|
26
|
NovaPoint Capital
Atlanta,
Georgia
|
$218K
|
–
|
–
|
–
|
|
|
27
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$201K
|
–
|
–
|
–
|
|
|
28
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$198K
|
–
|
–
|
–
|
|
|
29
|
Osaic Holdings
Scottsdale,
Arizona
|
$112K
|
-$328K
|
-3,013
|
-74%
|
|
|
30
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$105K
|
+$109K
|
+1,000
|
New
|
|
|
31
|
|
$54.3K
|
–
|
–
|
–
|
|
|
32
|
Caldwell Trust
Venice,
Florida
|
$52.7K
|
–
|
–
|
–
|
|
|
33
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$51.6K
|
-$2.18K
|
-20
|
-4%
|
|
|
34
|
|
$16.2K
|
+$16.8K
|
+154
|
New
|
|
|
35
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$15.8K
|
+$16.3K
|
+150
|
New
|
|
|
36
|
VitalStone Financial
Shavano Park,
Texas
|
$8K
|
-$1.85K
|
-17
|
-19%
|
|
|
37
|
Wells Fargo
San Francisco,
California
|
$5.64K
|
+$5.77K
|
+53
|
+5,300%
|
|
|
38
|
Blue Trust Inc
Alpharetta,
Georgia
|
$5K
|
–
|
–
|
–
|
|
|
39
|
Allworth Financial
Folsom,
California
|
$4.27K
|
+$4.46K
|
+41
|
New
|
|
|
40
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$2.73K
|
+$2.83K
|
+26
|
New
|
|
|
41
|
Mariner
Overland Park,
Kansas
|
–
|
-$539K
|
-4,987
|
Closed
|
|
|
42
|
Flow Traders U.S.
New York
|
–
|
-$225K
|
-2,079
|
Closed
|
|
|
43
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
–
|
-$214K
|
-1,982
|
Closed
|
|
|
44
|
UBS Group
Zurich,
Switzerland
|
–
|
-$154K
|
-1,429
|
Closed
|
|
|
45
|
CVA Family Office
Denver,
Colorado
|
–
|
-$24.3K
|
-225
|
Closed
|
|
|
46
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$5.4K
|
-50
|
Closed
|
|
