|
26
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$355K
|
+$117K
|
+3,780
|
+48%
|
|
|
27
|
Old Mission Capital
Chicago,
Illinois
|
$334K
|
-$758K
|
-24,476
|
-69%
|
|
|
28
|
Moors & Cabot
Boston,
Massachusetts
|
$261K
|
+$266K
|
+8,600
|
New
|
|
|
29
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$252K
|
+$257K
|
+8,293
|
New
|
|
|
30
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$249K
|
+$254K
|
+8,191
|
New
|
|
|
31
|
Strategic Blueprint
Atlanta,
Georgia
|
$241K
|
-$1.2M
|
-38,891
|
-83%
|
|
|
32
|
AE Wealth Management
Topeka,
Kansas
|
$218K
|
-$19.8K
|
-639
|
-8%
|
|
|
33
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$215K
|
–
|
–
|
–
|
|
|
34
|
|
$212K
|
+$216K
|
+6,977
|
New
|
|
|
35
|
NBC Securities
Birmingham,
Alabama
|
$160K
|
+$164K
|
+5,283
|
+176,100%
|
|
|
36
|
Luminist Capital
Grand Rapids,
Michigan
|
$149K
|
–
|
–
|
–
|
|
|
37
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$149K
|
–
|
–
|
–
|
|
|
38
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$82.6K
|
–
|
–
|
–
|
|
|
39
|
Creative Financial Designs
Kokomo,
Indiana
|
$45.6K
|
–
|
–
|
–
|
|
|
40
|
IFP Advisors
Tampa,
Florida
|
$14.6K
|
+$14.9K
|
+480
|
New
|
|
|
41
|
Financial Network Wealth Advisors
Murray,
Utah
|
$10.5K
|
–
|
–
|
–
|
|
|
42
|
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
|
$3.07K
|
+$3.13K
|
+101
|
New
|
|
|
43
|
|
$2.85K
|
–
|
–
|
–
|
|
|
44
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
–
|
–
|
–
|
|
|
45
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.75M
|
-56,524
|
Closed
|
|
|
46
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$419K
|
-13,863
|
Closed
|
|
|
47
|
UBS Group
Zurich,
Switzerland
|
–
|
-$68.7K
|
-2,219
|
Closed
|
|
|
48
|
Coppell Advisory Solutions
Coppell,
Texas
|
–
|
-$11K
|
-355
|
Closed
|
|
