|
26
|
Valeo Financial Advisors
Carmel,
Indiana
|
$34K
|
–
|
–
|
–
|
|
|
27
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$30K
|
–
|
–
|
–
|
|
|
28
|
Tortoise Investment Management
White Plains,
New York
|
$30K
|
–
|
–
|
–
|
|
|
29
|
American Portfolios Advisors
Holbrook,
New York
|
$29.2K
|
–
|
–
|
–
|
|
|
30
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$21K
|
–
|
–
|
–
|
|
|
31
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$19K
|
–
|
–
|
–
|
|
|
32
|
SignatureFD
Atlanta,
Georgia
|
$19K
|
+$20.7K
|
+500
|
New
|
|
|
33
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$17K
|
+$12.4K
|
+300
|
+194%
|
|
|
34
|
IFP Advisors
Tampa,
Florida
|
$14K
|
–
|
–
|
–
|
|
|
35
|
Security National Trust
Wheeling,
West Virginia
|
$11K
|
–
|
–
|
–
|
|
|
36
|
Gradient Investments
Arden Hills,
Minnesota
|
$10K
|
–
|
–
|
–
|
|
|
37
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$9K
|
–
|
–
|
–
|
|
|
38
|
William Blair & Company
Chicago,
Illinois
|
$8K
|
-$124K
|
-3,000
|
-94%
|
|
|
39
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$8K
|
+$8.29K
|
+200
|
New
|
|
|
40
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$4K
|
–
|
–
|
–
|
|
|
41
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
42
|
Westside Investment Management
Santa Monica,
California
|
$10
|
+$11.2K
|
+270
|
New
|
|
|
43
|
McGuire Investment Group
Wakefield,
Rhode Island
|
–
|
-$3.95M
|
-94,997
|
Closed
|
|
|
44
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$758K
|
-18,280
|
Closed
|
|
|
45
|
Level Four Advisory Services
Dallas,
Texas
|
–
|
-$911K
|
-11,985
|
Closed
|
|
|
46
|
Prudent Investors Network
Lake Forest,
California
|
–
|
-$454K
|
-10,924
|
Closed
|
|
|
47
|
Oppenheimer Asset Management
New York
|
–
|
-$408K
|
-9,821
|
Closed
|
|
|
48
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
–
|
-$9K
|
-220
|
Closed
|
|
|
49
|
Carroll Financial Associates
Charlotte,
North Carolina
|
–
|
-$6K
|
-155
|
Closed
|
|
|
50
|
Institute for Wealth Management
Denver,
Colorado
|
–
|
-$3K
|
-75
|
Closed
|
|
