|
26
|
Stifel Financial
St. Louis,
Missouri
|
$907K
|
+$907K
|
+8,580
|
New
|
|
|
27
|
Financial Advocates Investment Management
Olympia,
Washington
|
$586K
|
+$587K
|
+5,549
|
New
|
|
|
28
|
Private Advisor Group
Morristown,
New Jersey
|
$562K
|
-$193K
|
-1,824
|
-26%
|
|
|
29
|
|
$394K
|
–
|
–
|
–
|
|
|
30
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$278K
|
+$278K
|
+2,628
|
New
|
|
|
31
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$256K
|
-$110K
|
-1,039
|
-30%
|
|
|
32
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$215K
|
+$21.1K
|
+200
|
+11%
|
|
|
33
|
Aveo Capital Partners
Englewood,
Colorado
|
$206K
|
–
|
–
|
–
|
|
|
34
|
Osaic Holdings
Scottsdale,
Arizona
|
$206K
|
+$62.5K
|
+591
|
+43%
|
|
|
35
|
Optimum Investment Advisors
Chicago,
Illinois
|
$106K
|
-$84.6K
|
-800
|
-44%
|
|
|
36
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$75K
|
–
|
–
|
–
|
|
|
37
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$59K
|
+$3.81K
|
+36
|
+7%
|
|
|
38
|
Accel Wealth Management
Waverly,
Iowa
|
$49K
|
+$49K
|
+463
|
New
|
|
|
39
|
Clear Investment Research
Alpharetta,
Georgia
|
$45K
|
–
|
–
|
–
|
|
|
40
|
Wells Fargo
San Francisco,
California
|
$6K
|
+$5.39K
|
+51
|
+2,550%
|
|
|
41
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$4K
|
–
|
–
|
–
|
|
|
42
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
–
|
–
|
–
|
|
|
43
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
–
|
-$4M
|
-37,797
|
Closed
|
|
|
44
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
–
|
-$3.32M
|
-31,393
|
Closed
|
|
|
45
|
SEI Investments
Oaks,
Pennsylvania
|
–
|
-$347K
|
-3,263
|
Closed
|
|
|
46
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
–
|
-$242K
|
-2,293
|
Closed
|
|
|
47
|
Focus Financial Network
Minneapolis,
Minnesota
|
–
|
-$241K
|
-2,275
|
Closed
|
|
|
48
|
Lavaca Capital
Houston,
Texas
|
–
|
-$214K
|
-2,023
|
Closed
|
|
|
49
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
–
|
-$68K
|
-650
|
Closed
|
|
