|
26
|
IHT Wealth Management
Chicago,
Illinois
|
$345K
|
+$14.3K
|
+584
|
+5%
|
|
|
27
|
Creative Planning
Overland Park,
Kansas
|
$338K
|
–
|
–
|
–
|
|
|
28
|
Meridian Wealth Management
Lexington,
Kentucky
|
$253K
|
+$227K
|
+9,292
|
New
|
|
|
29
|
Formidable Asset Management
Cincinnati,
Ohio
|
$227K
|
+$207K
|
+8,443
|
New
|
|
|
30
|
Level Four Financial
Dallas,
Texas
|
$220K
|
+$197K
|
+8,061
|
New
|
|
|
31
|
Wells Fargo
San Francisco,
California
|
$191K
|
-$20.8K
|
-848
|
-11%
|
|
|
32
|
Parallel Advisors
San Francisco,
California
|
$176K
|
–
|
–
|
–
|
|
|
33
|
FNY Investment Advisers
New York
|
$124K
|
+$112K
|
+4,560
|
New
|
|
|
34
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$99K
|
+$106K
|
+4,324
|
New
|
|
|
35
|
Steward Partners Investment Advisory
New York
|
$96K
|
+$857
|
+35
|
+1%
|
|
|
36
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$27K
|
–
|
–
|
–
|
|
|
37
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$25K
|
-$2.2K
|
-90
|
-9%
|
|
|
38
|
Manchester Financial
Westlake Village,
California
|
$25K
|
+$416
|
+17
|
+2%
|
|
|
39
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$21K
|
-$8.42K
|
-344
|
-31%
|
|
|
40
|
Avior Wealth Management
Omaha,
Nebraska
|
$21K
|
–
|
–
|
–
|
|
|
41
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11K
|
-$56.3K
|
-2,300
|
-86%
|
|
|
42
|
Allworth Financial
Folsom,
California
|
$11K
|
–
|
–
|
–
|
|
|
43
|
Brown Brothers Harriman & Co
New York
|
$3K
|
–
|
–
|
–
|
|
|
44
|
Next Financial Group
Houston,
Texas
|
$3K
|
–
|
–
|
–
|
|
|
45
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$3K
|
+$2.45K
|
+100
|
New
|
|
|
46
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$2K
|
+$2.4K
|
+98
|
New
|
|
|
47
|
Doliver Advisors
Houston,
Texas
|
–
|
-$400K
|
-18,251
|
Closed
|
|
|
48
|
J.W. Cole Advisors
Tampa,
Florida
|
–
|
-$315K
|
-14,368
|
Closed
|
|
|
49
|
Weiss Asset Management
Boston,
Massachusetts
|
–
|
-$245K
|
-11,196
|
Closed
|
|
|
50
|
Chiron Capital Management
Tallahassee,
Florida
|
–
|
-$9K
|
-400
|
Closed
|
|
