|
51
|
United Capital Financial Advisors
Irving,
Texas
|
$205K
|
+$206K
|
+4,147
|
New
|
|
|
52
|
Evoke Wealth
Los Angeles,
California
|
$171K
|
+$172K
|
+3,471
|
New
|
|
|
53
|
IFP Advisors
Tampa,
Florida
|
$148K
|
+$18.7K
|
+377
|
+14%
|
|
|
54
|
Newton One Investments
Newark,
Delaware
|
$109K
|
+$1.29K
|
+26
|
+1%
|
|
|
55
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$108K
|
–
|
–
|
–
|
|
|
56
|
American Portfolios Advisors
Holbrook,
New York
|
$108K
|
–
|
–
|
–
|
|
|
57
|
AllSquare Wealth Management
Albany,
New York
|
$96K
|
–
|
–
|
–
|
|
|
58
|
Geneos Wealth Management
Englewood,
Colorado
|
$74K
|
+$15.2K
|
+305
|
+26%
|
|
|
59
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$55K
|
+$99
|
+2
|
+0.2%
|
|
|
60
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$52K
|
–
|
–
|
–
|
|
|
61
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$49K
|
–
|
–
|
–
|
|
|
62
|
Rockefeller Capital Management
New York
|
$40K
|
+$40.5K
|
+816
|
New
|
|
|
63
|
US Bancorp
Minneapolis,
Minnesota
|
$33K
|
–
|
–
|
–
|
|
|
64
|
Fidelity Investments
Boston,
Massachusetts
|
$33K
|
+$33.8K
|
+681
|
+68,100%
|
|
|
65
|
Ancora Advisors
Cleveland,
Ohio
|
$28K
|
–
|
–
|
–
|
|
|
66
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$28K
|
–
|
–
|
–
|
|
|
67
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$27K
|
–
|
–
|
–
|
|
|
68
|
Harbour Investments
Madison,
Wisconsin
|
$22K
|
+$248
|
+5
|
+1%
|
|
|
69
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$17K
|
–
|
–
|
–
|
|
|
70
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$12K
|
–
|
–
|
–
|
|
|
71
|
|
$12K
|
+$11.9K
|
+239
|
New
|
|
|
72
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$7K
|
-$248
|
-5
|
-3%
|
|
|
73
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$4K
|
–
|
–
|
–
|
|
|
74
|
Spire Wealth Management
Mclean,
Virginia
|
$2K
|
–
|
–
|
–
|
|
|
75
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$1K
|
+$50
|
+1
|
+5%
|
|
