|
26
|
CX Institutional
Auburn,
Indiana
|
$234K
|
+$54.1K
|
+2,745
|
+30%
|
|
|
27
|
Client 1st Advisory Group
Dunedin,
Florida
|
$216K
|
-$595K
|
-30,212
|
-73%
|
|
|
28
|
Avior Wealth Management
Omaha,
Nebraska
|
$208K
|
+$10.8K
|
+547
|
+5%
|
|
|
29
|
LPL Financial
San Diego,
California
|
$202K
|
-$278K
|
-14,113
|
-58%
|
|
|
30
|
Bank of America
Charlotte,
North Carolina
|
$189K
|
-$46.7K
|
-2,368
|
-20%
|
|
|
31
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$166K
|
+$167K
|
+8,462
|
New
|
|
|
32
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$154K
|
–
|
–
|
–
|
|
|
33
|
Geneos Wealth Management
Englewood,
Colorado
|
$100K
|
–
|
–
|
–
|
|
|
34
|
Tortoise Investment Management
White Plains,
New York
|
$31K
|
-$177K
|
-9,000
|
-85%
|
|
|
35
|
Advisory Alpha
Holland,
Michigan
|
$29.9K
|
–
|
–
|
–
|
|
|
36
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$22K
|
–
|
–
|
–
|
|
|
37
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$15.4K
|
–
|
–
|
–
|
|
|
38
|
MCF Advisors
Covington,
Kentucky
|
$6K
|
-$2.6K
|
-132
|
-31%
|
|
|
39
|
UBS Group
Zurich,
Switzerland
|
$5K
|
+$4.77K
|
+242
|
New
|
|
|
40
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$2K
|
+$1.73K
|
+88
|
New
|
|
|
41
|
|
$1K
|
+$985
|
+50
|
New
|
|
|
42
|
RFG Advisory
Birmingham,
Alabama
|
–
|
-$329K
|
-16,792
|
Closed
|
|
|
43
|
First Personal Financial Services
Charlotte,
North Carolina
|
–
|
-$14K
|
-710
|
Closed
|
|
|
44
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$13.8K
|
-703
|
-100%
|
|
|
45
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
–
|
-$10K
|
-500
|
Closed
|
|
|
46
|
Howard Wealth Management
Madison,
Connecticut
|
–
|
-$5K
|
-284
|
Closed
|
|
