|
26
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$98K
|
–
|
–
|
–
|
|
|
27
|
SVB Wealth
Boston,
Massachusetts
|
$61K
|
–
|
–
|
–
|
|
|
28
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$47K
|
+$24.5K
|
+1,500
|
+100%
|
|
|
29
|
Rockefeller Capital Management
New York
|
$39K
|
–
|
–
|
–
|
|
|
30
|
American Portfolios Advisors
Holbrook,
New York
|
$36.1K
|
-$5.14K
|
-314
|
-12%
|
|
|
31
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$33K
|
+$262
|
+16
|
+0.8%
|
|
|
32
|
Global Retirement Partners
San Rafael,
California
|
$30K
|
–
|
–
|
–
|
|
|
33
|
Ranch Capital Advisors
Sarasota,
Florida
|
$28K
|
–
|
–
|
–
|
|
|
34
|
Advisornet Financial
Minnetonka,
Minnesota
|
$20K
|
-$19.6K
|
-1,200
|
-48%
|
|
|
35
|
Geneos Wealth Management
Englewood,
Colorado
|
$19K
|
+$8.69K
|
+531
|
+78%
|
|
|
36
|
Wolff Wiese Magana
Carslbad,
California
|
$16K
|
–
|
–
|
–
|
|
|
37
|
Addison Advisors
Middlebury,
Vermont
|
$15K
|
–
|
–
|
–
|
|
|
38
|
Koshinski Asset Management
Decatur,
Illinois
|
$6.4K
|
+$6.64K
|
+406
|
New
|
|
|
39
|
Next Financial Group
Houston,
Texas
|
$6K
|
-$21.3K
|
-1,302
|
-76%
|
|
|
40
|
US Bancorp
Minneapolis,
Minnesota
|
$5K
|
–
|
–
|
–
|
|
|
41
|
Better Money Decisions
Santa Fe,
New Mexico
|
$3K
|
–
|
–
|
–
|
|
|
42
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
–
|
-$551K
|
-33,020
|
Closed
|
|
|
43
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$167K
|
-10,009
|
Closed
|
|
|
44
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
–
|
-$109K
|
-6,555
|
Closed
|
|
|
45
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$41K
|
-2,482
|
Closed
|
|
|
46
|
|
–
|
-$11K
|
-675
|
Closed
|
|
|
47
|
Tower Research Capital (TRC)
New York
|
–
|
+$131
|
+8
|
New
|
|
