|
26
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$158K
|
–
|
–
|
–
|
|
|
27
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$150K
|
+$156K
|
+10,340
|
New
|
|
|
28
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$146K
|
-$11.9K
|
-784
|
-7%
|
|
|
29
|
Wells Fargo
San Francisco,
California
|
$134K
|
-$67.9K
|
-4,486
|
-33%
|
|
|
30
|
Spire Wealth Management
Mclean,
Virginia
|
$126K
|
+$2.42K
|
+160
|
+2%
|
|
|
31
|
Montag & Associates
Atlanta,
Georgia
|
$74.5K
|
–
|
–
|
–
|
|
|
32
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$66.9K
|
–
|
–
|
–
|
|
|
33
|
Webster Bank
Waterbury,
Connecticut
|
$41.7K
|
–
|
–
|
–
|
|
|
34
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$37.8K
|
–
|
–
|
–
|
|
|
35
|
Hollencrest Capital Management
Newport Beach,
California
|
$33.2K
|
-$58.5K
|
-3,865
|
-63%
|
|
|
36
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$31.5K
|
+$31.8K
|
+2,100
|
+2,800%
|
|
|
37
|
Anchor Investment Management
Columbia,
South Carolina
|
$30.4K
|
+$151
|
+10
|
+0.5%
|
|
|
38
|
Wolverine Asset Management
Chicago,
Illinois
|
$24.6K
|
+$25.7K
|
+1,697
|
New
|
|
|
39
|
SOA Wealth Advisors
New York
|
$24.3K
|
–
|
–
|
–
|
|
|
40
|
Geneos Wealth Management
Englewood,
Colorado
|
$17.7K
|
+$3.4K
|
+225
|
+23%
|
|
|
41
|
Tucker Asset Management
Littleton,
Colorado
|
$17.4K
|
+$18.2K
|
+1,200
|
New
|
|
|
42
|
Winch Advisory Services
Appleton,
Wisconsin
|
$16K
|
+$409
|
+27
|
+2%
|
|
|
43
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$5.8K
|
–
|
–
|
–
|
|
|
44
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$2.89K
|
–
|
–
|
–
|
|
|
45
|
|
$1.56K
|
+$1.63K
|
+108
|
New
|
|
|
46
|
Huntington National Bank
Columbus,
Ohio
|
$14
|
–
|
–
|
–
|
|
|
47
|
Shaker Financial Services
Arlington,
Virginia
|
–
|
-$212K
|
-14,035
|
Closed
|
|
|
48
|
Clearview Wealth Advisors
Salem,
Oregon
|
–
|
-$20.4K
|
-1,355
|
Closed
|
|
