|
26
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$35K
|
–
|
–
|
–
|
|
|
27
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$24K
|
–
|
–
|
–
|
|
|
28
|
AllSquare Wealth Management
Albany,
New York
|
$23K
|
+$23.5K
|
+600
|
New
|
|
|
29
|
Simon Quick Advisors
Morristown,
New Jersey
|
$21K
|
+$20.8K
|
+531
|
New
|
|
|
30
|
Ancora Advisors
Cleveland,
Ohio
|
$11K
|
+$10.8K
|
+275
|
New
|
|
|
31
|
US Bancorp
Minneapolis,
Minnesota
|
$10K
|
+$9.58K
|
+245
|
New
|
|
|
32
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$9K
|
+$8.61K
|
+220
|
New
|
|
|
33
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$7.77K
|
–
|
–
|
–
|
|
|
34
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7K
|
–
|
–
|
–
|
|
|
35
|
Ironwood Financial
Tucson,
Arizona
|
$6K
|
–
|
–
|
–
|
|
|
36
|
Axiom Investment Management
New York
|
$6K
|
+$6.26K
|
+160
|
New
|
|
|
37
|
Golden State Wealth Management
Santa Ana,
California
|
$2K
|
+$1.96K
|
+50
|
New
|
|
|
38
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$1K
|
+$1.17K
|
+30
|
New
|
|
|
39
|
Requisite Capital Management
Dallas,
Texas
|
–
|
-$267K
|
-7,000
|
Closed
|
|
|
40
|
PSI Advisors
Tampa,
Florida
|
–
|
-$6K
|
-160
|
Closed
|
|
|
41
|
Dowling & Yahnke
San Diego,
California
|
–
|
-$4K
|
-115
|
Closed
|
|
