|
26
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$676K
|
+$234K
|
+4,409
|
+60%
|
|
|
27
|
Abacus Planning Group
Columbia,
South Carolina
|
$652K
|
+$606K
|
+11,403
|
New
|
|
|
28
|
Perigon Wealth Management
San Francisco,
California
|
$583K
|
+$13.7K
|
+258
|
+3%
|
|
|
29
|
Northwest Wealth Management
Spencer,
Iowa
|
$552K
|
+$513K
|
+9,655
|
New
|
|
|
30
|
Citadel Advisors
Miami,
Florida
|
$361K
|
+$335K
|
+6,306
|
New
|
|
|
31
|
Mutual Advisors
Omaha,
Nebraska
|
$314K
|
+$292K
|
+5,498
|
New
|
|
|
32
|
Tarbox Family Office
Newport Beach,
California
|
$273K
|
-$31.9K
|
-600
|
-11%
|
|
|
33
|
Advisornet Financial
Minnetonka,
Minnesota
|
$258K
|
+$240K
|
+4,516
|
New
|
|
|
34
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$243K
|
+$225K
|
+4,242
|
New
|
|
|
35
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$226K
|
+$210K
|
+3,955
|
New
|
|
|
36
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$134K
|
-$15.6K
|
-294
|
-11%
|
|
|
37
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$129K
|
+$1.01K
|
+19
|
+0.9%
|
|
|
38
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$28K
|
–
|
–
|
–
|
|
|
39
|
|
$3K
|
+$2.82K
|
+53
|
New
|
|
|
40
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
–
|
-$282K
|
-5,213
|
Closed
|
|
|
41
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$2K
|
-33
|
Closed
|
|
