|
26
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$37.6K
|
+$36.2K
|
+975
|
New
|
|
|
27
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$35.1K
|
+$33.8K
|
+910
|
New
|
|
|
28
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$34K
|
–
|
–
|
–
|
|
|
29
|
Parallel Advisors
San Francisco,
California
|
$30.9K
|
–
|
–
|
–
|
|
|
30
|
Belpointe Asset Management
Reno,
Nevada
|
$30.2K
|
+$29.1K
|
+783
|
New
|
|
|
31
|
Simplex Trading
Chicago,
Illinois
|
$30K
|
+$12.9K
|
+348
|
+80%
|
|
|
32
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$26K
|
–
|
–
|
–
|
|
|
33
|
William Blair & Company
Chicago,
Illinois
|
$20.1K
|
–
|
–
|
–
|
|
|
34
|
Spire Wealth Management
Mclean,
Virginia
|
$15K
|
+$11.9K
|
+320
|
+400%
|
|
|
35
|
Global Retirement Partners
San Rafael,
California
|
$6.91K
|
–
|
–
|
–
|
|
|
36
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$5.94K
|
+$5.71K
|
+154
|
New
|
|
|
37
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$4.82K
|
–
|
–
|
–
|
|
|
38
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$3.86K
|
–
|
–
|
–
|
|
|
39
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$2.93K
|
+$2.82K
|
+76
|
New
|
|
|
40
|
Private Trust Company
Cleveland,
Ohio
|
$2K
|
–
|
–
|
–
|
|
|
41
|
Aspire Private Capital
Cornelius,
North Carolina
|
$1.04K
|
–
|
–
|
–
|
|
|
42
|
Biltmore Family Office
Charlotte,
North Carolina
|
$193
|
–
|
–
|
–
|
|
|
43
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$155
|
–
|
–
|
–
|
|
|
44
|
Fidelity Investments
Boston,
Massachusetts
|
$39
|
+$37
|
+1
|
New
|
|
|
45
|
Stifel Financial
St. Louis,
Missouri
|
–
|
-$259K
|
-7,962
|
Closed
|
|
|
46
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
–
|
-$108K
|
-3,328
|
Closed
|
|
|
47
|
Cutler Group
San Francisco,
California
|
–
|
-$9K
|
-300
|
Closed
|
|
