|
101
|
Global Retirement Partners
San Rafael,
California
|
$45.7K
|
+$45K
|
+1,100
|
New
|
|
|
102
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$44K
|
–
|
–
|
–
|
|
|
103
|
ORG Partners
Roanoke,
Indiana
|
$41.5K
|
–
|
–
|
–
|
|
|
104
|
Wilkerson Advisory Group
Columbia,
Missouri
|
$29.6K
|
+$29.2K
|
+712
|
New
|
|
|
105
|
UBS Group
Zurich,
Switzerland
|
$23.5K
|
+$4.26K
|
+104
|
+23%
|
|
|
106
|
Anfield Capital Management
Irvine,
California
|
$22.6K
|
–
|
–
|
–
|
|
|
107
|
Creative Financial Designs
Kokomo,
Indiana
|
$19.6K
|
–
|
–
|
–
|
|
|
108
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$2.66K
|
+$2.62K
|
+64
|
New
|
|
|
109
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.33K
|
+$1.31K
|
+32
|
New
|
|
|
110
|
Uniting Wealth Partners
Mission,
Kansas
|
–
|
-$5.32M
|
-131,037
|
Closed
|
|
|
111
|
Keystone Wealth Services
Palm Desert,
California
|
–
|
-$1.36M
|
-33,499
|
Closed
|
|
|
112
|
Macroview Investment Management
Bethesda,
Maryland
|
–
|
-$1.32M
|
-32,653
|
Closed
|
|
|
113
|
Ignite Planners
San Clemente,
California
|
–
|
-$716K
|
-17,656
|
Closed
|
|
|
114
|
Focus Partners Wealth
Boston,
Massachusetts
|
–
|
-$483K
|
-11,907
|
Closed
|
|
|
115
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$467K
|
-11,512
|
Closed
|
|
|
116
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
–
|
-$302K
|
-7,444
|
Closed
|
|
|
117
|
Americana Partners
Houston,
Texas
|
–
|
-$267K
|
-6,581
|
Closed
|
|
|
118
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$248K
|
-6,107
|
Closed
|
|
|
119
|
Kestra Private Wealth Services
Austin,
Texas
|
–
|
-$235K
|
-5,795
|
Closed
|
|
|
120
|
Madrona Financial Services
Everett,
Washington
|
–
|
-$215K
|
-5,305
|
Closed
|
|
|
121
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
–
|
-$120K
|
-2,960
|
Closed
|
|
|
122
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
–
|
-$106K
|
-2,604
|
Closed
|
|
