–
|
-$214K
|
-8,713
|
Closed
|
|
|
47
|
Capital Asset Advisory Services
Williamston,
Michigan
|
–
|
-$149K
|
-5,867
|
Closed
|
|
|
48
|
Capstone Financial Group
Oklahoma City,
Oklahoma
|
–
|
-$48K
|
-1,941
|
Closed
|
|
|
49
|
Procyon Advisors
Shelton,
Connecticut
|
–
|
-$22K
|
-900
|
Closed
|
|
|
50
|
Global Financial Private Client
Sarasota,
Florida
|
–
|
-$17.8K
|
-728
|
Closed
|
|
