|
26
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$235K
|
+$232K
|
+8,058
|
New
|
|
|
27
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$203K
|
+$202K
|
+7,002
|
New
|
|
|
28
|
Firestone Capital Management
Coral Gables,
Florida
|
$198K
|
+$86.3K
|
+2,995
|
+78%
|
|
|
29
|
Geneos Wealth Management
Englewood,
Colorado
|
$139K
|
–
|
–
|
–
|
|
|
30
|
Sutton Wealth Advisors
Tampa,
Florida
|
$110K
|
–
|
–
|
–
|
|
|
31
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$102K
|
+$63.2K
|
+2,194
|
+165%
|
|
|
32
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$91K
|
–
|
–
|
–
|
|
|
33
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$85K
|
+$84.7K
|
+2,940
|
New
|
|
|
34
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$62K
|
+$62K
|
+2,152
|
New
|
|
|
35
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$59K
|
+$38K
|
+1,318
|
+183%
|
|
|
36
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$58K
|
–
|
–
|
–
|
|
|
37
|
Valeo Financial Advisors
Carmel,
Indiana
|
$52K
|
–
|
–
|
–
|
|
|
38
|
Larson Financial Group
St Louis,
Missouri
|
$50K
|
+$37.4K
|
+1,298
|
+318%
|
|
|
39
|
UBS Group
Zurich,
Switzerland
|
$37K
|
+$36.3K
|
+1,260
|
New
|
|
|
40
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$29K
|
–
|
–
|
–
|
|
|
41
|
Elmwood Wealth Management
Berkeley,
California
|
$18K
|
–
|
–
|
–
|
|
|
42
|
AllSquare Wealth Management
Albany,
New York
|
$10K
|
–
|
–
|
–
|
|
|
43
|
Next Financial Group
Houston,
Texas
|
$10K
|
+$10.3K
|
+357
|
New
|
|
|
44
|
Transform Wealth
Greenwood Village,
Colorado
|
–
|
-$16.1M
|
-573,068
|
Closed
|
|
|
45
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$1.75M
|
-62,151
|
Closed
|
|
|
46
|
|
–
|
-$538K
|
-19,199
|
Closed
|
|
|
47
|
|
–
|
-$363K
|
-12,935
|
Closed
|
|
|
48
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$311K
|
-11,066
|
Closed
|
|
