|
1
|
Fulcrum Equity Management
Plano,
Texas
|
$3.82M
|
+$1.25M
|
+35,687
|
+49%
|
|
|
2
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
$578K
|
–
|
–
|
–
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$412K
|
+$102K
|
+2,906
|
+33%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$294K
|
+$13.5K
|
+386
|
+5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$288K
|
+$105
|
+3
|
+0%
|
|
|
6
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$239K
|
–
|
–
|
–
|
|
|
7
|
Pathstone Family Office
Englewood,
New Jersey
|
$230K
|
–
|
–
|
–
|
|
|
8
|
Strategic Wealth Partners Group
Deerfield,
Illinois
|
$224K
|
+$3.36K
|
+96
|
+2%
|
|
|
9
|
Spire Wealth Management
Mclean,
Virginia
|
$162K
|
+$161K
|
+4,600
|
New
|
|
|
10
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$132K
|
+$31.6K
|
+901
|
+32%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$54K
|
+$53.6K
|
+1,530
|
New
|
|
|
12
|
William Blair & Company
Chicago,
Illinois
|
$36K
|
+$2.17K
|
+62
|
+6%
|
|
|
13
|
Asset Dedication LLC
San Francisco,
California
|
$11K
|
+$35
|
+1
|
+0.3%
|
|
|
14
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$10K
|
–
|
–
|
–
|
|
|
15
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$6K
|
–
|
–
|
–
|
|
|
16
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5K
|
–
|
–
|
–
|
|
|
17
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$5K
|
–
|
–
|
–
|
|
|
18
|
First Horizon Advisors
Memphis,
Tennessee
|
$5K
|
+$1.26K
|
+36
|
+31%
|
|
|
19
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$5K
|
+$5.01K
|
+143
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4K
|
–
|
–
|
–
|
|
|
21
|
Stephens Consulting
Flint,
Michigan
|
$2.64K
|
+$2.63K
|
+75
|
New
|
|
|
22
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$2K
|
+$1.93K
|
+55
|
New
|
|
|
24
|
|
–
|
-$488K
|
-14,912
|
Closed
|
|
