|
51
|
Geneos Wealth Management
Englewood,
Colorado
|
$37K
|
–
|
–
|
–
|
|
|
52
|
Next Financial Group
Houston,
Texas
|
$34K
|
+$3.93K
|
+129
|
+14%
|
|
|
53
|
Fidelity Investments
Boston,
Massachusetts
|
$31K
|
+$29.3K
|
+963
|
+8,025%
|
|
|
54
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$27K
|
–
|
–
|
–
|
|
|
55
|
Biltmore Family Office
Charlotte,
North Carolina
|
$24K
|
–
|
–
|
–
|
|
|
56
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$16K
|
+$16.4K
|
+540
|
New
|
|
|
57
|
Private Ocean
San Rafael,
California
|
$15K
|
–
|
–
|
–
|
|
|
58
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$14K
|
+$12.4K
|
+408
|
New
|
|
|
59
|
Townsend Asset Management
Raleigh,
North Carolina
|
$12K
|
+$11K
|
+360
|
New
|
|
|
60
|
Optimum Investment Advisors
Chicago,
Illinois
|
$11K
|
–
|
–
|
–
|
|
|
61
|
Realta Investment Advisors
Wilmington,
Delaware
|
$9K
|
-$17.3K
|
-567
|
-65%
|
|
|
62
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$9K
|
–
|
–
|
–
|
|
|
63
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$7K
|
–
|
–
|
–
|
|
|
64
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$7K
|
–
|
–
|
–
|
|
|
65
|
Global Retirement Partners
San Rafael,
California
|
$4K
|
–
|
–
|
–
|
|
|
66
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$4K
|
+$3.84K
|
+126
|
New
|
|
|
67
|
Retirement Group
San Diego,
California
|
$4K
|
+$4.2K
|
+138
|
New
|
|
|
68
|
Allred Capital Management
Dallas,
Texas
|
$3.75K
|
+$3.56K
|
+117
|
New
|
|
|
69
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$3K
|
+$3.2K
|
+105
|
New
|
|
|
70
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$2K
|
+$1.83K
|
+60
|
New
|
|
|
71
|
American Portfolios Advisors
Holbrook,
New York
|
$1.08K
|
–
|
–
|
–
|
|
|
72
|
McGuire Investment Group
Wakefield,
Rhode Island
|
–
|
-$344K
|
-12,027
|
Closed
|
|
|
73
|
Avantax Planning Partners
Dubuque,
Iowa
|
–
|
-$306K
|
-10,704
|
Closed
|
|
