|
26
|
Arax Advisory Partners
Denver,
Colorado
|
$287K
|
–
|
–
|
–
|
|
|
27
|
TFO Wealth Partners
Maumee,
Ohio
|
$270K
|
+$266K
|
+8,977
|
New
|
|
|
28
|
Nikulski Financial
Bettendorf,
Iowa
|
$257K
|
–
|
–
|
–
|
|
|
29
|
World Investment Advisors
Santa Barbara,
California
|
$251K
|
-$26.7K
|
-900
|
-10%
|
|
|
30
|
Gill Capital Partners
Denver,
Colorado
|
$214K
|
+$211K
|
+7,130
|
New
|
|
|
31
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$210K
|
–
|
–
|
–
|
|
|
32
|
Tradition Wealth Management
Edina,
Minnesota
|
$208K
|
+$205K
|
+6,924
|
New
|
|
|
33
|
Parkside Investments
Deerfield,
Illinois
|
$204K
|
-$1.67M
|
-56,525
|
-89%
|
|
|
34
|
Envestnet Asset Management
Chicago,
Illinois
|
$200K
|
+$197K
|
+6,651
|
New
|
|
|
35
|
Geneos Wealth Management
Englewood,
Colorado
|
$139K
|
-$8.53K
|
-288
|
-6%
|
|
|
36
|
Sutton Wealth Advisors
Tampa,
Florida
|
$114K
|
–
|
–
|
–
|
|
|
37
|
Firestone Capital Management
Coral Gables,
Florida
|
$109K
|
-$94.8K
|
-3,200
|
-47%
|
|
|
38
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$106K
|
–
|
–
|
–
|
|
|
39
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$94K
|
–
|
–
|
–
|
|
|
40
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$90K
|
–
|
–
|
–
|
|
|
41
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$65K
|
–
|
–
|
–
|
|
|
42
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$61K
|
–
|
–
|
–
|
|
|
43
|
|
$60K
|
+$59.3K
|
+2,000
|
New
|
|
|
44
|
Valeo Financial Advisors
Carmel,
Indiana
|
$54K
|
–
|
–
|
–
|
|
|
45
|
Larson Financial Group
St Louis,
Missouri
|
$51K
|
–
|
–
|
–
|
|
|
46
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$36K
|
-$23.4K
|
-790
|
-39%
|
|
|
47
|
UBS Group
Zurich,
Switzerland
|
$31K
|
-$6.61K
|
-223
|
-18%
|
|
|
48
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$30K
|
–
|
–
|
–
|
|
|
49
|
Whittier Trust
South Pasadena,
California
|
$24K
|
+$23.7K
|
+800
|
New
|
|
|
50
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$14K
|
+$14.3K
|
+482
|
New
|
|
