|
26
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$83.7K
|
-$135K
|
-6,075
|
-63%
|
|
|
27
|
Compass Wealth Management
Guilford,
Connecticut
|
$83.2K
|
+$77.4K
|
+3,492
|
New
|
|
|
28
|
Geneos Wealth Management
Englewood,
Colorado
|
$59.1K
|
–
|
–
|
–
|
|
|
29
|
Keener Financial Planning
Keller,
Texas
|
$45K
|
+$42.1K
|
+1,899
|
New
|
|
|
30
|
UBS Group
Zurich,
Switzerland
|
$38.2K
|
+$35.6K
|
+1,605
|
New
|
|
|
31
|
CGC Financial Services
Lake Oswego,
Oregon
|
$25.1K
|
–
|
–
|
–
|
|
|
32
|
Fidelity Investments
Boston,
Massachusetts
|
$21.8K
|
+$20.3K
|
+915
|
New
|
|
|
33
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$18.3K
|
+$17K
|
+768
|
New
|
|
|
34
|
McIlrath & Eck
Arlington,
Washington
|
$13.2K
|
–
|
–
|
–
|
|
|
35
|
Tidemark
San Diego,
California
|
$6.29K
|
+$5.85K
|
+264
|
New
|
|
|
36
|
Coppell Advisory Solutions
Coppell,
Texas
|
$2.93K
|
+$2.73K
|
+123
|
New
|
|
|
37
|
IFP Advisors
Tampa,
Florida
|
$2.14K
|
–
|
–
|
–
|
|
|
38
|
Clear Point Advisors
Melville,
New York
|
$2.14K
|
+$2K
|
+90
|
New
|
|
|
39
|
Key Financial Inc
West Chester,
Pennsylvania
|
$1.07K
|
+$399
|
+18
|
+67%
|
|
|
40
|
|
–
|
-$2.54M
|
-116,982
|
Closed
|
|
|
41
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
–
|
-$236K
|
-10,839
|
Closed
|
|
