|
26
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$250K
|
+$244K
|
+7,965
|
New
|
|
|
27
|
|
$230K
|
-$2.39M
|
-77,896
|
-91%
|
|
|
28
|
Cresset Asset Management
Chicago,
Illinois
|
$212K
|
–
|
–
|
–
|
|
|
29
|
American Portfolios Advisors
Holbrook,
New York
|
$160K
|
+$34.1K
|
+1,113
|
+28%
|
|
|
30
|
|
$91K
|
–
|
–
|
–
|
|
|
31
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$24K
|
+$23K
|
+750
|
New
|
|
|
32
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$20K
|
+$19.7K
|
+642
|
New
|
|
|
33
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12K
|
–
|
–
|
–
|
|
|
34
|
Fidelity Investments
Boston,
Massachusetts
|
$8K
|
-$8.79K
|
-287
|
-53%
|
|
|
35
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$8K
|
–
|
–
|
–
|
|
|
36
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
|
37
|
Fluent Financial
Dallas,
Texas
|
–
|
-$1.87M
|
-62,913
|
Closed
|
|
|
38
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.38M
|
-46,588
|
Closed
|
|
|
39
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
–
|
-$353K
|
-11,900
|
Closed
|
|
|
40
|
Great Valley Advisor Group
Wilmington,
Delaware
|
–
|
-$279K
|
-9,392
|
Closed
|
|
|
41
|
Lincoln National Corp
Radnor,
Pennsylvania
|
–
|
-$228K
|
-7,689
|
Closed
|
|
|
42
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
–
|
-$1
|
-50
|
Closed
|
|
