|
51
|
Sutton Wealth Advisors
Tampa,
Florida
|
$319K
|
–
|
–
|
–
|
|
|
52
|
TFO Wealth Partners
Maumee,
Ohio
|
$287K
|
–
|
–
|
–
|
|
|
53
|
Alera Investment Advisors
Deerfield,
Illinois
|
$281K
|
-$1.62K
|
-51
|
-0.6%
|
|
|
54
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$280K
|
–
|
–
|
–
|
|
|
55
|
Collective Family Office
York,
Pennsylvania
|
$258K
|
–
|
–
|
–
|
|
|
56
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
|
$238K
|
+$235K
|
+7,396
|
New
|
|
|
57
|
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
$203K
|
+$200K
|
+6,290
|
New
|
|
|
58
|
Orion Capital Management
Coronado,
California
|
$190K
|
–
|
–
|
–
|
|
|
59
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$153K
|
-$10.1K
|
-316
|
-6%
|
|
|
60
|
Dixon Hughes Goodman Wealth Advisors
Asheville,
North Carolina
|
$138K
|
+$137K
|
+4,295
|
New
|
|
|
61
|
Geneos Wealth Management
Englewood,
Colorado
|
$136K
|
-$9.54K
|
-300
|
-7%
|
|
|
62
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$132K
|
–
|
–
|
–
|
|
|
63
|
Optimum Investment Advisors
Chicago,
Illinois
|
$129K
|
–
|
–
|
–
|
|
|
64
|
Elmwood Wealth Management
Berkeley,
California
|
$106K
|
+$105K
|
+3,300
|
New
|
|
|
65
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$78K
|
–
|
–
|
–
|
|
|
66
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$73K
|
–
|
–
|
–
|
|
|
67
|
|
$64K
|
–
|
–
|
–
|
|
|
68
|
UBS Group
Zurich,
Switzerland
|
$49K
|
+$3.44K
|
+108
|
+8%
|
|
|
69
|
Spire Wealth Management
Mclean,
Virginia
|
$31K
|
–
|
–
|
–
|
|
|
70
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$19K
|
–
|
–
|
–
|
|
|
71
|
Wells Fargo
San Francisco,
California
|
$12K
|
–
|
–
|
–
|
|
|
72
|
AllSquare Wealth Management
Albany,
New York
|
$11K
|
–
|
–
|
–
|
|
|
73
|
Koshinski Asset Management
Decatur,
Illinois
|
$6.12K
|
–
|
–
|
–
|
|
|
74
|
Wolff Wiese Magana
Carslbad,
California
|
$5K
|
–
|
–
|
–
|
|
|
75
|
Advisory Alpha
Holland,
Michigan
|
–
|
-$1.81M
|
-58,446
|
Closed
|
|
