|
51
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$89K
|
–
|
–
|
–
|
|
|
52
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$86K
|
+$78
|
+2
|
+0.1%
|
|
|
53
|
AllSquare Wealth Management
Albany,
New York
|
$79K
|
–
|
–
|
–
|
|
|
54
|
Private Advisor Group
Morristown,
New Jersey
|
$79K
|
+$75.3K
|
+1,927
|
New
|
|
|
55
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$49K
|
–
|
–
|
–
|
|
|
56
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$43K
|
–
|
–
|
–
|
|
|
57
|
Geneos Wealth Management
Englewood,
Colorado
|
$30K
|
-$3.91K
|
-100
|
-12%
|
|
|
58
|
US Bancorp
Minneapolis,
Minnesota
|
$29K
|
–
|
–
|
–
|
|
|
59
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$23K
|
-$15.8K
|
-405
|
-42%
|
|
|
60
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$22K
|
–
|
–
|
–
|
|
|
61
|
William Blair & Company
Chicago,
Illinois
|
$22K
|
–
|
–
|
–
|
|
|
62
|
FSA Wealth Management
Needham,
Massachusetts
|
$16K
|
–
|
–
|
–
|
|
|
63
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$14K
|
–
|
–
|
–
|
|
|
64
|
Keebeck Wealth Management
Chicago,
Illinois
|
$14K
|
+$14.1K
|
+360
|
New
|
|
|
65
|
Duncker Streett & Co
St. Louis,
Missouri
|
$12K
|
+$117
|
+3
|
+1%
|
|
|
66
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$11K
|
–
|
–
|
–
|
|
|
67
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$10K
|
+$9.18K
|
+235
|
New
|
|
|
68
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$5K
|
–
|
–
|
–
|
|
|
69
|
|
$4K
|
–
|
–
|
–
|
|
|
70
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$1K
|
–
|
–
|
–
|
|
|
71
|
Disciplined Investments
Tulsa,
Oklahoma
|
$1K
|
+$1.41K
|
+36
|
New
|
|
|
72
|
Beacon Financial Group
Dallas,
Texas
|
–
|
-$4.44M
|
-194,261
|
Closed
|
|
|
73
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
–
|
-$1.88M
|
-51,000
|
Closed
|
|
|
74
|
Biltmore Family Office
Charlotte,
North Carolina
|
–
|
-$462K
|
-12,500
|
Closed
|
|
|
75
|
Smith, Moore & Co
Clayton,
Missouri
|
–
|
-$371K
|
-10,039
|
Closed
|
|
