|
26
|
Old Port Advisors
Portland,
Maine
|
$332K
|
–
|
–
|
–
|
|
|
27
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$319K
|
-$1.9K
|
-66
|
-0.6%
|
|
|
28
|
Citadel Advisors
Miami,
Florida
|
$308K
|
+$307K
|
+10,641
|
New
|
|
|
29
|
Riggs Capital Management
American Fork,
Utah
|
$284K
|
+$283K
|
+9,817
|
New
|
|
|
30
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$282K
|
–
|
–
|
–
|
|
|
31
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$264K
|
–
|
–
|
–
|
|
|
32
|
MML Investors Services
Springfield,
Massachusetts
|
$236K
|
–
|
–
|
–
|
|
|
33
|
CreativeOne Wealth
Overland Park,
Kansas
|
$220K
|
–
|
–
|
–
|
|
|
34
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$145K
|
–
|
–
|
–
|
|
|
35
|
Farther Finance Advisors
San Francisco,
California
|
$143K
|
–
|
–
|
–
|
|
|
36
|
Creative Financial Designs
Kokomo,
Indiana
|
$71.7K
|
+$4.21K
|
+146
|
+6%
|
|
|
37
|
Geneos Wealth Management
Englewood,
Colorado
|
$28.9K
|
+$28.8K
|
+1,000
|
New
|
|
|
38
|
POM Investment Strategies
Raleigh,
North Carolina
|
$18.6K
|
-$635K
|
-22,035
|
-97%
|
|
|
39
|
Global Retirement Partners
San Rafael,
California
|
$11.6K
|
+$11.5K
|
+400
|
New
|
|
|
40
|
UBS Group
Zurich,
Switzerland
|
$3.53K
|
+$3.51K
|
+122
|
New
|
|
|
41
|
New Millennium Group
Sandy,
Utah
|
$2.83K
|
+$2.82K
|
+98
|
New
|
|
|
42
|
NBC Securities
Birmingham,
Alabama
|
$60
|
-$59.9K
|
-2,079
|
-100%
|
|
|
43
|
Lloyd Advisory Services
Suwanee,
Georgia
|
–
|
-$15.5M
|
-541,964
|
Closed
|
|
|
44
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
–
|
-$7.66M
|
-268,601
|
Closed
|
|
|
45
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
–
|
-$6.52M
|
-228,631
|
Closed
|
|
|
46
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
–
|
-$3.74M
|
-130,960
|
Closed
|
|
|
47
|
Great Lakes Retirement
Sandusky,
Ohio
|
–
|
-$3.04M
|
-106,723
|
Closed
|
|
|
48
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
–
|
-$2.18M
|
-76,377
|
Closed
|
|
|
49
|
SMART Wealth
Omaha,
Nebraska
|
–
|
-$1.22M
|
-42,730
|
Closed
|
|
|
50
|
Csenge Advisory Group
Clearwater,
Florida
|
–
|
-$882K
|
-30,857
|
Closed
|
|
