|
26
|
World Investment Advisors
Santa Barbara,
California
|
$266K
|
+$246K
|
+9,145
|
New
|
|
|
27
|
Citadel Advisors
Miami,
Florida
|
$250K
|
+$240K
|
+8,923
|
New
|
|
|
28
|
Nikulski Financial
Bettendorf,
Iowa
|
$239K
|
–
|
–
|
–
|
|
|
29
|
Geneos Wealth Management
Englewood,
Colorado
|
$133K
|
–
|
–
|
–
|
|
|
30
|
Firestone Capital Management
Coral Gables,
Florida
|
$107K
|
+$103K
|
+3,825
|
New
|
|
|
31
|
Sutton Wealth Advisors
Tampa,
Florida
|
$106K
|
+$102K
|
+3,788
|
New
|
|
|
32
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$88K
|
+$84.2K
|
+3,128
|
New
|
|
|
33
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$56K
|
+$54.1K
|
+2,010
|
New
|
|
|
34
|
Valeo Financial Advisors
Carmel,
Indiana
|
$50K
|
+$48.3K
|
+1,792
|
New
|
|
|
35
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$37K
|
–
|
–
|
–
|
|
|
36
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$28K
|
+$10.8K
|
+400
|
+67%
|
|
|
37
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$20K
|
+$19.4K
|
+720
|
New
|
|
|
38
|
Elmwood Wealth Management
Berkeley,
California
|
$18K
|
+$17.5K
|
+650
|
New
|
|
|
39
|
Larson Financial Group
St Louis,
Missouri
|
$11K
|
+$11K
|
+408
|
New
|
|
|
40
|
AllSquare Wealth Management
Albany,
New York
|
$10K
|
+$9.43K
|
+350
|
New
|
|
|
41
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
–
|
-$1.18M
|
-47,351
|
Closed
|
|
|
42
|
Koshinski Asset Management
Decatur,
Illinois
|
–
|
-$442K
|
-17,725
|
Closed
|
|
|
43
|
DWM Financial Group
Palatine,
Illinois
|
–
|
-$309K
|
-12,397
|
Closed
|
|
|
44
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
–
|
-$299K
|
-12,000
|
Closed
|
|
|
45
|
Weaver Consulting Group
Huntington Beach,
California
|
–
|
-$49K
|
-1,967
|
Closed
|
|
|
46
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
–
|
-$2K
|
-100
|
Closed
|
|
