|
26
|
Global Retirement Partners
San Rafael,
California
|
$360K
|
+$17.2K
|
+539
|
+5%
|
|
|
27
|
Bank of America
Charlotte,
North Carolina
|
$355K
|
-$7.58K
|
-238
|
-2%
|
|
|
28
|
Walker Asset Management
Verona,
Missouri
|
$296K
|
+$15.6K
|
+491
|
+5%
|
|
|
29
|
Geneos Wealth Management
Englewood,
Colorado
|
$146K
|
-$350
|
-11
|
-0.2%
|
|
|
30
|
Belpointe Asset Management
Reno,
Nevada
|
$97.3K
|
+$83.1K
|
+2,607
|
+460%
|
|
|
31
|
Private Trust Company
Cleveland,
Ohio
|
$90K
|
+$93.6K
|
+2,937
|
New
|
|
|
32
|
Aspire Private Capital
Cornelius,
North Carolina
|
$23.3K
|
–
|
–
|
–
|
|
|
33
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$17.3K
|
–
|
–
|
–
|
|
|
34
|
Harbour Investments
Madison,
Wisconsin
|
$15.2K
|
–
|
–
|
–
|
|
|
35
|
Bogart Wealth LLC
Mclean,
Virginia
|
$9.17K
|
+$32
|
+1
|
+0.3%
|
|
|
36
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$8.7K
|
–
|
–
|
–
|
|
|
37
|
Steward Partners Investment Advisory
New York
|
$8.28K
|
–
|
–
|
–
|
|
|
38
|
Parallel Advisors
San Francisco,
California
|
$4.81K
|
–
|
–
|
–
|
|
|
39
|
Spire Wealth Management
Mclean,
Virginia
|
$2.8K
|
-$2.26M
|
-71,018
|
-100%
|
|
|
40
|
AlphaCore Capital
La Jolla,
California
|
$2.27K
|
–
|
–
|
–
|
|
|
41
|
EPG Wealth Management
Atlanta,
Georgia
|
$2.05K
|
–
|
–
|
–
|
|
|
42
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$2K
|
–
|
–
|
–
|
|
|
43
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.38K
|
+$1.43K
|
+45
|
New
|
|
|
44
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
–
|
-$2.64M
|
-85,701
|
Closed
|
|
|
45
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
–
|
-$2.57M
|
-83,491
|
Closed
|
|
|
46
|
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
–
|
-$1.87M
|
-60,767
|
Closed
|
|
|
47
|
|
–
|
-$488K
|
-15,861
|
Closed
|
|
|
48
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$412K
|
-13,388
|
Closed
|
|
|
49
|
CreativeOne Wealth
Overland Park,
Kansas
|
–
|
-$254K
|
-8,277
|
Closed
|
|
|
50
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
–
|
-$169K
|
-5,505
|
Closed
|
|
