|
26
|
Global Retirement Partners
San Rafael,
California
|
$1.14M
|
+$43.3K
|
+1,465
|
+4%
|
|
|
27
|
Atria Investments
Charlotte,
North Carolina
|
$1M
|
+$983K
|
+33,227
|
New
|
|
|
28
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$985K
|
–
|
–
|
–
|
|
|
29
|
Belpointe Asset Management
Reno,
Nevada
|
$968K
|
+$560K
|
+18,949
|
+144%
|
|
|
30
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$958K
|
+$680
|
+23
|
+0.1%
|
|
|
31
|
Axim Planning & Wealth
Springboro,
Ohio
|
$757K
|
-$100K
|
-3,393
|
-12%
|
|
|
32
|
LPL Financial
San Diego,
California
|
$715K
|
+$143K
|
+4,828
|
+26%
|
|
|
33
|
UBS Group
Zurich,
Switzerland
|
$692K
|
-$983K
|
-33,234
|
-59%
|
|
|
34
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$554K
|
-$4.74M
|
-160,431
|
-90%
|
|
|
35
|
Virtue Capital Management
Brentwood,
Tennessee
|
$553K
|
+$75.4K
|
+2,551
|
+16%
|
|
|
36
|
MGO One Seven
Beachwood,
Ohio
|
$522K
|
+$511K
|
+17,296
|
New
|
|
|
37
|
Rovin Capital
Mesa,
Arizona
|
$519K
|
-$224K
|
-7,585
|
-31%
|
|
|
38
|
Lido Advisors
Los Angeles,
California
|
$292K
|
+$286K
|
+9,677
|
New
|
|
|
39
|
Golden State Equity Partners
South Coast Metro,
California
|
$287K
|
+$281K
|
+9,509
|
New
|
|
|
40
|
Avior Wealth Management
Omaha,
Nebraska
|
$208K
|
+$203K
|
+6,874
|
New
|
|
|
41
|
IFP Advisors
Tampa,
Florida
|
$188K
|
-$467K
|
-15,792
|
-68%
|
|
|
42
|
|
$107K
|
-$50.5K
|
-1,708
|
-32%
|
|
|
43
|
Wells Fargo
San Francisco,
California
|
$31.5K
|
+$30.8K
|
+1,042
|
New
|
|
|
44
|
Wolverine Trading
Chicago,
Illinois
|
–
|
-$646K
|
-22,413
|
Closed
|
|
|
45
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
–
|
-$484K
|
-16,800
|
Closed
|
|
|
46
|
Gradient Investments
Arden Hills,
Minnesota
|
–
|
-$38.3K
|
-1,328
|
Closed
|
|
|
47
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
–
|
-$17.4K
|
-604
|
Closed
|
|
