|
51
|
Caprock Group
Boise,
Idaho
|
$306K
|
–
|
–
|
–
|
|
|
52
|
TFO Wealth Partners
Maumee,
Ohio
|
$291K
|
–
|
–
|
–
|
|
|
53
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$289K
|
–
|
–
|
–
|
|
|
54
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$273K
|
–
|
–
|
–
|
|
|
55
|
Focus Financial Network
Minneapolis,
Minnesota
|
$272K
|
+$14.4K
|
+484
|
+6%
|
|
|
56
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$254K
|
–
|
–
|
–
|
|
|
57
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$207K
|
–
|
–
|
–
|
|
|
58
|
Avalon Capital Management
Port Of Redwood City,
California
|
$207K
|
+$208K
|
+7,015
|
New
|
|
|
59
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$202K
|
+$203K
|
+6,844
|
New
|
|
|
60
|
Sutton Wealth Advisors
Tampa,
Florida
|
$114K
|
-$5.02K
|
-169
|
-4%
|
|
|
61
|
American Portfolios Advisors
Holbrook,
New York
|
$101K
|
–
|
–
|
–
|
|
|
62
|
Rockbridge Investment Management
Syracuse,
New York
|
$101K
|
–
|
–
|
–
|
|
|
63
|
Orion Capital Management
Coronado,
California
|
$96K
|
–
|
–
|
–
|
|
|
64
|
UBS Group
Zurich,
Switzerland
|
$77K
|
+$64.6K
|
+2,173
|
+497%
|
|
|
65
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$71K
|
+$25K
|
+840
|
+54%
|
|
|
66
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$56K
|
-$30
|
-1
|
-0.1%
|
|
|
67
|
|
$24K
|
+$24.2K
|
+815
|
New
|
|
|
68
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$21K
|
–
|
–
|
–
|
|
|
69
|
Advisornet Financial
Minnetonka,
Minnesota
|
$10K
|
–
|
–
|
–
|
|
|
70
|
Better Money Decisions
Santa Fe,
New Mexico
|
$8K
|
–
|
–
|
–
|
|
|
71
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$8K
|
–
|
–
|
–
|
|
|
72
|
Transform Wealth
Greenwood Village,
Colorado
|
–
|
-$8.5M
|
-288,719
|
Closed
|
|
|
73
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$8.29M
|
-281,844
|
Closed
|
|
|
74
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$2.51M
|
-85,353
|
Closed
|
|
|
75
|
Cascadia Advisory Services
Portland,
Oregon
|
–
|
-$2.22M
|
-75,449
|
Closed
|
|
