|
26
|
Mariner
Overland Park,
Kansas
|
$216K
|
+$217K
|
+4,645
|
New
|
|
|
27
|
Creative Financial Designs
Kokomo,
Indiana
|
$187K
|
+$22.7K
|
+487
|
+14%
|
|
|
28
|
Sunbelt Securities
Houston,
Texas
|
$162K
|
+$163K
|
+3,487
|
New
|
|
|
29
|
UBS Group
Zurich,
Switzerland
|
$109K
|
+$5.13K
|
+110
|
+5%
|
|
|
30
|
GeoWealth Management
Chicago,
Illinois
|
$75K
|
-$246K
|
-5,268
|
-77%
|
|
|
31
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$74.3K
|
–
|
–
|
–
|
|
|
32
|
Fidelity Investments
Boston,
Massachusetts
|
$50.6K
|
+$46.8K
|
+1,003
|
+1,180%
|
|
|
33
|
NewEdge Advisors
New Orleans,
Louisiana
|
$42.2K
|
–
|
–
|
–
|
|
|
34
|
LAM Group
Lake Oswego,
Oregon
|
$25.1K
|
-$1.4K
|
-30
|
-5%
|
|
|
35
|
Financial Management Professionals
Austin,
Texas
|
$23K
|
-$32.7K
|
-701
|
-59%
|
|
|
36
|
Geneos Wealth Management
Englewood,
Colorado
|
$21.3K
|
–
|
–
|
–
|
|
|
37
|
Harbour Investments
Madison,
Wisconsin
|
$10.5K
|
–
|
–
|
–
|
|
|
38
|
Spire Wealth Management
Mclean,
Virginia
|
$6.56K
|
–
|
–
|
–
|
|
|
39
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$5.16K
|
–
|
–
|
–
|
|
|
40
|
Avior Wealth Management
Omaha,
Nebraska
|
$4.98K
|
-$12.4K
|
-266
|
-71%
|
|
|
41
|
Kalos Management
Alpharetta,
Georgia
|
$4.75K
|
-$513
|
-11
|
-10%
|
|
|
42
|
Live Oak Investment Partners
Austin,
Texas
|
$3.86K
|
–
|
–
|
–
|
|
|
43
|
Global Retirement Partners
San Rafael,
California
|
$1.81K
|
–
|
–
|
–
|
|
|
44
|
TFC Financial Management
Boston,
Massachusetts
|
$1.12K
|
+$1.12K
|
+24
|
New
|
|
|
45
|
Aspire Private Capital
Cornelius,
North Carolina
|
$605
|
-$23.1K
|
-495
|
-97%
|
|
|
46
|
Coppell Advisory Solutions
Coppell,
Texas
|
$462
|
+$466
|
+10
|
New
|
|
|
47
|
Wells Fargo
San Francisco,
California
|
$9
|
–
|
–
|
–
|
|
|
48
|
Foundations Investment Advisors
Phoenix,
Arizona
|
–
|
-$2M
|
-42,420
|
Closed
|
|
|
49
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$818K
|
-17,334
|
Closed
|
|
|
50
|
Mutual Advisors
Omaha,
Nebraska
|
–
|
-$755K
|
-15,991
|
Closed
|
|
