|
26
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$470K
|
–
|
–
|
–
|
|
|
27
|
Diligent Investors
Redlands,
California
|
$394K
|
–
|
–
|
–
|
|
|
28
|
UBS Group
Zurich,
Switzerland
|
$381K
|
+$228K
|
+6,704
|
+154%
|
|
|
29
|
Wealth Group
Raleigh,
North Carolina
|
$361K
|
–
|
–
|
–
|
|
|
30
|
HB Wealth Management
Atlanta,
Georgia
|
$342K
|
–
|
–
|
–
|
|
|
31
|
Independent Financial Group
San Diego,
California
|
$303K
|
–
|
–
|
–
|
|
|
32
|
Clear Point Advisors
Melville,
New York
|
$252K
|
–
|
–
|
–
|
|
|
33
|
Private Advisor Group
Morristown,
New Jersey
|
$228K
|
–
|
–
|
–
|
|
|
34
|
Belpointe Asset Management
Reno,
Nevada
|
$224K
|
–
|
–
|
–
|
|
|
35
|
Sentinus LLC
Oak Brook,
Illinois
|
$210K
|
+$208K
|
+6,098
|
New
|
|
|
36
|
Harbour Investments
Madison,
Wisconsin
|
$199K
|
-$3.41K
|
-100
|
-2%
|
|
|
37
|
Spire Wealth Management
Mclean,
Virginia
|
$191K
|
-$262K
|
-7,677
|
-58%
|
|
|
38
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$172K
|
–
|
–
|
–
|
|
|
39
|
IFP Advisors
Tampa,
Florida
|
$170K
|
–
|
–
|
–
|
|
|
40
|
Advisornet Financial
Minnetonka,
Minnesota
|
$106K
|
–
|
–
|
–
|
|
|
41
|
CoreCap Advisors
Southfield,
Michigan
|
$101K
|
-$4.12K
|
-121
|
-4%
|
|
|
42
|
Steward Partners Investment Advisory
New York
|
$22.6K
|
+$22.3K
|
+655
|
New
|
|
|
43
|
Financial Network Wealth Advisors
Murray,
Utah
|
$19.1K
|
+$18.9K
|
+555
|
New
|
|
|
44
|
Farther Finance Advisors
San Francisco,
California
|
$690
|
–
|
–
|
–
|
|
|
45
|
|
–
|
-$933K
|
-27,565
|
Closed
|
|
|
46
|
Lincoln National Corp
Radnor,
Pennsylvania
|
–
|
-$596K
|
-17,616
|
Closed
|
|
|
47
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
–
|
-$201K
|
-5,923
|
Closed
|
|
