|
26
|
Personal CFO Solutions
Chester,
New Jersey
|
$253K
|
+$211K
|
+8,000
|
New
|
|
|
27
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$218K
|
+$14.2K
|
+539
|
+8%
|
|
|
28
|
Ascension Capital Advisors
Houston,
Texas
|
$208K
|
+$174K
|
+6,600
|
New
|
|
|
29
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$208K
|
+$174K
|
+6,600
|
New
|
|
|
30
|
American Portfolios Advisors
Holbrook,
New York
|
$187K
|
+$51.8K
|
+1,963
|
+49%
|
|
|
31
|
Cetera Advisor Networks
El Segundo,
California
|
$179K
|
+$149K
|
+5,656
|
New
|
|
|
32
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$116K
|
+$96.8K
|
+3,670
|
New
|
|
|
33
|
Belpointe Asset Management
Reno,
Nevada
|
$107K
|
+$88.8K
|
+3,370
|
New
|
|
|
34
|
Private Advisor Group
Morristown,
New Jersey
|
$105K
|
+$87.8K
|
+3,330
|
New
|
|
|
35
|
Harvest Fund Management
Beijing,
China
|
$74K
|
+$60.4K
|
+2,291
|
New
|
|
|
36
|
Steward Partners Investment Advisory
New York
|
$66K
|
+$49.2K
|
+1,865
|
+848%
|
|
|
37
|
Penserra Capital Management
Orinda,
California
|
$34K
|
+$29.1K
|
+1,104
|
New
|
|
|
38
|
Main Management
San Francisco,
California
|
$30K
|
+$24.9K
|
+943
|
New
|
|
|
39
|
UBS Group
Zurich,
Switzerland
|
$15K
|
-$12.7K
|
-482
|
-51%
|
|
|
40
|
Wells Fargo
San Francisco,
California
|
$10K
|
–
|
–
|
–
|
|
|
41
|
IFP Advisors
Tampa,
Florida
|
$8K
|
+$6.86K
|
+260
|
New
|
|
|
42
|
Advisornet Financial
Minnetonka,
Minnesota
|
$3K
|
+$2.32K
|
+88
|
New
|
|
|
43
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$3K
|
+$2.37K
|
+90
|
New
|
|
|
44
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
45
|
Howe & Rusling
Rochester,
New York
|
$1K
|
+$1.05K
|
+40
|
New
|
|
|
46
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.18M
|
-58,084
|
Closed
|
|
|
47
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
–
|
-$6K
|
-310
|
Closed
|
|
|
48
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
–
|
-$3K
|
-147
|
Closed
|
|
