|
26
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$340K
|
+$22.8K
|
+1,091
|
+7%
|
|
|
27
|
Cetera Advisors
Denver,
Colorado
|
$311K
|
+$312K
|
+14,911
|
New
|
|
|
28
|
RDA Financial Network
Akron,
Iowa
|
$265K
|
–
|
–
|
–
|
|
|
29
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$250K
|
+$42
|
+2
|
+0%
|
|
|
30
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$250K
|
+$251K
|
+12,001
|
New
|
|
|
31
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$244K
|
+$244K
|
+11,675
|
New
|
|
|
32
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$243K
|
-$289K
|
-13,825
|
-54%
|
|
|
33
|
Avior Wealth Management
Omaha,
Nebraska
|
$212K
|
-$22.4K
|
-1,069
|
-9%
|
|
|
34
|
Geneos Wealth Management
Englewood,
Colorado
|
$128K
|
–
|
–
|
–
|
|
|
35
|
UBS Group
Zurich,
Switzerland
|
$77K
|
+$77.5K
|
+3,702
|
New
|
|
|
36
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$72K
|
+$52.3K
|
+2,500
|
+263%
|
|
|
37
|
CX Institutional
Auburn,
Indiana
|
$56K
|
-$165K
|
-7,869
|
-75%
|
|
|
38
|
Wells Fargo
San Francisco,
California
|
$36K
|
–
|
–
|
–
|
|
|
39
|
Tortoise Investment Management
White Plains,
New York
|
$33K
|
–
|
–
|
–
|
|
|
40
|
American Portfolios Advisors
Holbrook,
New York
|
$25.7K
|
-$28.7K
|
-1,371
|
-53%
|
|
|
41
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$22K
|
–
|
–
|
–
|
|
|
42
|
Advisornet Financial
Minnetonka,
Minnesota
|
$21K
|
–
|
–
|
–
|
|
|
43
|
Spire Wealth Management
Mclean,
Virginia
|
$20K
|
+$20.1K
|
+959
|
New
|
|
|
44
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$16.4K
|
–
|
–
|
–
|
|
|
45
|
Fidelity Investments
Boston,
Massachusetts
|
$16K
|
+$440
|
+21
|
+3%
|
|
|
46
|
MCF Advisors
Covington,
Kentucky
|
$12K
|
+$1.26K
|
+60
|
+12%
|
|
|
47
|
William Blair & Company
Chicago,
Illinois
|
$8K
|
+$8.37K
|
+400
|
New
|
|
|
48
|
|
$1K
|
–
|
–
|
–
|
|
|
49
|
CreativeOne Wealth
Overland Park,
Kansas
|
–
|
-$2.3M
|
-110,092
|
Closed
|
|
|
50
|
Stifel Financial
St. Louis,
Missouri
|
–
|
-$1.27M
|
-60,819
|
Closed
|
|
