|
26
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$360K
|
-$13.4K
|
-606
|
-3%
|
|
|
27
|
CIBC World Market
Toronto,
Ontario, Canada
|
$325K
|
+$335K
|
+15,120
|
New
|
|
|
28
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$320K
|
+$151K
|
+6,798
|
+84%
|
|
|
29
|
Appleton Partners
Boston,
Massachusetts
|
$282K
|
–
|
–
|
–
|
|
|
30
|
Advisornet Financial
Minnetonka,
Minnesota
|
$277K
|
–
|
–
|
–
|
|
|
31
|
United Capital Financial Advisors
Irving,
Texas
|
$269K
|
+$58.3K
|
+2,631
|
+27%
|
|
|
32
|
Arjuna Capital
Durham,
North Carolina
|
$262K
|
-$210K
|
-9,504
|
-44%
|
|
|
33
|
Gemmer Asset Management
Walnut Creek,
California
|
$167K
|
+$124K
|
+5,610
|
+256%
|
|
|
34
|
SEI Investments
Oaks,
Pennsylvania
|
$154K
|
+$6.25K
|
+282
|
+4%
|
|
|
35
|
Ironwood Financial
Tucson,
Arizona
|
$144K
|
+$149K
|
+6,711
|
New
|
|
|
36
|
Patten Group
Chattanooga,
Tennessee
|
$142K
|
+$113K
|
+5,085
|
+334%
|
|
|
37
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$106K
|
–
|
–
|
–
|
|
|
38
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$54K
|
+$66
|
+3
|
+0.1%
|
|
|
39
|
Pacific Center for Financial Services
San Ramon,
California
|
$51K
|
+$16.1K
|
+726
|
+44%
|
|
|
40
|
Wells Fargo
San Francisco,
California
|
$48K
|
+$49.8K
|
+2,250
|
New
|
|
|
41
|
US Bancorp
Minneapolis,
Minnesota
|
$40K
|
+$28.2K
|
+1,275
|
+213%
|
|
|
42
|
Parallel Advisors
San Francisco,
California
|
$26K
|
+$26.6K
|
+1,200
|
New
|
|
|
43
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$14K
|
–
|
–
|
–
|
|
|
44
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$12K
|
+$11.9K
|
+537
|
New
|
|
|
45
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$8K
|
–
|
–
|
–
|
|
|
46
|
Landaas & Company
Milwaukee,
Wisconsin
|
–
|
-$12K
|
-576
|
Closed
|
|
