|
26
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$320K
|
–
|
–
|
–
|
|
|
27
|
Arjuna Capital
Durham,
North Carolina
|
$289K
|
+$21K
|
+963
|
+8%
|
|
|
28
|
Appleton Partners
Boston,
Massachusetts
|
$288K
|
–
|
–
|
–
|
|
|
29
|
United Capital Financial Advisors
Irving,
Texas
|
$285K
|
+$10K
|
+459
|
+4%
|
|
|
30
|
SEI Investments
Oaks,
Pennsylvania
|
$281K
|
+$123K
|
+5,610
|
+78%
|
|
|
31
|
Ironwood Financial
Tucson,
Arizona
|
$239K
|
+$91.4K
|
+4,185
|
+62%
|
|
|
32
|
West Coast Financial
Santa Barbara,
California
|
$201K
|
+$200K
|
+9,141
|
New
|
|
|
33
|
Gemmer Asset Management
Walnut Creek,
California
|
$171K
|
–
|
–
|
–
|
|
|
34
|
Patten Group
Chattanooga,
Tennessee
|
$118K
|
-$26.9K
|
-1,230
|
-19%
|
|
|
35
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$117K
|
+$116K
|
+5,325
|
New
|
|
|
36
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$109K
|
–
|
–
|
–
|
|
|
37
|
|
$65K
|
+$64.5K
|
+2,952
|
New
|
|
|
38
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$55K
|
+$131
|
+6
|
+0.2%
|
|
|
39
|
Pacific Center for Financial Services
San Ramon,
California
|
$52K
|
+$262
|
+12
|
+0.5%
|
|
|
40
|
Wells Fargo
San Francisco,
California
|
$49K
|
–
|
–
|
–
|
|
|
41
|
US Bancorp
Minneapolis,
Minnesota
|
$42K
|
–
|
–
|
–
|
|
|
42
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$29K
|
+$17.2K
|
+789
|
+147%
|
|
|
43
|
Parallel Advisors
San Francisco,
California
|
$26K
|
–
|
–
|
–
|
|
|
44
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$19.7K
|
+$19.7K
|
+900
|
New
|
|
|
45
|
Landaas & Company
Milwaukee,
Wisconsin
|
$13K
|
+$12.6K
|
+576
|
New
|
|
|
46
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$8K
|
–
|
–
|
–
|
|
|
47
|
|
–
|
-$1.82M
|
-85,041
|
Closed
|
|
|
48
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$482K
|
-22,458
|
Closed
|
|
|
49
|
First Allied Advisory Services
San Diego,
California
|
–
|
-$466K
|
-21,618
|
Closed
|
|
|
50
|
Stratos Wealth Partners
Beachwood,
Ohio
|
–
|
-$14K
|
-666
|
Closed
|
|
