|
26
|
Envestnet Asset Management
Chicago,
Illinois
|
$460K
|
-$894K
|
-27,358
|
-66%
|
|
|
27
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$456K
|
+$12K
|
+368
|
+3%
|
|
|
28
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$414K
|
-$7.78K
|
-238
|
-2%
|
|
|
29
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$373K
|
–
|
–
|
–
|
|
|
30
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$371K
|
+$374K
|
+11,438
|
New
|
|
|
31
|
Sykon Capital
Harrison,
New York
|
$273K
|
-$1.9M
|
-58,162
|
-87%
|
|
|
32
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$270K
|
–
|
–
|
–
|
|
|
33
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$223K
|
-$60.7K
|
-1,858
|
-21%
|
|
|
34
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$213K
|
-$467K
|
-14,299
|
-68%
|
|
|
35
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$209K
|
-$11K
|
-335
|
-5%
|
|
|
36
|
Huntington National Bank
Columbus,
Ohio
|
$120K
|
–
|
–
|
–
|
|
|
37
|
Steward Partners Investment Advisory
New York
|
$118K
|
+$73.8K
|
+2,258
|
+164%
|
|
|
38
|
|
$33K
|
+$20.3K
|
+621
|
+155%
|
|
|
39
|
|
$23.1K
|
+$23.3K
|
+713
|
New
|
|
|
40
|
|
$6.25K
|
–
|
–
|
–
|
|
|
41
|
Financial Perspectives
Minneapolis,
Minnesota
|
$5.33K
|
–
|
–
|
–
|
|
|
42
|
NBC Securities
Birmingham,
Alabama
|
$1.62K
|
–
|
–
|
–
|
|
|
43
|
Financial Designs
Claremont,
California
|
–
|
-$9.24M
|
-286,716
|
Closed
|
|
|
44
|
GeoWealth Management
Chicago,
Illinois
|
–
|
-$8.16M
|
-253,490
|
Closed
|
|
|
45
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
–
|
-$4.21M
|
-130,696
|
Closed
|
|
|
46
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$1.62M
|
-50,162
|
Closed
|
|
|
47
|
Arete Wealth Advisors
Chicago,
Illinois
|
–
|
-$1.29M
|
-39,920
|
Closed
|
|
|
48
|
|
–
|
-$792K
|
-24,582
|
Closed
|
|
|
49
|
Tactive Advisors
Jacksonville,
Florida
|
–
|
-$415K
|
-12,874
|
Closed
|
|
|
50
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
–
|
-$350K
|
-10,851
|
Closed
|
|
