|
26
|
United Capital Financial Advisors
Irving,
Texas
|
$583K
|
+$522K
|
+11,288
|
New
|
|
|
27
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$580K
|
+$519K
|
+11,228
|
New
|
|
|
28
|
Natural Investments
Windsor,
California
|
$502K
|
+$66.8K
|
+1,446
|
+17%
|
|
|
29
|
Trademark Financial Management
Bloomington,
Minnesota
|
$486K
|
+$120K
|
+2,604
|
+38%
|
|
|
30
|
Mariner
Overland Park,
Kansas
|
$460K
|
+$411K
|
+8,900
|
New
|
|
|
31
|
Cozad Asset Management
Champaign,
Illinois
|
$434K
|
+$152K
|
+3,300
|
+65%
|
|
|
32
|
Bailard
Foster City,
California
|
$413K
|
+$370K
|
+8,000
|
New
|
|
|
33
|
GeoWealth Management
Chicago,
Illinois
|
$405K
|
+$362K
|
+7,835
|
New
|
|
|
34
|
SigFig Wealth Management
San Francisco,
California
|
$385K
|
+$347K
|
+7,516
|
New
|
|
|
35
|
PFG Investments
Woodbury,
New York
|
$346K
|
+$310K
|
+6,701
|
New
|
|
|
36
|
Bank of New York Mellon
New York
|
$328K
|
+$294K
|
+6,358
|
New
|
|
|
37
|
Spinnaker Investment Group
Newport Beach,
California
|
$318K
|
+$878
|
+19
|
+0.3%
|
|
|
38
|
Merit Financial Group
Alpharetta,
Georgia
|
$309K
|
+$276K
|
+5,972
|
New
|
|
|
39
|
Brookstone Capital Management
Wheaton,
Illinois
|
$301K
|
+$269K
|
+5,819
|
New
|
|
|
40
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$297K
|
+$266K
|
+5,762
|
New
|
|
|
41
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$270K
|
–
|
–
|
–
|
|
|
42
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$268K
|
+$239K
|
+5,180
|
New
|
|
|
43
|
MGO One Seven
Beachwood,
Ohio
|
$224K
|
+$200K
|
+4,339
|
New
|
|
|
44
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$221K
|
-$87.4K
|
-1,891
|
-31%
|
|
|
45
|
Steward Partners Investment Advisory
New York
|
$200K
|
+$179K
|
+3,867
|
New
|
|
|
46
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$157K
|
+$141K
|
+3,043
|
New
|
|
|
47
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$130K
|
+$116K
|
+2,511
|
New
|
|
|
48
|
Fidelity Investments
Boston,
Massachusetts
|
$115K
|
+$100K
|
+2,170
|
+3,391%
|
|
|
49
|
Arax Advisory Partners
Denver,
Colorado
|
$77.5K
|
–
|
–
|
–
|
|
|
50
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$76K
|
+$68.4K
|
+1,481
|
New
|
|
