|
51
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$361K
|
+$10.6K
|
+256
|
+3%
|
|
|
52
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$322K
|
-$21.2K
|
-513
|
-6%
|
|
|
53
|
Blue Rock Wealth Management
Winston-Salem,
North Carolina
|
$315K
|
-$33.9K
|
-819
|
-10%
|
|
|
54
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$308K
|
+$305K
|
+7,390
|
New
|
|
|
55
|
Cora Capital Advisors
Marlton,
New Jersey
|
$271K
|
+$47.2K
|
+1,141
|
+21%
|
|
|
56
|
Continuum Advisory
Eagle,
Idaho
|
$140K
|
+$139K
|
+3,353
|
New
|
|
|
57
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$104K
|
–
|
–
|
–
|
|
|
58
|
UBS Group
Zurich,
Switzerland
|
$83K
|
+$81.7K
|
+1,977
|
+17,973%
|
|
|
59
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$15.1K
|
–
|
–
|
–
|
|
|
60
|
Principal Securities
Des Moines,
Iowa
|
$14.7K
|
–
|
–
|
–
|
|
|
61
|
Wells Fargo
San Francisco,
California
|
$13.4K
|
+$8.27K
|
+200
|
+165%
|
|
|
62
|
IFP Advisors
Tampa,
Florida
|
$13.1K
|
+$2.48K
|
+60
|
+24%
|
|
|
63
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$11.9K
|
+$11.8K
|
+285
|
New
|
|
|
64
|
|
–
|
-$1.38M
|
-33,758
|
Closed
|
|
|
65
|
Nations Financial Group
Cedar Rapids,
Iowa
|
–
|
-$1.04M
|
-25,412
|
Closed
|
|
|
66
|
Rockefeller Capital Management
New York
|
–
|
-$441K
|
-10,765
|
Closed
|
|
|
67
|
Kingswood Wealth Advisors
San Diego,
California
|
–
|
-$268K
|
-6,546
|
Closed
|
|
|
68
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
–
|
-$212K
|
-5,182
|
Closed
|
|
|
69
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$41
|
-1
|
Closed
|
|
|
70
|
|
–
|
-$50
|
-1
|
Closed
|
|
