|
26
|
Concord Wealth Partners
Abingdon,
Virginia
|
$292K
|
+$19.5K
|
+658
|
+7%
|
|
|
27
|
Security Financial Services
Fort Wayne,
Indiana
|
$287K
|
+$291K
|
+9,849
|
New
|
|
|
28
|
Brookstone Capital Management
Wheaton,
Illinois
|
$279K
|
+$61.1K
|
+2,065
|
+27%
|
|
|
29
|
D.J. St. Germain
Springfield,
Massachusetts
|
$257K
|
+$261K
|
+8,811
|
New
|
|
|
30
|
Geneos Wealth Management
Englewood,
Colorado
|
$244K
|
+$247K
|
+8,353
|
New
|
|
|
31
|
Advisornet Financial
Minnetonka,
Minnesota
|
$189K
|
+$192K
|
+6,476
|
New
|
|
|
32
|
Harbour Investments
Madison,
Wisconsin
|
$52.3K
|
–
|
–
|
–
|
|
|
33
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$40K
|
-$105K
|
-3,554
|
-72%
|
|
|
34
|
NewEdge Advisors
New Orleans,
Louisiana
|
$36.3K
|
-$1.77K
|
-60
|
-5%
|
|
|
35
|
IFP Advisors
Tampa,
Florida
|
$24.7K
|
–
|
–
|
–
|
|
|
36
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$8.75K
|
–
|
–
|
–
|
|
|
37
|
Valley Wealth Managers
Paramus,
New Jersey
|
$7.53K
|
-$2.13K
|
-72
|
-22%
|
|
|
38
|
Piershale Financial Group
Barrington,
Illinois
|
$5.34K
|
–
|
–
|
–
|
|
|
39
|
FAS Wealth Partners
Leawood,
Kansas
|
–
|
-$58.2M
|
-1,942,160
|
Closed
|
|
|
40
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
–
|
-$9.17M
|
-306,055
|
Closed
|
|
|
41
|
KWB Wealth
Redlands,
California
|
–
|
-$2.68M
|
-116,005
|
Closed
|
|
|
42
|
Coppell Advisory Solutions
Coppell,
Texas
|
–
|
-$1.45M
|
-48,942
|
Closed
|
|
|
43
|
Centurion Wealth Management
Mclean,
Virginia
|
–
|
-$942K
|
-19,842
|
Closed
|
|
|
44
|
Citadel Advisors
Miami,
Florida
|
–
|
-$322K
|
-10,760
|
Closed
|
|
|
45
|
Bessemer Group
Woodbridge,
New Jersey
|
–
|
-$62K
|
-2,075
|
Closed
|
|
|
46
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$25.8K
|
-860
|
Closed
|
|
|
47
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$24.2K
|
-807
|
Closed
|
|
|
48
|
Kalos Management
Alpharetta,
Georgia
|
–
|
-$11.5K
|
-383
|
Closed
|
|
|
49
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$2K
|
-67
|
Closed
|
|
|
50
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
–
|
-$1.83K
|
-61
|
Closed
|
|
