|
26
|
Fermata Advisors
Sonoma,
California
|
$269K
|
+$272K
|
+7,404
|
New
|
|
|
27
|
Mutual Advisors
Omaha,
Nebraska
|
$250K
|
-$21.7K
|
-592
|
-8%
|
|
|
28
|
Geneos Wealth Management
Englewood,
Colorado
|
$235K
|
+$237K
|
+6,470
|
New
|
|
|
29
|
Atria Investments
Charlotte,
North Carolina
|
$224K
|
+$226K
|
+6,160
|
New
|
|
|
30
|
MML Investors Services
Springfield,
Massachusetts
|
$220K
|
-$18.7K
|
-511
|
-8%
|
|
|
31
|
|
$119K
|
-$37
|
-1
|
-0%
|
|
|
32
|
Allworth Financial
Folsom,
California
|
$92.2K
|
+$14.7K
|
+400
|
+19%
|
|
|
33
|
CoreCap Advisors
Southfield,
Michigan
|
$52.5K
|
–
|
–
|
–
|
|
|
34
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$24.2K
|
+$6.05K
|
+165
|
+33%
|
|
|
35
|
Bank of America
Charlotte,
North Carolina
|
$6.61K
|
+$6.68K
|
+182
|
New
|
|
|
36
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5K
|
+$4.7K
|
+128
|
New
|
|
|
37
|
Harbour Investments
Madison,
Wisconsin
|
$1.55K
|
-$14.3K
|
-389
|
-90%
|
|
|
38
|
Creekmur Asset Management
Morton,
Illinois
|
$1.45K
|
–
|
–
|
–
|
|
|
39
|
Spire Wealth Management
Mclean,
Virginia
|
$526
|
–
|
–
|
–
|
|
|
40
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
–
|
-$7.59M
|
-207,448
|
Closed
|
|
|
41
|
Global View Capital Management
Waukesha,
Wisconsin
|
–
|
-$1.32M
|
-35,913
|
Closed
|
|
|
42
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$569K
|
-15,545
|
Closed
|
|
|
43
|
UBS Group
Zurich,
Switzerland
|
–
|
-$18.6K
|
-508
|
Closed
|
|
|
44
|
Hollencrest Capital Management
Newport Beach,
California
|
–
|
-$11K
|
-300
|
Closed
|
|
|
45
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
–
|
-$10.8K
|
-295
|
Closed
|
|
|
46
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$110
|
-3
|
Closed
|
|
