|
26
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$89K
|
–
|
–
|
–
|
|
|
27
|
Rockefeller Capital Management
New York
|
$89K
|
–
|
–
|
–
|
|
|
28
|
Private Advisor Group
Morristown,
New Jersey
|
$75K
|
+$74.1K
|
+7,111
|
New
|
|
|
29
|
Global Financial Private Capital
Sarasota,
Florida
|
$68K
|
-$11.9K
|
-1,143
|
-15%
|
|
|
30
|
Global Retirement Partners
San Rafael,
California
|
$53K
|
+$844
|
+81
|
+2%
|
|
|
31
|
Gradient Investments
Arden Hills,
Minnesota
|
$25K
|
-$1.86K
|
-179
|
-7%
|
|
|
32
|
American Portfolios Advisors
Holbrook,
New York
|
$24.7K
|
+$396
|
+38
|
+2%
|
|
|
33
|
|
$22K
|
–
|
–
|
–
|
|
|
34
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$18K
|
–
|
–
|
–
|
|
|
35
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$11K
|
–
|
–
|
–
|
|
|
36
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$9.32K
|
–
|
–
|
–
|
|
|
37
|
Geneos Wealth Management
Englewood,
Colorado
|
$8K
|
–
|
–
|
–
|
|
|
38
|
IFP Advisors
Tampa,
Florida
|
$5K
|
–
|
–
|
–
|
|
|
39
|
Global Financial Private Client
Sarasota,
Florida
|
$4.51K
|
-$32.7K
|
-3,143
|
-88%
|
|
|
40
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
41
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1K
|
–
|
–
|
–
|
|
|
42
|
William Blair & Company
Chicago,
Illinois
|
$1K
|
–
|
–
|
–
|
|
|
43
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$1K
|
+$21
|
+2
|
+2%
|
|
|
44
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
–
|
-$722K
|
-75,000
|
Closed
|
|
|
45
|
|
–
|
-$430K
|
-44,637
|
Closed
|
|
|
46
|
CreativeOne Wealth
Overland Park,
Kansas
|
–
|
-$223K
|
-23,189
|
Closed
|
|
|
47
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$43K
|
-4,500
|
Closed
|
|
|
48
|
QCI Asset Management
Pittsford,
New York
|
–
|
-$10K
|
-1,000
|
Closed
|
|
