|
51
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$583K
|
-$260K
|
-5,222
|
-31%
|
|
|
52
|
Envestnet Asset Management
Chicago,
Illinois
|
$521K
|
-$39.7K
|
-798
|
-7%
|
|
|
53
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$497K
|
-$33.5K
|
-674
|
-6%
|
|
|
54
|
Focused Wealth Management
Newburgh,
New York
|
$496K
|
–
|
–
|
–
|
|
|
55
|
Caprock Group
Boise,
Idaho
|
$437K
|
+$437K
|
+8,799
|
New
|
|
|
56
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$424K
|
+$424K
|
+8,530
|
New
|
|
|
57
|
Riverstone Advisors
New Braunfels,
Texas
|
$412K
|
+$413K
|
+8,300
|
New
|
|
|
58
|
Sepio Capital
Salt Lake City,
Utah
|
$406K
|
–
|
–
|
–
|
|
|
59
|
Trust Investment Advisors
Indianapolis,
Indiana
|
$388K
|
–
|
–
|
–
|
|
|
60
|
First Citizens Financial Corp
Mason City,
Iowa
|
$330K
|
-$101K
|
-2,029
|
-23%
|
|
|
61
|
Harbour Investments
Madison,
Wisconsin
|
$293K
|
–
|
–
|
–
|
|
|
62
|
V Wealth Advisors
Overland Park,
Kansas
|
$278K
|
–
|
–
|
–
|
|
|
63
|
HighTower Advisors
Chicago,
Illinois
|
$259K
|
–
|
–
|
–
|
|
|
64
|
RFG Advisory
Birmingham,
Alabama
|
$249K
|
–
|
–
|
–
|
|
|
65
|
Excalibur Management
Waltham,
Massachusetts
|
$235K
|
+$11.7K
|
+235
|
+5%
|
|
|
66
|
Penserra Capital Management
Orinda,
California
|
$234K
|
+$234K
|
+4,714
|
New
|
|
|
67
|
Spire Wealth Management
Mclean,
Virginia
|
$199K
|
+$199K
|
+4,000
|
New
|
|
|
68
|
Global Retirement Partners
San Rafael,
California
|
$192K
|
–
|
–
|
–
|
|
|
69
|
American Portfolios Advisors
Holbrook,
New York
|
$133K
|
+$68.9K
|
+1,387
|
+107%
|
|
|
70
|
Rockefeller Capital Management
New York
|
$81K
|
+$21.4K
|
+431
|
+36%
|
|
|
71
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$50K
|
+$49.7K
|
+1,000
|
New
|
|
|
72
|
Legacy Bridge
West Des Moines,
Iowa
|
$45K
|
–
|
–
|
–
|
|
|
73
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$20K
|
+$19.6K
|
+395
|
New
|
|
|
74
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$40M
|
-803,698
|
Closed
|
|
|
75
|
|
–
|
-$3.41M
|
-68,618
|
Closed
|
|
