|
26
|
Valeo Financial Advisors
Carmel,
Indiana
|
$89K
|
+$78.7K
|
+2,830
|
New
|
|
|
27
|
Steward Partners Investment Advisory
New York
|
$84K
|
+$74K
|
+2,660
|
New
|
|
|
28
|
Creative Financial Designs
Kokomo,
Indiana
|
$71K
|
+$63.1K
|
+2,270
|
New
|
|
|
29
|
Rockefeller Capital Management
New York
|
$53K
|
+$47.6K
|
+1,712
|
New
|
|
|
30
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$30K
|
–
|
–
|
–
|
|
|
31
|
Perigon Wealth Management
San Francisco,
California
|
$25K
|
+$22.2K
|
+800
|
New
|
|
|
32
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$23K
|
–
|
–
|
–
|
|
|
33
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$22K
|
+$19.5K
|
+700
|
New
|
|
|
34
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$20K
|
–
|
–
|
–
|
|
|
35
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$19K
|
–
|
–
|
–
|
|
|
36
|
Geneos Wealth Management
Englewood,
Colorado
|
$14K
|
+$10.6K
|
+382
|
New
|
|
|
37
|
Montag & Associates
Atlanta,
Georgia
|
$14K
|
+$12K
|
+431
|
New
|
|
|
38
|
Wells Fargo
San Francisco,
California
|
$13K
|
+$11.3K
|
+407
|
New
|
|
|
39
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$12K
|
–
|
–
|
–
|
|
|
40
|
Accel Wealth Management
Waverly,
Iowa
|
$10K
|
+$8.65K
|
+311
|
New
|
|
|
41
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$9K
|
–
|
–
|
–
|
|
|
42
|
Advisornet Financial
Minnetonka,
Minnesota
|
$6K
|
–
|
–
|
–
|
|
|
43
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$6K
|
–
|
–
|
–
|
|
|
44
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$3K
|
+$2.78K
|
+100
|
New
|
|
|
45
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$2K
|
–
|
–
|
–
|
|
|
46
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$2K
|
–
|
–
|
–
|
|
|
47
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2K
|
–
|
–
|
–
|
|
|
48
|
|
–
|
-$694K
|
-29,000
|
Closed
|
|
|
49
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
–
|
-$12K
|
-500
|
Closed
|
|
|
50
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
–
|
-$6K
|
-230
|
Closed
|
|
