|
26
|
Madison Wealth Management
Cincinnati,
Ohio
|
$254K
|
+$218K
|
+6,000
|
New
|
|
|
27
|
TrinityPoint Wealth
Milford,
Connecticut
|
$234K
|
+$199K
|
+5,484
|
New
|
|
|
28
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$232K
|
+$199K
|
+5,484
|
New
|
|
|
29
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$230K
|
+$197K
|
+5,432
|
New
|
|
|
30
|
NWAM LLC
Mercer Island,
Washington
|
$224K
|
+$192K
|
+5,294
|
New
|
|
|
31
|
Wells Fargo
San Francisco,
California
|
$202K
|
+$26.7K
|
+735
|
+18%
|
|
|
32
|
UBS Group
Zurich,
Switzerland
|
$174K
|
+$145K
|
+3,983
|
+2,907%
|
|
|
33
|
Arax Advisory Partners
Denver,
Colorado
|
$114K
|
–
|
–
|
–
|
|
|
34
|
Cutler Group
San Francisco,
California
|
$97K
|
+$63.3K
|
+1,742
|
+312%
|
|
|
35
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$95K
|
+$81.9K
|
+2,256
|
New
|
|
|
36
|
Bank of America
Charlotte,
North Carolina
|
$76K
|
-$156K
|
-4,300
|
-70%
|
|
|
37
|
|
$69K
|
-$29.9K
|
-823
|
-34%
|
|
|
38
|
Advisory Services Network
Atlanta,
Georgia
|
$64K
|
–
|
–
|
–
|
|
|
39
|
Kings Point Capital Management
Great Neck,
New York
|
$48K
|
-$2.62K
|
-72
|
-6%
|
|
|
40
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$45.7K
|
–
|
–
|
–
|
|
|
41
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$29K
|
–
|
–
|
–
|
|
|
42
|
US Bancorp
Minneapolis,
Minnesota
|
$25K
|
–
|
–
|
–
|
|
|
43
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$19K
|
+$16.1K
|
+444
|
New
|
|
|
44
|
Hartford Financial Management
Hartford,
Connecticut
|
$18K
|
–
|
–
|
–
|
|
|
45
|
Kelly Financial Services
Braintree,
Massachusetts
|
$15.2K
|
–
|
–
|
–
|
|
|
46
|
Glassman Wealth Services
Vienna,
Virginia
|
$10K
|
–
|
–
|
–
|
|
|
47
|
American Portfolios Advisors
Holbrook,
New York
|
$8.12K
|
–
|
–
|
–
|
|
|
48
|
NVWM LLC
Yardley,
Pennsylvania
|
$8K
|
–
|
–
|
–
|
|
|
49
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
50
|
Main Management
San Francisco,
California
|
–
|
-$93K
|
-3,000
|
Closed
|
|
