|
26
|
Avalon Capital Management
Port Of Redwood City,
California
|
$226K
|
–
|
–
|
–
|
|
|
27
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$158K
|
+$155K
|
+10,100
|
New
|
|
|
28
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$75K
|
+$5.37K
|
+350
|
+8%
|
|
|
29
|
Ancora Advisors
Cleveland,
Ohio
|
$70K
|
–
|
–
|
–
|
|
|
30
|
Geneos Wealth Management
Englewood,
Colorado
|
$63K
|
–
|
–
|
–
|
|
|
31
|
Advisory Services Network
Atlanta,
Georgia
|
$49K
|
+$47.7K
|
+3,110
|
New
|
|
|
32
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$43K
|
–
|
–
|
–
|
|
|
33
|
Creative Financial Designs
Kokomo,
Indiana
|
$16K
|
–
|
–
|
–
|
|
|
34
|
IFP Advisors
Tampa,
Florida
|
$16K
|
+$15.3K
|
+1,000
|
New
|
|
|
35
|
Next Financial Group
Houston,
Texas
|
$15K
|
+$14.7K
|
+960
|
New
|
|
|
36
|
Advisornet Financial
Minnetonka,
Minnesota
|
$10K
|
+$9.97K
|
+650
|
New
|
|
|
37
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$5K
|
+$5.06K
|
+330
|
New
|
|
|
38
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
39
|
|
–
|
-$853K
|
-60,110
|
Closed
|
|
|
40
|
Institute for Wealth Management
Denver,
Colorado
|
–
|
-$430K
|
-30,280
|
Closed
|
|
|
41
|
Independent Financial Group
San Diego,
California
|
–
|
-$207K
|
-14,620
|
Closed
|
|
|
42
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
–
|
-$52K
|
-3,660
|
Closed
|
|
|
43
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
–
|
-$6K
|
-450
|
Closed
|
|
|
44
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
–
|
-$6K
|
-400
|
Closed
|
|
|
45
|
UBS Group
Zurich,
Switzerland
|
–
|
-$2K
|
-120
|
Closed
|
|
