|
26
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$207K
|
+$199K
|
+7,432
|
New
|
|
|
27
|
Fidelity Investments
Boston,
Massachusetts
|
$146K
|
–
|
–
|
–
|
|
|
28
|
Your Advocates Ltd
Houston,
Texas
|
$126K
|
-$42.5K
|
-1,591
|
-26%
|
|
|
29
|
Blume Capital Management
Berkeley,
California
|
$111K
|
–
|
–
|
–
|
|
|
30
|
Key Financial Inc
West Chester,
Pennsylvania
|
$111K
|
–
|
–
|
–
|
|
|
31
|
Creative Financial Designs
Kokomo,
Indiana
|
$62.6K
|
+$2.25K
|
+84
|
+4%
|
|
|
32
|
Planned Solutions
Folsom,
California
|
$59.1K
|
+$56.8K
|
+2,123
|
New
|
|
|
33
|
Financial Avengers
Oakland,
California
|
$41.4K
|
+$2.06K
|
+77
|
+5%
|
|
|
34
|
Bank of America
Charlotte,
North Carolina
|
$38.5K
|
+$37K
|
+1,383
|
New
|
|
|
35
|
Scarborough Advisors
Annapolis,
Maryland
|
$36.7K
|
+$35.3K
|
+1,320
|
New
|
|
|
36
|
SJS Investment Consulting
Sylvania,
Ohio
|
$22.9K
|
–
|
–
|
–
|
|
|
37
|
Harbour Investments
Madison,
Wisconsin
|
$17.8K
|
–
|
–
|
–
|
|
|
38
|
Parallel Advisors
San Francisco,
California
|
$13.7K
|
+$695
|
+26
|
+6%
|
|
|
39
|
Webster Bank
Waterbury,
Connecticut
|
$9.43K
|
-$24.7K
|
-925
|
-73%
|
|
|
40
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.32K
|
–
|
–
|
–
|
|
|
41
|
Allworth Financial
Folsom,
California
|
$8.74K
|
–
|
–
|
–
|
|
|
42
|
US Bancorp
Minneapolis,
Minnesota
|
$1.11K
|
–
|
–
|
–
|
|
|
43
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$279
|
–
|
–
|
–
|
|
|
44
|
Wells Fargo
San Francisco,
California
|
$25
|
+$27
|
+1
|
New
|
|
|
45
|
GTS Securities
Miami,
Florida
|
–
|
-$1.74M
|
-66,541
|
Closed
|
|
|
46
|
Citadel Advisors
Miami,
Florida
|
–
|
-$846K
|
-32,341
|
Closed
|
|
|
47
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
–
|
-$262K
|
-10,028
|
Closed
|
|
|
48
|
WR Wealth Planners
Columbia,
Missouri
|
–
|
-$126K
|
-4,813
|
Closed
|
|
|
49
|
UBS Group
Zurich,
Switzerland
|
–
|
-$53.5K
|
-2,047
|
Closed
|
|
|
50
|
Geneos Wealth Management
Englewood,
Colorado
|
–
|
-$44.2K
|
-1,689
|
Closed
|
|
