|
26
|
Cabot Wealth Management
Salem,
Massachusetts
|
$260K
|
+$234K
|
+7,009
|
New
|
|
|
27
|
Citadel Advisors
Miami,
Florida
|
$259K
|
+$232K
|
+6,958
|
New
|
|
|
28
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$236K
|
-$48.7K
|
-1,458
|
-19%
|
|
|
29
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$184K
|
–
|
–
|
–
|
|
|
30
|
Geneos Wealth Management
Englewood,
Colorado
|
$144K
|
+$66.6K
|
+1,994
|
+98%
|
|
|
31
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$116K
|
+$65.3K
|
+1,954
|
+168%
|
|
|
32
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$109K
|
-$17.6K
|
-526
|
-15%
|
|
|
33
|
RPG Investment Advisory
Pleasanton,
California
|
$106K
|
–
|
–
|
–
|
|
|
34
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$33K
|
–
|
–
|
–
|
|
|
35
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$32K
|
+$29.1K
|
+872
|
New
|
|
|
36
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$23K
|
–
|
–
|
–
|
|
|
37
|
Manchester Financial
Westlake Village,
California
|
$20K
|
+$1.67K
|
+50
|
+10%
|
|
|
38
|
|
$15K
|
+$13.9K
|
+416
|
New
|
|
|
39
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$14K
|
+$13.4K
|
+400
|
New
|
|
|
40
|
North Star Investment Management
Chicago,
Illinois
|
$13K
|
–
|
–
|
–
|
|
|
41
|
UBS Group
Zurich,
Switzerland
|
$12K
|
+$8.29K
|
+248
|
+335%
|
|
|
42
|
Valeo Financial Advisors
Carmel,
Indiana
|
$5K
|
+$4.28K
|
+128
|
New
|
|
|
43
|
|
$5K
|
+$4.78K
|
+143
|
New
|
|
|
44
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$4K
|
+$3.67K
|
+110
|
New
|
|
|
45
|
Fidelity Investments
Boston,
Massachusetts
|
$2K
|
+$167
|
+5
|
+11%
|
|
|
46
|
|
$1K
|
+$501
|
+15
|
New
|
|
|
47
|
|
–
|
-$1.13M
|
-39,570
|
Closed
|
|
|
48
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
–
|
-$18K
|
-618
|
Closed
|
|
|
49
|
Synovus Financial
Columbus,
Georgia
|
–
|
-$4K
|
-138
|
Closed
|
|
|
50
|
Toth Financial Advisory
Leesburg,
Virginia
|
–
|
-$3K
|
-101
|
Closed
|
|
