|
26
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$350K
|
–
|
–
|
–
|
|
|
27
|
Concurrent Investment Advisors
Tampa,
Florida
|
$291K
|
+$286K
|
+8,775
|
New
|
|
|
28
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$279K
|
–
|
–
|
–
|
|
|
29
|
Secure Asset Management
Troy,
Michigan
|
$265K
|
-$16.3K
|
-500
|
-6%
|
|
|
30
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$234K
|
–
|
–
|
–
|
|
|
31
|
MML Investors Services
Springfield,
Massachusetts
|
$233K
|
-$103K
|
-3,177
|
-31%
|
|
|
32
|
GTS Securities
Miami,
Florida
|
$215K
|
–
|
–
|
–
|
|
|
33
|
Global Retirement Partners
San Rafael,
California
|
$214K
|
–
|
–
|
–
|
|
|
34
|
AE Wealth Management
Topeka,
Kansas
|
$208K
|
-$65.7K
|
-2,020
|
-24%
|
|
|
35
|
NBC Securities
Birmingham,
Alabama
|
$181K
|
–
|
–
|
–
|
|
|
36
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$166K
|
–
|
–
|
–
|
|
|
37
|
Luminist Capital
Grand Rapids,
Michigan
|
$163K
|
–
|
–
|
–
|
|
|
38
|
Barclays
London,
United Kingdom
|
$162K
|
+$12.4K
|
+380
|
+8%
|
|
|
39
|
UBS Group
Zurich,
Switzerland
|
$103K
|
+$101K
|
+3,101
|
New
|
|
|
40
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$90K
|
–
|
–
|
–
|
|
|
41
|
Creative Financial Designs
Kokomo,
Indiana
|
$29.8K
|
–
|
–
|
–
|
|
|
42
|
IFP Advisors
Tampa,
Florida
|
$25.8K
|
–
|
–
|
–
|
|
|
43
|
PFS Partners
Mine Hill,
New Jersey
|
$19.9K
|
–
|
–
|
–
|
|
|
44
|
Financial Network Wealth Advisors
Murray,
Utah
|
$11.4K
|
–
|
–
|
–
|
|
|
45
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
–
|
-$262K
|
-8,191
|
Closed
|
|
|
46
|
Moors & Cabot
Boston,
Massachusetts
|
–
|
-$220K
|
-6,900
|
Closed
|
|
|
47
|
Abound Wealth Management
Franklin,
Tennessee
|
–
|
-$4.47K
|
-140
|
Closed
|
|
