|
26
|
Private Ocean
San Rafael,
California
|
$309K
|
-$573K
|
-9,412
|
-67%
|
|
|
27
|
Capital Bank & Trust
Irvine,
California
|
$299K
|
+$276K
|
+4,530
|
New
|
|
|
28
|
Merriman Wealth Management
Seattle,
Washington
|
$255K
|
–
|
–
|
–
|
|
|
29
|
Raymond James & Associates
St Petersburg,
Florida
|
$248K
|
–
|
–
|
–
|
|
|
30
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$244K
|
+$225K
|
+3,700
|
New
|
|
|
31
|
Callan Capital
La Jolla,
California
|
$243K
|
+$914
|
+15
|
+0.4%
|
|
|
32
|
Strategic Blueprint
Atlanta,
Georgia
|
$231K
|
-$18.3K
|
-300
|
-8%
|
|
|
33
|
Private Advisor Group
Morristown,
New Jersey
|
$228K
|
+$210K
|
+3,450
|
New
|
|
|
34
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$205K
|
–
|
–
|
–
|
|
|
35
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$151K
|
+$548
|
+9
|
+0.4%
|
|
|
36
|
Wells Fargo
San Francisco,
California
|
$140K
|
+$7.61K
|
+125
|
+6%
|
|
|
37
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$128K
|
+$118K
|
+1,940
|
New
|
|
|
38
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$102K
|
–
|
–
|
–
|
|
|
39
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$94K
|
–
|
–
|
–
|
|
|
40
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$91K
|
+$84.4K
|
+1,386
|
New
|
|
|
41
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$80K
|
–
|
–
|
–
|
|
|
42
|
Allworth Financial
Folsom,
California
|
$72K
|
–
|
–
|
–
|
|
|
43
|
Bank of America
Charlotte,
North Carolina
|
$63K
|
-$73.1K
|
-1,201
|
-56%
|
|
|
44
|
UBS Group
Zurich,
Switzerland
|
$44K
|
-$90K
|
-1,477
|
-69%
|
|
|
45
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$44K
|
–
|
–
|
–
|
|
|
46
|
IFP Advisors
Tampa,
Florida
|
$21K
|
-$9.32K
|
-153
|
-32%
|
|
|
47
|
|
$5K
|
–
|
–
|
–
|
|
|
48
|
Lenox Wealth Advisors
New York
|
$4K
|
+$3.71K
|
+61
|
New
|
|
|
49
|
3D/L Capital Management
Hartford,
Connecticut
|
$1K
|
+$647K
|
+10,618
|
New
|
|
|
50
|
Hayden Royal
Charlotte,
North Carolina
|
–
|
-$520K
|
-9,303
|
Closed
|
|
