|
26
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$227K
|
+$231K
|
+8,249
|
New
|
|
|
27
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$227K
|
-$2.6K
|
-93
|
-1%
|
|
|
28
|
MTM Financial Group
Bethlehem,
Pennsylvania
|
$223K
|
–
|
–
|
–
|
|
|
29
|
Creative Planning
Overland Park,
Kansas
|
$81.7K
|
+$83K
|
+2,970
|
New
|
|
|
30
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$70.2K
|
+$71.3K
|
+2,550
|
New
|
|
|
31
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$22K
|
–
|
–
|
–
|
|
|
32
|
Spire Wealth Management
Mclean,
Virginia
|
$15K
|
–
|
–
|
–
|
|
|
33
|
UBS Group
Zurich,
Switzerland
|
$13.6K
|
-$12.4K
|
-444
|
-47%
|
|
|
34
|
Arax Advisory Partners
Denver,
Colorado
|
$9.9K
|
-$44.2K
|
-1,581
|
-81%
|
|
|
35
|
Larson Financial Group
St Louis,
Missouri
|
$7.13K
|
–
|
–
|
–
|
|
|
36
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7K
|
+$7.41K
|
+265
|
New
|
|
|
37
|
William Blair & Company
Chicago,
Illinois
|
$6.36K
|
–
|
–
|
–
|
|
|
38
|
Advisornet Financial
Minnetonka,
Minnesota
|
$4.13K
|
–
|
–
|
–
|
|
|
39
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$1.38K
|
–
|
–
|
–
|
|
|
40
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$248
|
+$252
|
+9
|
New
|
|
|
41
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$193
|
-$307
|
-11
|
-61%
|
|
|
42
|
Delta Investment Management
San Francisco,
California
|
–
|
-$6.07M
|
-217,999
|
Closed
|
|
|
43
|
Allworth Financial
Folsom,
California
|
–
|
-$2.69M
|
-96,587
|
Closed
|
|
|
44
|
SageView Advisory Group
Newport Beach,
California
|
–
|
-$715K
|
-25,700
|
Closed
|
|
|
45
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
–
|
-$587K
|
-20,933
|
Closed
|
|
|
46
|
Arete Wealth Advisors
Chicago,
Illinois
|
–
|
-$439K
|
-15,766
|
Closed
|
|
|
47
|
|
–
|
-$388K
|
-13,938
|
Closed
|
|
|
48
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$250K
|
-8,997
|
Closed
|
|
|
49
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
–
|
-$239K
|
-8,518
|
Closed
|
|
|
50
|
Cetera Advisor Networks
El Segundo,
California
|
–
|
-$207K
|
-7,436
|
Closed
|
|
