|
101
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$236K
|
–
|
–
|
–
|
|
|
102
|
TFO Wealth Partners
Maumee,
Ohio
|
$231K
|
+$92.5K
|
+3,198
|
+69%
|
|
|
103
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$213K
|
–
|
–
|
–
|
|
|
104
|
My Personal CFO LLC
Vancouver,
Washington
|
$206K
|
+$155K
|
+5,364
|
+326%
|
|
|
105
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$204K
|
+$201K
|
+6,940
|
New
|
|
|
106
|
Applied Capital
Little Rock,
Arkansas
|
$202K
|
+$199K
|
+6,873
|
New
|
|
|
107
|
Castleview Partners
Dallas,
Texas
|
$176K
|
-$231
|
-8
|
-0.1%
|
|
|
108
|
Integrity Financial
Cheyenne,
Wyoming
|
$139K
|
-$4.95K
|
-171
|
-3%
|
|
|
109
|
UBS Group
Zurich,
Switzerland
|
$77.3K
|
-$30.9K
|
-1,068
|
-29%
|
|
|
110
|
Sunbelt Securities
Houston,
Texas
|
$68.2K
|
-$400K
|
-13,825
|
-86%
|
|
|
111
|
Steward Partners Investment Advisory
New York
|
$62.7K
|
–
|
–
|
–
|
|
|
112
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$56K
|
-$335K
|
-11,592
|
-86%
|
|
|
113
|
Creative Financial Designs
Kokomo,
Indiana
|
$49.4K
|
–
|
–
|
–
|
|
|
114
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$39.4K
|
+$38.8K
|
+1,340
|
New
|
|
|
115
|
Optimum Investment Advisors
Chicago,
Illinois
|
$29.4K
|
-$43.4K
|
-1,500
|
-60%
|
|
|
116
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$26K
|
–
|
–
|
–
|
|
|
117
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$25.8K
|
+$25.4K
|
+878
|
New
|
|
|
118
|
|
$25.7K
|
–
|
–
|
–
|
|
|
119
|
|
$16.5K
|
+$11.8K
|
+408
|
+267%
|
|
|
120
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$8.83K
|
–
|
–
|
–
|
|
|
121
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$2.35K
|
+$2.31K
|
+80
|
New
|
|
|
122
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
–
|
-$461K
|
-16,409
|
Closed
|
|
|
123
|
BCGM Wealth Management
Lafayette,
Indiana
|
–
|
-$373K
|
-13,300
|
Closed
|
|
|
124
|
Citadel Advisors
Miami,
Florida
|
–
|
-$312K
|
-11,129
|
Closed
|
|
|
125
|
Better Money Decisions
Santa Fe,
New Mexico
|
–
|
-$291K
|
-10,375
|
Closed
|
|
