|
1
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$4.66M
|
+$2.41M
|
+183,487
|
+107%
|
|
|
2
|
JBF Capital
Aspen,
Colorado
|
$2.08M
|
+$2.1M
|
+160,000
|
New
|
|
|
3
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.13M
|
-$42.8K
|
-3,257
|
-4%
|
|
|
4
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$566K
|
–
|
–
|
–
|
|
|
5
|
Rockefeller Capital Management
New York
|
$509K
|
+$19.3K
|
+1,468
|
+4%
|
|
|
6
|
Steward Partners Investment Advisory
New York
|
$486K
|
-$1.11M
|
-84,519
|
-69%
|
|
|
7
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$430K
|
–
|
–
|
–
|
|
|
8
|
|
$356K
|
-$988K
|
-75,179
|
-73%
|
|
|
9
|
Encompass Wealth Advisors
Portland,
Oregon
|
$299K
|
–
|
–
|
–
|
|
|
10
|
Raymond James Trust
St. Petersburg,
Florida
|
$291K
|
–
|
–
|
–
|
|
|
11
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$236K
|
-$604
|
-46
|
-0.3%
|
|
|
12
|
Advisory Services Network
Atlanta,
Georgia
|
$120K
|
–
|
–
|
–
|
|
|
13
|
Avior Wealth Management
Omaha,
Nebraska
|
$114K
|
-$30.1K
|
-2,292
|
-21%
|
|
|
14
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$100K
|
–
|
–
|
–
|
|
|
15
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$43.1K
|
+$42.2K
|
+3,215
|
New
|
|
|
16
|
Spire Wealth Management
Mclean,
Virginia
|
$13.9K
|
+$14.1K
|
+1,070
|
New
|
|
|
17
|
Parallel Advisors
San Francisco,
California
|
$10.7K
|
–
|
–
|
–
|
|
|
18
|
Creative Financial Designs
Kokomo,
Indiana
|
$40
|
–
|
–
|
–
|
|
|
19
|
|
–
|
-$37.7M
|
-2,869,666
|
Closed
|
|
|
20
|
Allspring Global Investments
Charlotte,
North Carolina
|
–
|
-$17.2M
|
-1,313,705
|
Closed
|
|
|
21
|
Icon Advisers
Greenwood Village,
Colorado
|
–
|
-$8.38M
|
-638,682
|
Closed
|
|
|
22
|
Guggenheim Capital
Chicago,
Illinois
|
–
|
-$7.94M
|
-605,427
|
Closed
|
|
|
23
|
Almitas Capital
Santa Monica,
California
|
–
|
-$5.83M
|
-444,384
|
Closed
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
–
|
-$5.62M
|
-428,171
|
Closed
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$5.36M
|
-408,646
|
Closed
|
|
