|
26
|
Cypress Wealth Services
Palm Desert,
California
|
$360K
|
+$346K
|
+11,059
|
New
|
|
|
27
|
BCGM Wealth Management
Lafayette,
Indiana
|
$329K
|
–
|
–
|
–
|
|
|
28
|
Independent Financial Group
San Diego,
California
|
$256K
|
-$82.6K
|
-2,637
|
-25%
|
|
|
29
|
TAGStone Capital
Charlotte,
North Carolina
|
$233K
|
+$15K
|
+480
|
+7%
|
|
|
30
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$229K
|
-$62.6K
|
-2,000
|
-22%
|
|
|
31
|
GeoWealth Management
Chicago,
Illinois
|
$205K
|
+$197K
|
+6,295
|
New
|
|
|
32
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$163K
|
–
|
–
|
–
|
|
|
33
|
Barclays
London,
United Kingdom
|
$148K
|
+$142K
|
+4,547
|
New
|
|
|
34
|
AE Wealth Management
Topeka,
Kansas
|
$126K
|
-$8.86K
|
-283
|
-7%
|
|
|
35
|
Creative Financial Designs
Kokomo,
Indiana
|
$39K
|
–
|
–
|
–
|
|
|
36
|
IFP Advisors
Tampa,
Florida
|
$7.35K
|
+$1.57K
|
+50
|
+28%
|
|
|
37
|
Financial Network Wealth Advisors
Murray,
Utah
|
$5.63K
|
–
|
–
|
–
|
|
|
38
|
UBS Group
Zurich,
Switzerland
|
$390
|
+$376
|
+12
|
New
|
|
|
39
|
|
–
|
-$482K
|
-15,561
|
Closed
|
|
|
40
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
–
|
-$314K
|
-10,139
|
Closed
|
|
|
41
|
Strategic Blueprint
Atlanta,
Georgia
|
–
|
-$271K
|
-8,747
|
Closed
|
|
|
42
|
Virtue Capital Management
Brentwood,
Tennessee
|
–
|
-$251K
|
-8,100
|
Closed
|
|
|
43
|
Grantvest Financial Group
Matawan,
New Jersey
|
–
|
-$208K
|
-6,698
|
Closed
|
|
|
44
|
Golden State Wealth Management
Santa Ana,
California
|
–
|
-$11.7K
|
-376
|
Closed
|
|
|
45
|
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
|
–
|
-$2.82K
|
-91
|
Closed
|
|
|
46
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
-$1K
|
-28
|
Closed
|
|
