|
26
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$415K
|
–
|
–
|
–
|
|
|
27
|
Advisornet Financial
Minnetonka,
Minnesota
|
$371K
|
–
|
–
|
–
|
|
|
28
|
Summit Wealth Partners
Orlando,
Florida
|
$362K
|
-$40.3K
|
-1,647
|
-10%
|
|
|
29
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$337K
|
+$337K
|
+13,768
|
New
|
|
|
30
|
Citadel Advisors
Miami,
Florida
|
$250K
|
+$249K
|
+10,198
|
New
|
|
|
31
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$248K
|
+$247K
|
+10,120
|
New
|
|
|
32
|
Cardinal Point Wealth Management Partners
Irvine,
California
|
$248K
|
+$247K
|
+10,120
|
New
|
|
|
33
|
Cetera Advisors
Denver,
Colorado
|
$244K
|
-$531K
|
-21,733
|
-69%
|
|
|
34
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$226K
|
+$226K
|
+9,231
|
New
|
|
|
35
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$221K
|
–
|
–
|
–
|
|
|
36
|
WealthPLAN Partners
Omaha,
Nebraska
|
$209K
|
–
|
–
|
–
|
|
|
37
|
Truist Financial
Charlotte,
North Carolina
|
$204K
|
+$204K
|
+8,343
|
New
|
|
|
38
|
Steward Partners Investment Advisory
New York
|
$61.3K
|
+$61.1K
|
+2,500
|
New
|
|
|
39
|
Advisory Services Network
Atlanta,
Georgia
|
$56.3K
|
+$16.9K
|
+691
|
+43%
|
|
|
40
|
Harbour Investments
Madison,
Wisconsin
|
$55.1K
|
–
|
–
|
–
|
|
|
41
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$49.6K
|
+$48.9K
|
+2,000
|
New
|
|
|
42
|
IFP Advisors
Tampa,
Florida
|
$27.2K
|
-$831
|
-34
|
-3%
|
|
|
43
|
Spire Wealth Management
Mclean,
Virginia
|
$20.9K
|
+$20.9K
|
+853
|
New
|
|
|
44
|
Sunbelt Securities
Houston,
Texas
|
$11.4K
|
+$11.4K
|
+465
|
New
|
|
|
45
|
Trust Company
Manhattan,
Kansas
|
$6.3K
|
–
|
–
|
–
|
|
|
46
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$5.12K
|
–
|
–
|
–
|
|
|
47
|
|
–
|
-$457K
|
-19,125
|
Closed
|
|
|
48
|
Berger Financial Group
Plymouth,
Minnesota
|
–
|
-$243K
|
-10,165
|
Closed
|
|
|
49
|
Elmwood Wealth Management
Berkeley,
California
|
–
|
-$208K
|
-8,700
|
Closed
|
|
|
50
|
WealthPlan Investment Management
Omaha,
Nebraska
|
–
|
-$209K
|
-8,517
|
Closed
|
|
