|
26
|
Blue Oak Capital
Menlo Park,
California
|
$261K
|
+$260K
|
+9,970
|
New
|
|
|
27
|
|
$218K
|
-$65.7K
|
-2,524
|
-23%
|
|
|
28
|
Osaic Holdings
Scottsdale,
Arizona
|
$102K
|
+$81.3K
|
+3,123
|
+345%
|
|
|
29
|
Principia Wealth Advisory
Dallas,
Texas
|
$33.6K
|
+$34.6K
|
+1,330
|
New
|
|
|
30
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$18.3K
|
+$18.8K
|
+724
|
New
|
|
|
31
|
Capital A Wealth Management
New Castle,
Pennsylvania
|
$15.5K
|
+$16K
|
+613
|
New
|
|
|
32
|
|
$15.4K
|
+$15.9K
|
+612
|
New
|
|
|
33
|
Park Square Financial Group
Roswell,
Georgia
|
$4.82K
|
+$4.97K
|
+191
|
New
|
|
|
34
|
Pineridge Advisors
St. Charles,
Missouri
|
$3.88K
|
-$1.74K
|
-67
|
-30%
|
|
|
35
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$3.66K
|
+$3.77K
|
+145
|
New
|
|
|
36
|
Decker Retirement Planning
Levi,
Utah
|
$2K
|
+$2.06K
|
+79
|
New
|
|
|
37
|
Principal Securities
Des Moines,
Iowa
|
$1.14K
|
–
|
–
|
–
|
|
|
38
|
Richard W. Paul & Associates
Novi,
Michigan
|
$819
|
–
|
–
|
–
|
|
|
39
|
Fidelity Investments
Boston,
Massachusetts
|
$25
|
+$26
|
+1
|
New
|
|
|
40
|
Lake Street Private Wealth
Chicago,
Illinois
|
–
|
-$1.96M
|
-73,155
|
Closed
|
|
|
41
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
–
|
-$56.9K
|
-2,128
|
Closed
|
|
|
42
|
UBS Group
Zurich,
Switzerland
|
–
|
-$40.4K
|
-1,510
|
Closed
|
|
|
43
|
CoreCap Advisors
Southfield,
Michigan
|
–
|
-$7.3K
|
-273
|
Closed
|
|
|
44
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$962
|
-36
|
Closed
|
|
