|
26
|
GeoWealth Management
Chicago,
Illinois
|
$322K
|
-$10.9K
|
-275
|
-3%
|
|
|
27
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$316K
|
+$302K
|
+7,587
|
New
|
|
|
28
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$263K
|
–
|
–
|
–
|
|
|
29
|
Harbour Investments
Madison,
Wisconsin
|
$157K
|
+$40
|
+1
|
+0%
|
|
|
30
|
Private Trust Company
Cleveland,
Ohio
|
$147K
|
+$140K
|
+3,522
|
New
|
|
|
31
|
Vanguard Advisers Inc
Malvern,
Pennsylvania
|
$124K
|
+$118K
|
+2,971
|
New
|
|
|
32
|
Wells Fargo
San Francisco,
California
|
$103K
|
+$73.2K
|
+1,840
|
+293%
|
|
|
33
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$43.6K
|
-$84.5K
|
-2,125
|
-67%
|
|
|
34
|
Global Retirement Partners
San Rafael,
California
|
$30.1K
|
+$28.7K
|
+722
|
New
|
|
|
35
|
IFG Advisory
Atlanta,
Georgia
|
$20.4K
|
+$19.5K
|
+490
|
New
|
|
|
36
|
|
$12.9K
|
+$12.3K
|
+309
|
New
|
|
|
37
|
Harborfront Financial Group
Ludington,
Michigan
|
$6.53K
|
+$6.24K
|
+157
|
New
|
|
|
38
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.63K
|
+$2.5K
|
+63
|
New
|
|
|
39
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$2.08K
|
+$1.99K
|
+50
|
New
|
|
|
40
|
AssetMark Inc
Concord,
California
|
$1.29K
|
+$1.23K
|
+31
|
New
|
|
|
41
|
Strategic Wealth Partners
Independence,
Ohio
|
$10
|
–
|
–
|
–
|
|
|
42
|
|
–
|
-$1.59M
|
-43,938
|
Closed
|
|
|
43
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$647K
|
-17,896
|
Closed
|
|
|
44
|
Root Financial Partners
Encinitas,
California
|
–
|
-$56K
|
-1,547
|
Closed
|
|
|
45
|
UBS Group
Zurich,
Switzerland
|
–
|
-$29.5K
|
-814
|
Closed
|
|
|
46
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
–
|
-$8.75K
|
-240
|
Closed
|
|
|
47
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$4K
|
-105
|
Closed
|
|
