|
26
|
Level Four Advisory Services
Dallas,
Texas
|
$321K
|
+$325K
|
+8,665
|
New
|
|
|
27
|
MKD Wealth Coaches
Troy,
Michigan
|
$317K
|
–
|
–
|
–
|
|
|
28
|
Wells Fargo
San Francisco,
California
|
$303K
|
-$139K
|
-3,700
|
-31%
|
|
|
29
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$270K
|
+$3.04K
|
+81
|
+1%
|
|
|
30
|
Envestnet Asset Management
Chicago,
Illinois
|
$256K
|
-$433K
|
-11,541
|
-63%
|
|
|
31
|
Calton & Associates
Tampa,
Florida
|
$226K
|
-$6.49K
|
-173
|
-3%
|
|
|
32
|
Rockland Trust
Hanover,
Massachusetts
|
$202K
|
-$91.8K
|
-2,445
|
-31%
|
|
|
33
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$159K
|
-$89.7K
|
-2,389
|
-36%
|
|
|
34
|
UBS Group
Zurich,
Switzerland
|
$128K
|
+$102K
|
+2,730
|
+371%
|
|
|
35
|
Steward Partners Investment Advisory
New York
|
$48K
|
-$86.1K
|
-2,293
|
-64%
|
|
|
36
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$41K
|
-$10.7K
|
-285
|
-21%
|
|
|
37
|
Global Financial Private Client
Sarasota,
Florida
|
$33.1K
|
+$33.5K
|
+893
|
New
|
|
|
38
|
Advisory Services Network
Atlanta,
Georgia
|
$29K
|
–
|
–
|
–
|
|
|
39
|
Advisor Group
Phoenix,
Arizona
|
$28K
|
+$10.9K
|
+290
|
+65%
|
|
|
40
|
Wealth Quarterback
Toms River,
New Jersey
|
$21.9K
|
+$22.1K
|
+590
|
New
|
|
|
41
|
Geneos Wealth Management
Englewood,
Colorado
|
$13K
|
–
|
–
|
–
|
|
|
42
|
|
$4K
|
–
|
–
|
–
|
|
|
43
|
Archer Investment Corporation
Carmel,
Indiana
|
$4K
|
+$3.75K
|
+100
|
New
|
|
|
44
|
Global Financial Private Capital
Sarasota,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
45
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
46
|
Private Ocean
San Rafael,
California
|
$1K
|
–
|
–
|
–
|
|
|
47
|
Grimes & Company
Westborough,
Massachusetts
|
–
|
-$5.58M
|
-146,678
|
Closed
|
|
|
48
|
|
–
|
-$2.16M
|
-56,710
|
Closed
|
|
|
49
|
|
–
|
-$1.27M
|
-33,351
|
Closed
|
|
|
50
|
Lincoln National Corp
Radnor,
Pennsylvania
|
–
|
-$805K
|
-21,158
|
Closed
|
|
