|
26
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$208K
|
+$207K
|
+5,727
|
New
|
|
|
27
|
Calton & Associates
Tampa,
Florida
|
$200K
|
-$20.4K
|
-565
|
-9%
|
|
|
28
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$125K
|
+$124K
|
+3,437
|
New
|
|
|
29
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$124K
|
-$31.6K
|
-874
|
-20%
|
|
|
30
|
UBS Group
Zurich,
Switzerland
|
$81K
|
-$44.1K
|
-1,219
|
-35%
|
|
|
31
|
Steward Partners Investment Advisory
New York
|
$46K
|
–
|
–
|
–
|
|
|
32
|
Advisory Services Network
Atlanta,
Georgia
|
$28K
|
–
|
–
|
–
|
|
|
33
|
Wealth Quarterback
Toms River,
New Jersey
|
$21.4K
|
–
|
–
|
–
|
|
|
34
|
Global Financial Private Client
Sarasota,
Florida
|
$20.6K
|
-$12K
|
-332
|
-37%
|
|
|
35
|
Geneos Wealth Management
Englewood,
Colorado
|
$13K
|
–
|
–
|
–
|
|
|
36
|
Archer Investment Corporation
Carmel,
Indiana
|
$4K
|
–
|
–
|
–
|
|
|
37
|
|
$4K
|
–
|
–
|
–
|
|
|
38
|
Global Financial Private Capital
Sarasota,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
39
|
Bison Wealth
Atlanta,
Georgia
|
$3K
|
+$3.29K
|
+91
|
New
|
|
|
40
|
Howe & Rusling
Rochester,
New York
|
$2K
|
+$1.81K
|
+50
|
New
|
|
|
41
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$2K
|
+$2.13K
|
+59
|
New
|
|
|
42
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1K
|
-$565K
|
-15,645
|
-100%
|
|
|
43
|
Csenge Advisory Group
Clearwater,
Florida
|
–
|
-$2.82M
|
-76,003
|
Closed
|
|
|
44
|
Bruderman Asset Management
Locust Valley,
New York
|
–
|
-$1.38M
|
-37,200
|
Closed
|
|
|
45
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
–
|
-$548K
|
-14,775
|
Closed
|
|
|
46
|
Paulson Wealth Management
Wheaton,
Illinois
|
–
|
-$541K
|
-14,693
|
Closed
|
|
|
47
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$498K
|
-13,430
|
Closed
|
|
|
48
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
–
|
-$459K
|
-12,366
|
Closed
|
|
|
49
|
Rockland Trust
Hanover,
Massachusetts
|
–
|
-$202K
|
-5,437
|
Closed
|
|
|
50
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
–
|
-$41K
|
-1,105
|
Closed
|
|
