|
26
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$381K
|
+$381K
|
+7,431
|
New
|
|
|
27
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$371K
|
+$371K
|
+7,238
|
New
|
|
|
28
|
Atomi Financial Group
New York
|
$304K
|
+$303K
|
+5,919
|
New
|
|
|
29
|
Ballast Rock Private Wealth
Charleston,
South Carolina
|
$300K
|
+$3.94K
|
+77
|
+1%
|
|
|
30
|
Independence Asset Advisors
Wynnewood,,
Pennsylvania
|
$290K
|
-$49.6K
|
-968
|
-15%
|
|
|
31
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$264K
|
+$4.61K
|
+90
|
+2%
|
|
|
32
|
Insight Wealth Strategies
San Ramon,
California
|
$247K
|
+$247K
|
+4,831
|
New
|
|
|
33
|
|
$203K
|
+$203K
|
+3,959
|
New
|
|
|
34
|
Farther Finance Advisors
San Francisco,
California
|
$155K
|
+$155K
|
+3,020
|
New
|
|
|
35
|
Global Retirement Partners
San Rafael,
California
|
$151K
|
+$151K
|
+2,942
|
New
|
|
|
36
|
Osaic Holdings
Scottsdale,
Arizona
|
$87.9K
|
+$87.8K
|
+1,714
|
New
|
|
|
37
|
Physician Wealth Advisors
Midvale,
Utah
|
$23K
|
–
|
–
|
–
|
|
|
38
|
|
$20.5K
|
–
|
–
|
–
|
|
|
39
|
AE Wealth Management
Topeka,
Kansas
|
$17.5K
|
+$17.5K
|
+341
|
New
|
|
|
40
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$11.9K
|
+$11.9K
|
+232
|
New
|
|
|
41
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$5.8K
|
+$5.79K
|
+113
|
New
|
|
|
42
|
Wells Fargo
San Francisco,
California
|
$1
|
–
|
–
|
–
|
|
|
43
|
Arete Wealth Advisors
Chicago,
Illinois
|
–
|
-$1.39M
|
-27,240
|
Closed
|
|
|
44
|
Swisher Financial Concepts
Westerville,
Ohio
|
–
|
-$247K
|
-4,845
|
Closed
|
|
|
45
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$215K
|
-4,210
|
Closed
|
|
