|
51
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$164K
|
–
|
–
|
–
|
|
|
52
|
UBS Group
Zurich,
Switzerland
|
$99K
|
+$97K
|
+3,316
|
New
|
|
|
53
|
|
$97K
|
–
|
–
|
–
|
|
|
54
|
Hoover Financial Advisors
Malvern,
Pennsylvania
|
$89K
|
–
|
–
|
–
|
|
|
55
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$60.1K
|
–
|
–
|
–
|
|
|
56
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$52K
|
–
|
–
|
–
|
|
|
57
|
Valeo Financial Advisors
Carmel,
Indiana
|
$52K
|
–
|
–
|
–
|
|
|
58
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$46K
|
+$45.2K
|
+1,545
|
New
|
|
|
59
|
Next Financial Group
Houston,
Texas
|
$44K
|
–
|
–
|
–
|
|
|
60
|
Sutton Wealth Advisors
Tampa,
Florida
|
$33.2K
|
–
|
–
|
–
|
|
|
61
|
Better Money Decisions
Santa Fe,
New Mexico
|
$31K
|
+$30.9K
|
+1,055
|
New
|
|
|
62
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$28K
|
–
|
–
|
–
|
|
|
63
|
Orion Capital Management
Coronado,
California
|
$27K
|
–
|
–
|
–
|
|
|
64
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$15K
|
–
|
–
|
–
|
|
|
65
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$14K
|
-$2.53M
|
-86,378
|
-99%
|
|
|
66
|
Larson Financial Group
St Louis,
Missouri
|
$11K
|
-$39.2K
|
-1,340
|
-78%
|
|
|
67
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$6K
|
+$6.09K
|
+208
|
New
|
|
|
68
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$5K
|
–
|
–
|
–
|
|
|
69
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$17.7M
|
-611,045
|
Closed
|
|
|
70
|
|
–
|
-$977K
|
-33,698
|
Closed
|
|
|
71
|
Tradition Wealth Management
Edina,
Minnesota
|
–
|
-$971K
|
-33,466
|
Closed
|
|
|
72
|
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
–
|
-$780K
|
-26,905
|
Closed
|
|
|
73
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$428K
|
-14,754
|
Closed
|
|
|
74
|
Gradient Investments
Arden Hills,
Minnesota
|
–
|
-$103K
|
-3,740
|
Closed
|
|
|
75
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
–
|
-$43K
|
-1,487
|
Closed
|
|
