|
26
|
Catalina Capital Group
Torrance,
California
|
$190K
|
–
|
–
|
–
|
|
|
27
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$186K
|
+$203K
|
+12,618
|
New
|
|
|
28
|
Osaic Holdings
Scottsdale,
Arizona
|
$58.9K
|
+$8.14K
|
+506
|
+15%
|
|
|
29
|
Comerica Bank
Dallas,
Texas
|
$48.2K
|
+$7.67K
|
+477
|
+17%
|
|
|
30
|
Archer Investment Corporation
Carmel,
Indiana
|
$34.6K
|
–
|
–
|
–
|
|
|
31
|
DecisionPoint Financial
Mesa,
Arizona
|
$29.9K
|
+$32.5K
|
+2,022
|
New
|
|
|
32
|
Larson Financial Group
St Louis,
Missouri
|
$13.3K
|
+$1.51K
|
+94
|
+12%
|
|
|
33
|
WPG Advisers
Baltimore,
Maryland
|
$10.9K
|
+$11.9K
|
+739
|
New
|
|
|
34
|
Geneos Wealth Management
Englewood,
Colorado
|
$7.71K
|
+$2.58K
|
+160
|
+44%
|
|
|
35
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
–
|
–
|
–
|
|
|
36
|
AssetMark Inc
Concord,
California
|
$355
|
–
|
–
|
–
|
|
|
37
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
–
|
-$282K
|
-16,510
|
Closed
|
|
|
38
|
Corient Private Wealth
Miami,
Florida
|
–
|
-$256K
|
-14,958
|
Closed
|
|
|
39
|
Spire Wealth Management
Mclean,
Virginia
|
–
|
-$5.32K
|
-311
|
Closed
|
|
|
40
|
Planned Solutions
Folsom,
California
|
–
|
-$4.27K
|
-250
|
Closed
|
|
|
41
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$17
|
-1
|
Closed
|
|
