|
101
|
Private Capital Group
West Hartford,
Connecticut
|
$295K
|
+$283K
|
+3,029
|
New
|
|
|
102
|
Cerity Partners OCIO
New York
|
$286K
|
+$270K
|
+2,893
|
New
|
|
|
103
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$283K
|
+$275K
|
+2,946
|
New
|
|
|
104
|
RDA Financial Network
Akron,
Iowa
|
$259K
|
-$57.3K
|
-613
|
-19%
|
|
|
105
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$245K
|
+$235K
|
+2,519
|
New
|
|
|
106
|
Edge Wealth Management
New York
|
$212K
|
+$203K
|
+2,177
|
New
|
|
|
107
|
Advisory Services Network
Atlanta,
Georgia
|
$208K
|
+$117K
|
+1,251
|
+142%
|
|
|
108
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$145K
|
+$139K
|
+1,492
|
New
|
|
|
109
|
Eudaimonia Partners
Winchester,
Tennessee
|
$135K
|
+$129K
|
+1,381
|
New
|
|
|
110
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$91K
|
+$87.6K
|
+937
|
New
|
|
|
111
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$76K
|
+$72.4K
|
+775
|
New
|
|
|
112
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$69K
|
+$65.8K
|
+704
|
New
|
|
|
113
|
Global Retirement Partners
San Rafael,
California
|
$63K
|
+$60.7K
|
+649
|
New
|
|
|
114
|
Retirement Group
San Diego,
California
|
$59K
|
+$56.2K
|
+601
|
New
|
|
|
115
|
|
$47K
|
-$6.08K
|
-65
|
-12%
|
|
|
116
|
Realta Investment Advisors
Wilmington,
Delaware
|
$30K
|
–
|
–
|
–
|
|
|
117
|
AssetMark Inc
Concord,
California
|
$30K
|
+$29K
|
+310
|
New
|
|
|
118
|
IFP Advisors
Tampa,
Florida
|
$29K
|
+$27.3K
|
+292
|
New
|
|
|
119
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$27K
|
+$25.5K
|
+273
|
New
|
|
|
120
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$27K
|
+$26.4K
|
+282
|
New
|
|
|
121
|
Aspire Private Capital
Cornelius,
North Carolina
|
$20K
|
+$19.4K
|
+208
|
New
|
|
|
122
|
American Portfolios Advisors
Holbrook,
New York
|
$12.4K
|
+$11.9K
|
+127
|
New
|
|
|
123
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$10K
|
–
|
–
|
–
|
|
|
124
|
Fidelity Investments
Boston,
Massachusetts
|
$9K
|
-$748
|
-8
|
-8%
|
|
|
125
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$8K
|
+$7.66K
|
+82
|
New
|
|
