|
26
|
Balance Wealth
Delaware,
Ohio
|
$294K
|
-$12.5K
|
-217
|
-4%
|
|
|
27
|
Red Lighthouse Investment Management
New York
|
$288K
|
+$50.7K
|
+878
|
+22%
|
|
|
28
|
Avantax Planning Partners
Dubuque,
Iowa
|
$278K
|
–
|
–
|
–
|
|
|
29
|
Csenge Advisory Group
Clearwater,
Florida
|
$256K
|
-$751
|
-13
|
-0.3%
|
|
|
30
|
Plancorp LLC
Saint Louis,
Missouri
|
$244K
|
–
|
–
|
–
|
|
|
31
|
Advyzon Investment Management
Lisle,
Illinois
|
$243K
|
+$234K
|
+4,047
|
New
|
|
|
32
|
Focus Partners Wealth
Boston,
Massachusetts
|
$215K
|
–
|
–
|
–
|
|
|
33
|
Asset Dedication LLC
San Francisco,
California
|
$103K
|
+$70.7K
|
+1,224
|
+249%
|
|
|
34
|
Osaic Holdings
Scottsdale,
Arizona
|
$83.3K
|
+$1.04K
|
+18
|
+1%
|
|
|
35
|
Bank of America
Charlotte,
North Carolina
|
$33.3K
|
+$32.1K
|
+555
|
New
|
|
|
36
|
MAI Capital Management
Independence,
Ohio
|
$26.1K
|
+$25.1K
|
+435
|
New
|
|
|
37
|
JDM Financial Group
Austin,
Texas
|
$19.7K
|
–
|
–
|
–
|
|
|
38
|
Eastern Bank
Boston,
Massachusetts
|
$17.6K
|
–
|
–
|
–
|
|
|
39
|
McIlrath & Eck
Arlington,
Washington
|
$14.7K
|
–
|
–
|
–
|
|
|
40
|
CVA Family Office
Denver,
Colorado
|
$12K
|
–
|
–
|
–
|
|
|
41
|
Harbour Investments
Madison,
Wisconsin
|
$3.3K
|
–
|
–
|
–
|
|
|
42
|
Signature Resources Capital Management
Newport Beach,
California
|
$1.74K
|
+$1.68K
|
+29
|
New
|
|
|
43
|
Fidelity Investments
Boston,
Massachusetts
|
$479
|
+$462
|
+8
|
New
|
|
|
44
|
|
–
|
-$5.13M
|
-90,640
|
Closed
|
|
|
45
|
Flow Traders U.S.
New York
|
–
|
-$5.07M
|
-89,511
|
Closed
|
|
|
46
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$2.25M
|
-28,321
|
Closed
|
|
|
47
|
Mach-1 Financial Group
Rogers,
Arkansas
|
–
|
-$317K
|
-5,598
|
Closed
|
|
|
48
|
RMR Wealth Builders
Montclair,
New Jersey
|
–
|
-$271K
|
-4,780
|
Closed
|
|
|
49
|
Park Square Financial Group
Roswell,
Georgia
|
–
|
-$223K
|
-3,940
|
Closed
|
|
