|
26
|
Sage Advisory Services
Austin,
Texas
|
$806K
|
+$181K
|
+5,130
|
+30%
|
|
|
27
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$751K
|
+$270K
|
+7,659
|
+59%
|
|
|
28
|
|
$525K
|
–
|
–
|
–
|
|
|
29
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$216K
|
–
|
–
|
–
|
|
|
30
|
Smart Portfolios LLC
Seattle,
Washington
|
$212K
|
+$205K
|
+5,807
|
New
|
|
|
31
|
Rockefeller Capital Management
New York
|
$194K
|
–
|
–
|
–
|
|
|
32
|
IFP Advisors
Tampa,
Florida
|
$152K
|
–
|
–
|
–
|
|
|
33
|
Geneos Wealth Management
Englewood,
Colorado
|
$90K
|
+$6.53K
|
+185
|
+8%
|
|
|
34
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$16K
|
+$15.6K
|
+443
|
New
|
|
|
35
|
Fure Financial Corporation
Bloomington,
Minnesota
|
$10K
|
–
|
–
|
–
|
|
|
36
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10K
|
+$10.1K
|
+285
|
New
|
|
|
37
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$7K
|
–
|
–
|
–
|
|
|
38
|
US Bancorp
Minneapolis,
Minnesota
|
$5K
|
+$4.84K
|
+137
|
New
|
|
|
39
|
American Portfolios Advisors
Holbrook,
New York
|
$4.56K
|
+$4.41K
|
+125
|
New
|
|
|
40
|
Next Financial Group
Houston,
Texas
|
$3K
|
+$2.83K
|
+80
|
New
|
|
|
41
|
Fidelity Investments
Boston,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
42
|
|
$2K
|
+$1.59K
|
+45
|
New
|
|
|
43
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1K
|
+$706
|
+20
|
New
|
|
|
44
|
Clear Creek Financial Management
Silverdale,
Washington
|
–
|
-$774K
|
-22,729
|
Closed
|
|
|
45
|
|
–
|
-$629K
|
-18,443
|
Closed
|
|
|
46
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$12K
|
-350
|
Closed
|
|
|
47
|
Eaton Vance Management
Boston,
Massachusetts
|
–
|
+$424
|
+12
|
New
|
|
