|
26
|
Stephens Consulting
Flint,
Michigan
|
$360K
|
+$69.6K
|
+2,257
|
+21%
|
|
|
27
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$342K
|
-$48.3K
|
-1,565
|
-11%
|
|
|
28
|
|
$287K
|
+$321K
|
+10,416
|
New
|
|
|
29
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$274K
|
+$306K
|
+9,930
|
New
|
|
|
30
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$261K
|
+$20.3K
|
+658
|
+7%
|
|
|
31
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$259K
|
–
|
–
|
–
|
|
|
32
|
|
$230K
|
+$257K
|
+8,330
|
New
|
|
|
33
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$223K
|
+$249K
|
+8,091
|
New
|
|
|
34
|
Spreng Capital Management
Bucyrus,
Ohio
|
$220K
|
-$113K
|
-3,676
|
-31%
|
|
|
35
|
Belpointe Asset Management
Reno,
Nevada
|
$220K
|
+$246K
|
+7,968
|
New
|
|
|
36
|
Osaic Holdings
Scottsdale,
Arizona
|
$200K
|
+$177K
|
+5,737
|
+379%
|
|
|
37
|
Advisornet Financial
Minnetonka,
Minnesota
|
$118K
|
+$98.7K
|
+3,200
|
+296%
|
|
|
38
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$96.5K
|
–
|
–
|
–
|
|
|
39
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$64K
|
+$72.1K
|
+2,340
|
New
|
|
|
40
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$59K
|
+$19.4K
|
+630
|
+42%
|
|
|
41
|
Anchor Investment Management
Columbia,
South Carolina
|
$49.5K
|
+$55.3K
|
+1,795
|
New
|
|
|
42
|
UBS Group
Zurich,
Switzerland
|
$46K
|
+$52K
|
+1,687
|
New
|
|
|
43
|
Private Trust Company
Cleveland,
Ohio
|
$44K
|
+$49.1K
|
+1,591
|
New
|
|
|
44
|
Harbour Investments
Madison,
Wisconsin
|
$30K
|
+$33.5K
|
+1,086
|
New
|
|
|
45
|
Asset Dedication LLC
San Francisco,
California
|
$14K
|
–
|
–
|
–
|
|
|
46
|
O'Dell Group
Cincinnati,
Ohio
|
$6K
|
–
|
–
|
–
|
|
|
47
|
ACG Wealth
Atlanta,
Georgia
|
$6K
|
+$7.09K
|
+230
|
New
|
|
|
48
|
Fidelity Investments
Boston,
Massachusetts
|
$2K
|
-$1.76K
|
-57
|
-42%
|
|
|
49
|
Marotta Asset Management
Charlottesville,
Virginia
|
–
|
-$234K
|
-6,856
|
Closed
|
|
|
50
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
–
|
-$234K
|
-6,845
|
Closed
|
|
