|
26
|
Arrowroot Family Office
Marina Del Rey,
California
|
$458K
|
-$189K
|
-1,631
|
-29%
|
|
|
27
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$437K
|
+$143K
|
+1,238
|
+47%
|
|
|
28
|
Security Financial Services
Fort Wayne,
Indiana
|
$427K
|
+$347
|
+3
|
+0.1%
|
|
|
29
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
$373K
|
+$384K
|
+3,324
|
New
|
|
|
30
|
Destiny Wealth Partners
Tavares,
Florida
|
$351K
|
–
|
–
|
–
|
|
|
31
|
NWAM LLC
Mercer Island,
Washington
|
$318K
|
+$1.04K
|
+9
|
+0.3%
|
|
|
32
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$280K
|
+$288K
|
+2,491
|
New
|
|
|
33
|
Cobblestone Capital Advisors
Rochester,
New York
|
$275K
|
+$28.9K
|
+250
|
+11%
|
|
|
34
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$266K
|
–
|
–
|
–
|
|
|
35
|
Secure Asset Management
Troy,
Michigan
|
$260K
|
-$578
|
-5
|
-0.2%
|
|
|
36
|
|
$241K
|
–
|
–
|
–
|
|
|
37
|
Compass Advisory Group
Melville,
New York
|
$232K
|
-$132K
|
-1,145
|
-36%
|
|
|
38
|
Bank of America
Charlotte,
North Carolina
|
$228K
|
–
|
–
|
–
|
|
|
39
|
|
$225K
|
–
|
–
|
–
|
|
|
40
|
Osaic Holdings
Scottsdale,
Arizona
|
$136K
|
-$133K
|
-1,154
|
-49%
|
|
|
41
|
UBS Group
Zurich,
Switzerland
|
$131K
|
+$71K
|
+614
|
+110%
|
|
|
42
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$124K
|
–
|
–
|
–
|
|
|
43
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$109K
|
-$36K
|
-311
|
-24%
|
|
|
44
|
Center for Financial Planning
Southfied,
Michigan
|
$101K
|
–
|
–
|
–
|
|
|
45
|
Comerica Bank
Dallas,
Texas
|
$91.9K
|
+$94.6K
|
+818
|
New
|
|
|
46
|
IFP Advisors
Tampa,
Florida
|
$73.7K
|
–
|
–
|
–
|
|
|
47
|
McIlrath & Eck
Arlington,
Washington
|
$69.5K
|
-$8.21K
|
-71
|
-10%
|
|
|
48
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$44.9K
|
–
|
–
|
–
|
|
|
49
|
|
$44.1K
|
-$49K
|
-424
|
-52%
|
|
|
50
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$28K
|
–
|
–
|
–
|
|
