|
101
|
Centric Wealth Management
Chicago,
Illinois
|
$203K
|
+$193K
|
+6,903
|
New
|
|
|
102
|
|
$176K
|
+$168K
|
+6,001
|
New
|
|
|
103
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$153K
|
+$141K
|
+5,035
|
New
|
|
|
104
|
Wells Fargo
San Francisco,
California
|
$114K
|
–
|
–
|
–
|
|
|
105
|
Geneos Wealth Management
Englewood,
Colorado
|
$110K
|
-$2.41M
|
-86,233
|
-96%
|
|
|
106
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$75K
|
–
|
–
|
–
|
|
|
107
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$75K
|
–
|
–
|
–
|
|
|
108
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$55K
|
–
|
–
|
–
|
|
|
109
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$39K
|
+$37.6K
|
+1,343
|
New
|
|
|
110
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$32K
|
-$11K
|
-394
|
-26%
|
|
|
111
|
William Blair & Company
Chicago,
Illinois
|
$31K
|
–
|
–
|
–
|
|
|
112
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$29K
|
-$12.9K
|
-463
|
-32%
|
|
|
113
|
LifePlan Financial Group
Dayton,
Ohio
|
$29K
|
–
|
–
|
–
|
|
|
114
|
Valeo Financial Advisors
Carmel,
Indiana
|
$27K
|
+$25.8K
|
+924
|
New
|
|
|
115
|
SignatureFD
Atlanta,
Georgia
|
$24K
|
-$10.2K
|
-366
|
-31%
|
|
|
116
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$24K
|
+$10.3K
|
+368
|
+82%
|
|
|
117
|
Weaver Consulting Group
Huntington Beach,
California
|
$19K
|
–
|
–
|
–
|
|
|
118
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$18.6K
|
-$71.9K
|
-2,573
|
-80%
|
|
|
119
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$17K
|
+$16.2K
|
+581
|
New
|
|
|
120
|
American Portfolios Advisors
Holbrook,
New York
|
$12.7K
|
-$11.2K
|
-400
|
-48%
|
|
|
121
|
Campbell Wealth Management
Alexandria,
Virginia
|
$9K
|
+$8.33K
|
+298
|
New
|
|
|
122
|
CVA Family Office
Denver,
Colorado
|
$6K
|
+$5.93K
|
+212
|
New
|
|
|
123
|
Allworth Financial
Folsom,
California
|
$4K
|
+$56
|
+2
|
+1%
|
|
|
124
|
Donoghue Forlines
Boston,
Massachusetts
|
–
|
-$14M
|
-541,935
|
Closed
|
|
|
125
|
Citadel Advisors
Miami,
Florida
|
–
|
-$6.75M
|
-261,016
|
Closed
|
|
