|
26
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$219K
|
–
|
–
|
–
|
|
|
27
|
Global Retirement Partners
San Rafael,
California
|
$200K
|
+$198K
|
+6,463
|
New
|
|
|
28
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$155K
|
–
|
–
|
–
|
|
|
29
|
Luminist Capital
Grand Rapids,
Michigan
|
$152K
|
+$151K
|
+4,904
|
New
|
|
|
30
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$84.2K
|
-$5.44K
|
-177
|
-6%
|
|
|
31
|
UBS Group
Zurich,
Switzerland
|
$68.7K
|
-$53.7K
|
-1,750
|
-44%
|
|
|
32
|
Creative Financial Designs
Kokomo,
Indiana
|
$46.5K
|
-$27.6K
|
-900
|
-38%
|
|
|
33
|
Coppell Advisory Solutions
Coppell,
Texas
|
$11K
|
–
|
–
|
–
|
|
|
34
|
Financial Network Wealth Advisors
Murray,
Utah
|
$10.7K
|
+$10.6K
|
+345
|
New
|
|
|
35
|
|
$2.91K
|
+$2.86K
|
+93
|
New
|
|
|
36
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
–
|
–
|
–
|
|
|
37
|
NBC Securities
Birmingham,
Alabama
|
$114
|
-$113K
|
-3,678
|
-100%
|
|
|
38
|
|
–
|
-$1.44M
|
-47,329
|
Closed
|
|
|
39
|
GTS Securities
Miami,
Florida
|
–
|
-$324K
|
-10,664
|
Closed
|
|
|
40
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$317K
|
-10,440
|
Closed
|
|
|
41
|
Lantern Wealth Advisors
Melville,
New York
|
–
|
-$287K
|
-9,452
|
Closed
|
|
|
42
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
–
|
-$271K
|
-8,928
|
Closed
|
|
|
43
|
Moors & Cabot
Boston,
Massachusetts
|
–
|
-$210K
|
-6,900
|
Closed
|
|
|
44
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
–
|
-$207K
|
-6,823
|
Closed
|
|
|
45
|
IFP Advisors
Tampa,
Florida
|
–
|
-$129K
|
-4,260
|
Closed
|
|
