|
51
|
CVA Family Office
Denver,
Colorado
|
$120K
|
–
|
–
|
–
|
|
|
52
|
Franklin Resources
San Mateo,
California
|
$116K
|
–
|
–
|
–
|
|
|
53
|
Fidelity Investments
Boston,
Massachusetts
|
$88K
|
-$104K
|
-2,280
|
-54%
|
|
|
54
|
Geneos Wealth Management
Englewood,
Colorado
|
$80K
|
–
|
–
|
–
|
|
|
55
|
Toth Financial Advisory
Leesburg,
Virginia
|
$79K
|
+$52.6K
|
+1,152
|
+202%
|
|
|
56
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$66K
|
+$66.7K
|
+1,461
|
New
|
|
|
57
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$44K
|
–
|
–
|
–
|
|
|
58
|
Private Capital Group
West Hartford,
Connecticut
|
$41K
|
-$17.8K
|
-390
|
-30%
|
|
|
59
|
Sterling Financial Planning
Sparta,
New Jersey
|
$36K
|
-$20.8K
|
-456
|
-37%
|
|
|
60
|
FourThought Financial
Venice,
Florida
|
$36K
|
–
|
–
|
–
|
|
|
61
|
Biltmore Family Office
Charlotte,
North Carolina
|
$34K
|
–
|
–
|
–
|
|
|
62
|
Optimum Investment Advisors
Chicago,
Illinois
|
$27K
|
–
|
–
|
–
|
|
|
63
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$23K
|
+$23.7K
|
+519
|
New
|
|
|
64
|
Private Ocean
San Rafael,
California
|
$21K
|
–
|
–
|
–
|
|
|
65
|
Valeo Financial Advisors
Carmel,
Indiana
|
$19K
|
–
|
–
|
–
|
|
|
66
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$16K
|
–
|
–
|
–
|
|
|
67
|
AllSquare Wealth Management
Albany,
New York
|
$11K
|
–
|
–
|
–
|
|
|
68
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$11K
|
–
|
–
|
–
|
|
|
69
|
Manchester Financial
Westlake Village,
California
|
$11K
|
+$11.4K
|
+249
|
New
|
|
|
70
|
Key Financial Inc
West Chester,
Pennsylvania
|
$10K
|
–
|
–
|
–
|
|
|
71
|
Versant Capital Management
Phoenix,
Arizona
|
$10K
|
+$10.3K
|
+225
|
New
|
|
|
72
|
Bartlett & Co
Cincinnati,
Ohio
|
$9K
|
–
|
–
|
–
|
|
|
73
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$8.93K
|
–
|
–
|
–
|
|
|
74
|
Next Financial Group
Houston,
Texas
|
$6K
|
-$42.7K
|
-936
|
-88%
|
|
|
75
|
Retirement Group
San Diego,
California
|
$6K
|
–
|
–
|
–
|
|
