|
26
|
SEI Investments
Oaks,
Pennsylvania
|
$350K
|
+$95.3K
|
+900
|
+38%
|
|
|
27
|
Jupiter Wealth Management
Glendale,
Colorado
|
$344K
|
–
|
–
|
–
|
|
|
28
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$235K
|
+$235K
|
+2,220
|
New
|
|
|
29
|
Optimum Investment Advisors
Chicago,
Illinois
|
$190K
|
–
|
–
|
–
|
|
|
30
|
Osaic Holdings
Scottsdale,
Arizona
|
$124K
|
+$2.12K
|
+20
|
+2%
|
|
|
31
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$75K
|
+$75.1K
|
+709
|
New
|
|
|
32
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$42K
|
+$42.4K
|
+400
|
New
|
|
|
33
|
Clear Investment Research
Alpharetta,
Georgia
|
$30K
|
+$30K
|
+283
|
New
|
|
|
34
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
–
|
–
|
–
|
|
|
35
|
Optimal Asset Management
Los Altos,
California
|
–
|
-$4.68M
|
-44,032
|
Closed
|
|
|
36
|
|
–
|
-$4.32M
|
-40,687
|
Closed
|
|
|
37
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$2.81M
|
-26,496
|
Closed
|
|
|
38
|
Pinnacle Advisory Group
Columbia,
Maryland
|
–
|
-$1.31M
|
-12,341
|
Closed
|
|
|
39
|
First Allied Advisory Services
San Diego,
California
|
–
|
-$369K
|
-3,475
|
Closed
|
|
|
40
|
Wells Fargo
San Francisco,
California
|
–
|
+$106
|
+1
|
+100%
|
|
