|
26
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$210K
|
+$210K
|
+4,031
|
New
|
|
|
27
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$167K
|
+$25.6K
|
+490
|
+18%
|
|
|
28
|
UBS Group
Zurich,
Switzerland
|
$142K
|
+$90.2K
|
+1,729
|
+174%
|
|
|
29
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$84K
|
+$64.2K
|
+1,231
|
+326%
|
|
|
30
|
RMR Wealth Builders
Montclair,
New Jersey
|
$55K
|
+$55K
|
+1,053
|
New
|
|
|
31
|
Avior Wealth Management
Omaha,
Nebraska
|
$54K
|
+$54.6K
|
+1,047
|
New
|
|
|
32
|
American Portfolios Advisors
Holbrook,
New York
|
$30.5K
|
+$21.9K
|
+420
|
+253%
|
|
|
33
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30K
|
-$8.77K
|
-168
|
-23%
|
|
|
34
|
Private Ocean
San Rafael,
California
|
$17K
|
+$104
|
+2
|
+0.6%
|
|
|
35
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$15K
|
-$18.1K
|
-346
|
-55%
|
|
|
36
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$13.7K
|
–
|
–
|
–
|
|
|
37
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$13K
|
-$40.4K
|
-774
|
-76%
|
|
|
38
|
Key Financial Inc
West Chester,
Pennsylvania
|
$9K
|
+$9.08K
|
+174
|
New
|
|
|
39
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$7K
|
+$7.41K
|
+142
|
New
|
|
|
40
|
Spire Wealth Management
Mclean,
Virginia
|
$6K
|
+$5.69K
|
+109
|
New
|
|
|
41
|
Gradient Investments
Arden Hills,
Minnesota
|
$3K
|
+$3.24K
|
+62
|
New
|
|
|
42
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3K
|
+$3.29K
|
+63
|
New
|
|
|
43
|
Fidelity Investments
Boston,
Massachusetts
|
$2K
|
+$1.62K
|
+31
|
New
|
|
|
44
|
|
$1K
|
+$574
|
+11
|
New
|
|
|
45
|
Simplicity Solutions
Minneapolis,
Minnesota
|
–
|
-$29.9M
|
-568,995
|
Closed
|
|
|
46
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
–
|
-$746K
|
-14,208
|
Closed
|
|
|
47
|
Avantax Advisory Services
Dallas,
Texas
|
–
|
-$397K
|
-7,580
|
Closed
|
|
|
48
|
Concord Wealth Partners
Abingdon,
Virginia
|
–
|
-$7K
|
-136
|
Closed
|
|
|
49
|
Wells Fargo
San Francisco,
California
|
–
|
+$104
|
+2
|
New
|
|
