|
26
|
Private Advisor Group
Morristown,
New Jersey
|
$216K
|
+$213K
|
+2,238
|
New
|
|
|
27
|
Purus Wealth Management
Newport Beach,
California
|
$213K
|
–
|
–
|
–
|
|
|
28
|
Envestnet Asset Management
Chicago,
Illinois
|
$208K
|
+$205K
|
+2,156
|
New
|
|
|
29
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$110K
|
–
|
–
|
–
|
|
|
30
|
Spire Wealth Management
Mclean,
Virginia
|
$103K
|
-$13.5K
|
-142
|
-12%
|
|
|
31
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$94K
|
+$92.4K
|
+970
|
New
|
|
|
32
|
US Bancorp
Minneapolis,
Minnesota
|
$76K
|
–
|
–
|
–
|
|
|
33
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$68K
|
+$18.2K
|
+191
|
+38%
|
|
|
34
|
Avior Wealth Management
Omaha,
Nebraska
|
$53K
|
–
|
–
|
–
|
|
|
35
|
Fidelity Investments
Boston,
Massachusetts
|
$48K
|
+$19.7K
|
+207
|
+72%
|
|
|
36
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$39K
|
+$38.5K
|
+404
|
New
|
|
|
37
|
AllSquare Wealth Management
Albany,
New York
|
$33K
|
–
|
–
|
–
|
|
|
38
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$19K
|
+$19.5K
|
+205
|
New
|
|
|
39
|
Bogart Wealth LLC
Mclean,
Virginia
|
$16K
|
+$95
|
+1
|
+0.6%
|
|
|
40
|
KRS Capital Management
Bloomfield,
Michigan
|
$12K
|
+$12.4K
|
+130
|
New
|
|
|
41
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$8K
|
–
|
–
|
–
|
|
|
42
|
SOA Wealth Advisors
New York
|
$3K
|
–
|
–
|
–
|
|
|
43
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$2K
|
–
|
–
|
–
|
|
|
44
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.93K
|
–
|
–
|
–
|
|
|
45
|
|
$1K
|
+$857
|
+9
|
New
|
|
|
46
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$7.03M
|
-77,102
|
Closed
|
|
|
47
|
IMC Chicago
Chicago,
Illinois
|
–
|
-$3.94M
|
-43,299
|
Closed
|
|
|
48
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
–
|
-$342K
|
-3,756
|
Closed
|
|
|
49
|
Harbour Investments
Madison,
Wisconsin
|
–
|
-$41K
|
-452
|
Closed
|
|
|
50
|
Ironwood Financial
Tucson,
Arizona
|
–
|
-$8K
|
-85
|
Closed
|
|
