|
26
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$381K
|
-$80.5K
|
-2,823
|
-18%
|
|
|
27
|
Summit Wealth Partners
Orlando,
Florida
|
$370K
|
-$63.2K
|
-2,215
|
-15%
|
|
|
28
|
Trek Financial
Scottsdale,
Arizona
|
$368K
|
–
|
–
|
–
|
|
|
29
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$347K
|
–
|
–
|
–
|
|
|
30
|
Archer Investment Corporation
Carmel,
Indiana
|
$333K
|
–
|
–
|
–
|
|
|
31
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$329K
|
-$9.41M
|
-329,851
|
-97%
|
|
|
32
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$301K
|
–
|
–
|
–
|
|
|
33
|
BCGM Wealth Management
Lafayette,
Indiana
|
$298K
|
–
|
–
|
–
|
|
|
34
|
World Investment Advisors
Santa Barbara,
California
|
$281K
|
+$5.42K
|
+190
|
+2%
|
|
|
35
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$275K
|
-$4.28K
|
-150
|
-2%
|
|
|
36
|
Firestone Capital Management
Coral Gables,
Florida
|
$244K
|
-$57.1K
|
-2,000
|
-19%
|
|
|
37
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$205K
|
–
|
–
|
–
|
|
|
38
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$196K
|
–
|
–
|
–
|
|
|
39
|
Next Financial Group
Houston,
Texas
|
$109K
|
–
|
–
|
–
|
|
|
40
|
Valeo Financial Advisors
Carmel,
Indiana
|
$91K
|
–
|
–
|
–
|
|
|
41
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$90K
|
–
|
–
|
–
|
|
|
42
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$76K
|
+$6.08K
|
+213
|
+9%
|
|
|
43
|
UBS Group
Zurich,
Switzerland
|
$59K
|
+$25.5K
|
+893
|
+78%
|
|
|
44
|
IFP Advisors
Tampa,
Florida
|
$54K
|
-$327K
|
-11,465
|
-86%
|
|
|
45
|
Gradient Investments
Arden Hills,
Minnesota
|
$31K
|
-$15.1K
|
-528
|
-33%
|
|
|
46
|
Harbour Investments
Madison,
Wisconsin
|
$27K
|
+$28.3K
|
+992
|
New
|
|
|
47
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$20.3K
|
+$20.1K
|
+703
|
New
|
|
|
48
|
Larson Financial Group
St Louis,
Missouri
|
$12K
|
-$38.7K
|
-1,358
|
-76%
|
|
|
49
|
|
$6K
|
–
|
–
|
–
|
|
|
50
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$254K
|
-8,985
|
Closed
|
|
