|
26
|
Pathstone Holdings
Englewood,
New Jersey
|
$251K
|
+$242K
|
+4,826
|
New
|
|
|
27
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$244K
|
+$4.82K
|
+96
|
+2%
|
|
|
28
|
Level Financial Advisors
East Amherst,
New York
|
$227K
|
+$19.1K
|
+380
|
+10%
|
|
|
29
|
NewEdge Advisors
New Orleans,
Louisiana
|
$204K
|
+$199K
|
+3,970
|
New
|
|
|
30
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$202K
|
+$50.1K
|
+998
|
+35%
|
|
|
31
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$162K
|
-$9.24K
|
-184
|
-6%
|
|
|
32
|
Orion Capital Management
Coronado,
California
|
$138K
|
+$3.87K
|
+77
|
+3%
|
|
|
33
|
Cardiff Park Advisors
Carlsbad,
California
|
$75.7K
|
+$2.56K
|
+51
|
+4%
|
|
|
34
|
McIlrath & Eck
Arlington,
Washington
|
$71.2K
|
+$1.71K
|
+34
|
+3%
|
|
|
35
|
UBS Group
Zurich,
Switzerland
|
$60.6K
|
+$58.6K
|
+1,168
|
New
|
|
|
36
|
Elevation Wealth Partners
Santa Rosa,
California
|
$29.3K
|
–
|
–
|
–
|
|
|
37
|
Elevate Wealth Advisory
Athens,
Georgia
|
$18.2K
|
+$17.6K
|
+351
|
New
|
|
|
38
|
Steward Partners Investment Advisory
New York
|
$10.4K
|
–
|
–
|
–
|
|
|
39
|
Advisornet Financial
Minnetonka,
Minnesota
|
$7.01K
|
+$904
|
+18
|
+15%
|
|
|
40
|
SYM Financial Corp
Winona Lake,
Indiana
|
$4.2K
|
–
|
–
|
–
|
|
|
41
|
|
$1.14K
|
-$151K
|
-3,007
|
-99%
|
|
|
42
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
+$1.3K
|
+26
|
New
|
|
|
43
|
Fidelity Investments
Boston,
Massachusetts
|
$934
|
+$904
|
+18
|
New
|
|
|
44
|
|
–
|
-$3.18M
|
-63,810
|
Closed
|
|
|
45
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
–
|
-$308K
|
-6,176
|
Closed
|
|
|
46
|
Wolff Wiese Magana
Carslbad,
California
|
–
|
-$283K
|
-5,675
|
Closed
|
|
