|
51
|
Alera Investment Advisors
Deerfield,
Illinois
|
$273K
|
+$36.7K
|
+1,171
|
+15%
|
|
|
52
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$270K
|
–
|
–
|
–
|
|
|
53
|
Collective Family Office
York,
Pennsylvania
|
$248K
|
–
|
–
|
–
|
|
|
54
|
Orion Capital Management
Coronado,
California
|
$183K
|
–
|
–
|
–
|
|
|
55
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$157K
|
–
|
–
|
–
|
|
|
56
|
Geneos Wealth Management
Englewood,
Colorado
|
$142K
|
–
|
–
|
–
|
|
|
57
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$127K
|
–
|
–
|
–
|
|
|
58
|
Optimum Investment Advisors
Chicago,
Illinois
|
$124K
|
-$31.4K
|
-1,000
|
-20%
|
|
|
59
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$76K
|
-$31.4K
|
-1,000
|
-29%
|
|
|
60
|
Firestone Capital Management
Coral Gables,
Florida
|
$72K
|
–
|
–
|
–
|
|
|
61
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$70K
|
+$24.9K
|
+795
|
+54%
|
|
|
62
|
|
$62K
|
–
|
–
|
–
|
|
|
63
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$44K
|
+$7.34K
|
+234
|
+20%
|
|
|
64
|
UBS Group
Zurich,
Switzerland
|
$44K
|
+$44.5K
|
+1,420
|
New
|
|
|
65
|
Better Money Decisions
Santa Fe,
New Mexico
|
$42K
|
–
|
–
|
–
|
|
|
66
|
Sterling Financial Planning
Sparta,
New Jersey
|
$32K
|
+$972
|
+31
|
+3%
|
|
|
67
|
Spire Wealth Management
Mclean,
Virginia
|
$30K
|
–
|
–
|
–
|
|
|
68
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$19K
|
–
|
–
|
–
|
|
|
69
|
AllSquare Wealth Management
Albany,
New York
|
$11K
|
–
|
–
|
–
|
|
|
70
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$11K
|
–
|
–
|
–
|
|
|
71
|
Next Financial Group
Houston,
Texas
|
$11K
|
–
|
–
|
–
|
|
|
72
|
Wells Fargo
San Francisco,
California
|
$11K
|
–
|
–
|
–
|
|
|
73
|
Koshinski Asset Management
Decatur,
Illinois
|
$5.9K
|
+$5.96K
|
+190
|
New
|
|
|
74
|
Wolff Wiese Magana
Carslbad,
California
|
$5K
|
–
|
–
|
–
|
|
|
75
|
Transform Wealth
Greenwood Village,
Colorado
|
–
|
-$27.4M
|
-883,521
|
Closed
|
|
