|
26
|
|
$572K
|
+$560K
|
+19,571
|
New
|
|
|
27
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$393K
|
+$76.5K
|
+2,672
|
+25%
|
|
|
28
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$390K
|
+$381K
|
+13,321
|
New
|
|
|
29
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$351K
|
+$344K
|
+12,024
|
New
|
|
|
30
|
Atria Investments
Charlotte,
North Carolina
|
$317K
|
+$311K
|
+10,849
|
New
|
|
|
31
|
LPL Financial
San Diego,
California
|
$316K
|
+$68.4K
|
+2,388
|
+28%
|
|
|
32
|
Harbour Investments
Madison,
Wisconsin
|
$309K
|
+$30.5K
|
+1,065
|
+11%
|
|
|
33
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$265K
|
–
|
–
|
–
|
|
|
34
|
CoreCap Advisors
Southfield,
Michigan
|
$221K
|
–
|
–
|
–
|
|
|
35
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$145K
|
-$13.8K
|
-483
|
-9%
|
|
|
36
|
Steward Partners Investment Advisory
New York
|
$128K
|
-$223K
|
-7,777
|
-64%
|
|
|
37
|
Bank of America
Charlotte,
North Carolina
|
$103K
|
+$100K
|
+3,505
|
New
|
|
|
38
|
Huntington National Bank
Columbus,
Ohio
|
$9.97K
|
–
|
–
|
–
|
|
|
39
|
Capasso Planning Partners
Charleston,
South Carolina
|
–
|
-$676K
|
-23,838
|
Closed
|
|
|
40
|
Citadel Advisors
Miami,
Florida
|
–
|
-$433K
|
-15,259
|
Closed
|
|
|
41
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
–
|
-$278K
|
-9,814
|
Closed
|
|
|
42
|
Ritholtz Wealth Management
New York
|
–
|
-$240K
|
-8,448
|
Closed
|
|
|
43
|
Orion Capital Management
Coronado,
California
|
–
|
-$57.4K
|
-2,025
|
Closed
|
|
|
44
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
–
|
-$15.5K
|
-548
|
Closed
|
|
|
45
|
UBS Group
Zurich,
Switzerland
|
–
|
-$1.08K
|
-38
|
Closed
|
|
