|
26
|
Envestnet Asset Management
Chicago,
Illinois
|
$257K
|
+$11.6K
|
+389
|
+5%
|
|
|
27
|
LPL Financial
San Diego,
California
|
$257K
|
-$4.46K
|
-150
|
-2%
|
|
|
28
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$255K
|
–
|
–
|
–
|
|
|
29
|
KFG Wealth Management
Granger,
Indiana
|
$250K
|
–
|
–
|
–
|
|
|
30
|
MAI Capital Management
Independence,
Ohio
|
$231K
|
-$54.2K
|
-1,824
|
-19%
|
|
|
31
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$224K
|
–
|
–
|
–
|
|
|
32
|
IFP Advisors
Tampa,
Florida
|
$222K
|
–
|
–
|
–
|
|
|
33
|
Gill Capital Partners
Denver,
Colorado
|
$211K
|
–
|
–
|
–
|
|
|
34
|
Belpointe Asset Management
Reno,
Nevada
|
$210K
|
–
|
–
|
–
|
|
|
35
|
William Mack & Associates
Troy,
Michigan
|
$207K
|
–
|
–
|
–
|
|
|
36
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$204K
|
–
|
–
|
–
|
|
|
37
|
CoreCap Advisors
Southfield,
Michigan
|
$153K
|
–
|
–
|
–
|
|
|
38
|
Harbour Investments
Madison,
Wisconsin
|
$129K
|
+$53.4K
|
+1,795
|
+70%
|
|
|
39
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$95.6K
|
–
|
–
|
–
|
|
|
40
|
Steward Partners Investment Advisory
New York
|
$80.9K
|
–
|
–
|
–
|
|
|
41
|
NBC Securities
Birmingham,
Alabama
|
$70.6K
|
–
|
–
|
–
|
|
|
42
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$33.2K
|
–
|
–
|
–
|
|
|
43
|
Creative Financial Designs
Kokomo,
Indiana
|
$29.4K
|
–
|
–
|
–
|
|
|
44
|
Sunbelt Securities
Houston,
Texas
|
$26.2K
|
–
|
–
|
–
|
|
|
45
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$16K
|
–
|
–
|
–
|
|
|
46
|
UBS Group
Zurich,
Switzerland
|
$7.24K
|
+$2.85K
|
+96
|
+64%
|
|
|
47
|
SageView Advisory Group
Newport Beach,
California
|
–
|
-$7.5M
|
-256,618
|
Closed
|
|
|
48
|
Commons Capital
Needham,
Massachusetts
|
–
|
-$1.51M
|
-51,556
|
Closed
|
|
|
49
|
|
–
|
-$731K
|
-25,000
|
Closed
|
|
|
50
|
BCS Wealth Management
Johnson City,
Tennessee
|
–
|
-$363K
|
-12,418
|
Closed
|
|
