|
26
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$226K
|
+$38.5K
|
+361
|
+19%
|
|
|
27
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$215K
|
+$26.8K
|
+251
|
+13%
|
|
|
28
|
Bank of America
Charlotte,
North Carolina
|
$199K
|
–
|
–
|
–
|
|
|
29
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$108K
|
–
|
–
|
–
|
|
|
30
|
Center for Financial Planning
Southfied,
Michigan
|
$88K
|
–
|
–
|
–
|
|
|
31
|
McIlrath & Eck
Arlington,
Washington
|
$79K
|
–
|
–
|
–
|
|
|
32
|
UBS Group
Zurich,
Switzerland
|
$37K
|
-$22.8K
|
-214
|
-36%
|
|
|
33
|
TCI Wealth Advisors
Tucson,
Arizona
|
$32K
|
+$29.7K
|
+278
|
+632%
|
|
|
34
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$18K
|
–
|
–
|
–
|
|
|
35
|
City State Bank
Norwalk,
Iowa
|
$10K
|
–
|
–
|
–
|
|
|
36
|
Castle Wealth Management
West Palm Beach,
Florida
|
$8K
|
+$9.07K
|
+85
|
New
|
|
|
37
|
St. James Investment Advisors
Port Jefferson,
New York
|
$6K
|
+$6.19K
|
+58
|
New
|
|
|
38
|
SignatureFD
Atlanta,
Georgia
|
$5K
|
+$5.44K
|
+51
|
New
|
|
|
39
|
Parallel Advisors
San Francisco,
California
|
$2K
|
+$2.13K
|
+20
|
New
|
|
|
40
|
Geneos Wealth Management
Englewood,
Colorado
|
$1K
|
–
|
–
|
–
|
|
|
41
|
M Financial Asset Management
Portland,
Oregon
|
$1K
|
–
|
–
|
–
|
|
|
42
|
|
–
|
-$2.69M
|
-23,118
|
Closed
|
|
|
43
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
–
|
-$324K
|
-2,791
|
Closed
|
|
|
44
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
–
|
-$301K
|
-2,588
|
Closed
|
|
|
45
|
55I LLC
Boston,
Massachusetts
|
–
|
-$267K
|
-2,300
|
Closed
|
|
|
46
|
LPL Financial
San Diego,
California
|
–
|
-$227K
|
-1,950
|
Closed
|
|
