|
26
|
Legacy Wealth Planning
Reno,
Nevada
|
$205K
|
+$197K
|
+7,200
|
New
|
|
|
27
|
Brave Asset Management
Summit,
New Jersey
|
$202K
|
+$194K
|
+7,100
|
New
|
|
|
28
|
|
$155K
|
-$322K
|
-11,806
|
-68%
|
|
|
29
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$91K
|
–
|
–
|
–
|
|
|
30
|
Wells Fargo
San Francisco,
California
|
$57K
|
-$218
|
-8
|
-0.4%
|
|
|
31
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$45K
|
+$11.2K
|
+410
|
+35%
|
|
|
32
|
Geneos Wealth Management
Englewood,
Colorado
|
$43K
|
-$21.8M
|
-797,824
|
-100%
|
|
|
33
|
|
$43K
|
-$4.37K
|
-160
|
-10%
|
|
|
34
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$39.2K
|
–
|
–
|
–
|
|
|
35
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$36K
|
-$9.18K
|
-336
|
-21%
|
|
|
36
|
Rockefeller Capital Management
New York
|
$34K
|
–
|
–
|
–
|
|
|
37
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$34K
|
–
|
–
|
–
|
|
|
38
|
Advisory Services Network
Atlanta,
Georgia
|
$28K
|
+$26.4K
|
+968
|
New
|
|
|
39
|
Truvestments Capital
Sarasota,
Florida
|
$26K
|
-$5.9K
|
-216
|
-19%
|
|
|
40
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$23K
|
–
|
–
|
–
|
|
|
41
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$13K
|
+$12.6K
|
+460
|
New
|
|
|
42
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$12K
|
+$8.79K
|
+322
|
+335%
|
|
|
43
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8K
|
-$13.4K
|
-492
|
-75%
|
|
|
44
|
Weaver Consulting Group
Huntington Beach,
California
|
$3K
|
–
|
–
|
–
|
|
|
45
|
IFP Advisors
Tampa,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
46
|
Tradewinds Capital Management
Bellingham,
Washington
|
$2K
|
–
|
–
|
–
|
|
|
47
|
|
–
|
-$3.14M
|
-134,664
|
Closed
|
|
|
48
|
Cutler Group
San Francisco,
California
|
–
|
-$1.03M
|
-37,748
|
-100%
|
|
|
49
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
–
|
-$298K
|
-12,800
|
Closed
|
|
|
50
|
Simplex Trading
Chicago,
Illinois
|
–
|
-$65K
|
-2,800
|
Closed
|
|
