|
26
|
Farther Finance Advisors
San Francisco,
California
|
$291K
|
+$286K
|
+9,572
|
New
|
|
|
27
|
Lantern Wealth Advisors
Melville,
New York
|
$287K
|
-$221K
|
-7,371
|
-44%
|
|
|
28
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$271K
|
+$267K
|
+8,928
|
New
|
|
|
29
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$215K
|
–
|
–
|
–
|
|
|
30
|
Moors & Cabot
Boston,
Massachusetts
|
$210K
|
–
|
–
|
–
|
|
|
31
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$207K
|
–
|
–
|
–
|
|
|
32
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$152K
|
–
|
–
|
–
|
|
|
33
|
IFP Advisors
Tampa,
Florida
|
$129K
|
–
|
–
|
–
|
|
|
34
|
UBS Group
Zurich,
Switzerland
|
$121K
|
+$101K
|
+3,377
|
+570%
|
|
|
35
|
NBC Securities
Birmingham,
Alabama
|
$111K
|
-$6.23K
|
-208
|
-5%
|
|
|
36
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$87.9K
|
–
|
–
|
–
|
|
|
37
|
Creative Financial Designs
Kokomo,
Indiana
|
$72.9K
|
–
|
–
|
–
|
|
|
38
|
Coppell Advisory Solutions
Coppell,
Texas
|
$10.8K
|
–
|
–
|
–
|
|
|
39
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
–
|
–
|
–
|
|
|
40
|
Kaye Capital Management
El Segundo,
California
|
–
|
-$2.96M
|
-99,820
|
Closed
|
|
|
41
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
–
|
-$411K
|
-13,885
|
Closed
|
|
|
42
|
|
–
|
-$289K
|
-9,767
|
Closed
|
|
|
43
|
Secured Retirement Advisors
St Louis Park,
Minnesota
|
–
|
-$274K
|
-9,235
|
Closed
|
|
|
44
|
HBW Advisory Services
Simi Valley,
California
|
–
|
-$264K
|
-8,906
|
Closed
|
|
|
45
|
FSA Advisors
Troy,
Michigan
|
–
|
-$237K
|
-8,180
|
Closed
|
|
|
46
|
Financial Network Wealth Advisors
Murray,
Utah
|
–
|
-$10.2K
|
-345
|
Closed
|
|
|
47
|
Great Lakes Retirement
Sandusky,
Ohio
|
–
|
-$5.39K
|
-182
|
Closed
|
|
