|
26
|
LPL Financial
San Diego,
California
|
$238K
|
-$121K
|
-4,178
|
-34%
|
|
|
27
|
Avidian Wealth Enterprises
Houston,
Texas
|
$231K
|
–
|
–
|
–
|
|
|
28
|
Sugar Maple Asset Management
Sister Bay,
Wisconsin
|
$227K
|
–
|
–
|
–
|
|
|
29
|
WealthGarden F.S.
El Segundo,
California
|
$223K
|
-$1.36K
|
-47
|
-0.6%
|
|
|
30
|
GeoWealth Management
Chicago,
Illinois
|
$222K
|
-$403K
|
-13,928
|
-65%
|
|
|
31
|
Strategic Blueprint
Atlanta,
Georgia
|
$207K
|
-$27K
|
-935
|
-12%
|
|
|
32
|
Moors & Cabot
Boston,
Massachusetts
|
$204K
|
+$199K
|
+6,880
|
New
|
|
|
33
|
NBC Securities
Birmingham,
Alabama
|
$150K
|
–
|
–
|
–
|
|
|
34
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$148K
|
–
|
–
|
–
|
|
|
35
|
Farther Finance Advisors
San Francisco,
California
|
$113K
|
+$111K
|
+3,826
|
New
|
|
|
36
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$23.2K
|
+$22.7K
|
+785
|
New
|
|
|
37
|
UBS Group
Zurich,
Switzerland
|
$18.5K
|
-$18.3K
|
-632
|
-50%
|
|
|
38
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$13.1K
|
–
|
–
|
–
|
|
|
39
|
Pineridge Advisors
St. Charles,
Missouri
|
$6.33K
|
-$52K
|
-1,798
|
-89%
|
|
|
40
|
Creative Financial Designs
Kokomo,
Indiana
|
$4.62K
|
+$4.51K
|
+156
|
New
|
|
|
41
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
–
|
-$1.27M
|
-258,909
|
Closed
|
|
|
42
|
WealthPlan Investment Management
Omaha,
Nebraska
|
–
|
-$4.68M
|
-163,797
|
Closed
|
|
|
43
|
WealthPLAN Partners
Omaha,
Nebraska
|
–
|
-$3.16M
|
-110,401
|
Closed
|
|
|
44
|
Great Lakes Retirement
Sandusky,
Ohio
|
–
|
-$3.02M
|
-105,692
|
Closed
|
|
|
45
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$2.15M
|
-75,347
|
Closed
|
|
|
46
|
Csenge Advisory Group
Clearwater,
Florida
|
–
|
-$1.05M
|
-36,775
|
Closed
|
|
|
47
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
–
|
-$723K
|
-25,277
|
Closed
|
|
|
48
|
Kingdom Financial Group
Peoria,
Arizona
|
–
|
-$468K
|
-16,356
|
Closed
|
|
|
49
|
Citadel Advisors
Miami,
Florida
|
–
|
-$263K
|
-9,192
|
Closed
|
|
|
50
|
Penserra Capital Management
Orinda,
California
|
–
|
-$8K
|
-277
|
Closed
|
|
