|
26
|
Strategic Blueprint
Atlanta,
Georgia
|
$689K
|
+$689K
|
+6,892
|
New
|
|
|
27
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$675K
|
+$224K
|
+2,240
|
+50%
|
|
|
28
|
Transcend Capital Advisors
Madison,
New Jersey
|
$664K
|
-$23K
|
-230
|
-3%
|
|
|
29
|
Envestnet Asset Management
Chicago,
Illinois
|
$646K
|
–
|
–
|
–
|
|
|
30
|
Matisse Capital
Portland,
Oregon
|
$440K
|
–
|
–
|
–
|
|
|
31
|
UBS Group
Zurich,
Switzerland
|
$403K
|
+$403K
|
+4,029
|
New
|
|
|
32
|
Mission Financial Group
Las Vegas,
Nevada
|
$400K
|
+$399K
|
+3,989
|
New
|
|
|
33
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$343K
|
+$63.4K
|
+634
|
+23%
|
|
|
34
|
Raymond James & Associates
St Petersburg,
Florida
|
$325K
|
–
|
–
|
–
|
|
|
35
|
Valmark Advisers
Akron,
Ohio
|
$312K
|
+$45.5K
|
+455
|
+17%
|
|
|
36
|
Parallel Advisors
San Francisco,
California
|
$300K
|
–
|
–
|
–
|
|
|
37
|
Retirement Capital Strategies
San Jose,
California
|
$278K
|
+$278K
|
+2,783
|
New
|
|
|
38
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$272K
|
+$272K
|
+2,717
|
New
|
|
|
39
|
Belpointe Asset Management
Reno,
Nevada
|
$218K
|
+$218K
|
+2,180
|
New
|
|
|
40
|
Osaic Holdings
Scottsdale,
Arizona
|
$195K
|
-$3.2K
|
-32
|
-2%
|
|
|
41
|
First National Bank of South Miami
South Miami,
Florida
|
$153K
|
-$67.6K
|
-676
|
-31%
|
|
|
42
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$117K
|
+$34K
|
+340
|
+41%
|
|
|
43
|
Spire Wealth Management
Mclean,
Virginia
|
$86K
|
+$85.9K
|
+859
|
New
|
|
|
44
|
|
$46K
|
+$44.6K
|
+446
|
+4,460%
|
|
|
45
|
Rockefeller Capital Management
New York
|
$25K
|
–
|
–
|
–
|
|
|
46
|
CoreCap Advisors
Southfield,
Michigan
|
$6K
|
+$5.9K
|
+59
|
New
|
|
|
47
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$464M
|
-4,640,245
|
Closed
|
|
|
48
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$992K
|
-9,916
|
Closed
|
|
|
49
|
|
–
|
-$318K
|
-3,175
|
Closed
|
|
