|
26
|
Klingman & Associates
New York
|
$448K
|
–
|
–
|
–
|
|
|
27
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$394K
|
+$389K
|
+11,812
|
New
|
|
|
28
|
Pineridge Advisors
St. Charles,
Missouri
|
$379K
|
+$22.3K
|
+679
|
+6%
|
|
|
29
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$331K
|
–
|
–
|
–
|
|
|
30
|
Bank of America
Charlotte,
North Carolina
|
$321K
|
-$216K
|
-6,555
|
-41%
|
|
|
31
|
Avantax Advisory Services
Dallas,
Texas
|
$278K
|
-$48K
|
-1,459
|
-15%
|
|
|
32
|
Oppenheimer & Co
New York
|
$231K
|
+$228K
|
+6,935
|
New
|
|
|
33
|
Harbour Investments
Madison,
Wisconsin
|
$225K
|
+$46.1K
|
+1,401
|
+26%
|
|
|
34
|
REAP Financial Group
Austin,
Texas
|
$201K
|
-$91.9K
|
-2,792
|
-32%
|
|
|
35
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$134K
|
+$132K
|
+4,024
|
New
|
|
|
36
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$98K
|
+$12.4K
|
+376
|
+15%
|
|
|
37
|
|
$67.2K
|
-$66
|
-2
|
-0.1%
|
|
|
38
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$51.1K
|
-$9.61K
|
-292
|
-16%
|
|
|
39
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$47.8K
|
+$47.2K
|
+1,434
|
New
|
|
|
40
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$33.9K
|
+$32.9K
|
+1,000
|
New
|
|
|
41
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$22.1K
|
–
|
–
|
–
|
|
|
42
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$16.7K
|
+$16.4K
|
+500
|
New
|
|
|
43
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$16.7K
|
+$16.4K
|
+500
|
New
|
|
|
44
|
Covestor
London,
United Kingdom
|
$3K
|
–
|
–
|
–
|
|
|
45
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.3K
|
–
|
–
|
–
|
|
|
46
|
Coppell Advisory Solutions
Coppell,
Texas
|
$300
|
+$296
|
+9
|
New
|
|
|
47
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$67
|
–
|
–
|
–
|
|
|
48
|
Fidelity Investments
Boston,
Massachusetts
|
$33
|
+$33
|
+1
|
New
|
|
|
49
|
Wells Fargo
San Francisco,
California
|
$31
|
–
|
–
|
–
|
|
|
50
|
Stratos Investment Management
Beachwood,
Ohio
|
–
|
-$10.7M
|
-320,260
|
Closed
|
|
