|
26
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$425K
|
-$28.3K
|
-901
|
-6%
|
|
|
27
|
Valmark Advisers
Akron,
Ohio
|
$391K
|
–
|
–
|
–
|
|
|
28
|
Fermata Advisors
Sonoma,
California
|
$366K
|
-$3.4K
|
-108
|
-0.9%
|
|
|
29
|
Wealthquest
Cincinnati,
Ohio
|
$363K
|
-$6.68M
|
-212,340
|
-95%
|
|
|
30
|
XML Financial
Bethesda,
Maryland
|
$318K
|
–
|
–
|
–
|
|
|
31
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$315K
|
+$313K
|
+9,970
|
New
|
|
|
32
|
CCG Wealth Management
San Diego,
California
|
$240K
|
-$78.6K
|
-2,500
|
-25%
|
|
|
33
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$208K
|
–
|
–
|
–
|
|
|
34
|
Arax Advisory Partners
Denver,
Colorado
|
$181K
|
-$93.9K
|
-2,986
|
-34%
|
|
|
35
|
Koshinski Asset Management
Decatur,
Illinois
|
$139K
|
+$17.9K
|
+570
|
+15%
|
|
|
36
|
Baystate Wealth Management
Boston,
Massachusetts
|
$112K
|
–
|
–
|
–
|
|
|
37
|
Orion Capital Management
Coronado,
California
|
$106K
|
-$3.14K
|
-100
|
-3%
|
|
|
38
|
Snowden Capital Advisors
New York
|
$104K
|
+$104K
|
+3,300
|
New
|
|
|
39
|
|
$102K
|
+$14.9K
|
+475
|
+17%
|
|
|
40
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$55K
|
–
|
–
|
–
|
|
|
41
|
IFP Advisors
Tampa,
Florida
|
$12K
|
–
|
–
|
–
|
|
|
42
|
Concord Wealth Partners
Abingdon,
Virginia
|
$10K
|
+$9.87K
|
+314
|
New
|
|
|
43
|
Citadel Advisors
Miami,
Florida
|
–
|
-$365K
|
-11,729
|
Closed
|
|
|
44
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
–
|
-$360K
|
-11,566
|
Closed
|
|
|
45
|
Davenport & Co
Richmond,
Virginia
|
–
|
-$296K
|
-9,511
|
Closed
|
|
|
46
|
Wolverine Trading
Chicago,
Illinois
|
–
|
-$239K
|
-7,675
|
Closed
|
|
|
47
|
Spire Wealth Management
Mclean,
Virginia
|
–
|
-$200K
|
-6,419
|
Closed
|
|
|
48
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
–
|
-$15K
|
-486
|
Closed
|
|
|
49
|
UBS Group
Zurich,
Switzerland
|
–
|
-$2K
|
-67
|
Closed
|
|
