|
26
|
CoreCap Advisors
Southfield,
Michigan
|
$525K
|
+$13.1K
|
+395
|
+3%
|
|
|
27
|
Global Trust Wealth Management
West Palm Beach,
Florida
|
$400K
|
-$138K
|
-4,170
|
-26%
|
|
|
28
|
SEI Investments
Oaks,
Pennsylvania
|
$382K
|
–
|
–
|
–
|
|
|
29
|
Envestnet Asset Management
Chicago,
Illinois
|
$363K
|
+$44.3K
|
+1,335
|
+14%
|
|
|
30
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$338K
|
–
|
–
|
–
|
|
|
31
|
Raymond James Financial
St Petersburg,
Florida
|
$264K
|
–
|
–
|
–
|
|
|
32
|
Orion Capital Management
Coronado,
California
|
$262K
|
–
|
–
|
–
|
|
|
33
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$240K
|
–
|
–
|
–
|
|
|
34
|
CRA Financial Services
Northfield,
New Jersey
|
$211K
|
+$207K
|
+6,245
|
New
|
|
|
35
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$204K
|
+$200K
|
+6,030
|
New
|
|
|
36
|
MML Investors Services
Springfield,
Massachusetts
|
$200K
|
+$197K
|
+5,928
|
New
|
|
|
37
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$167K
|
+$164K
|
+4,935
|
New
|
|
|
38
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$80.5K
|
–
|
–
|
–
|
|
|
39
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$33.8K
|
–
|
–
|
–
|
|
|
40
|
IFP Advisors
Tampa,
Florida
|
$32.2K
|
–
|
–
|
–
|
|
|
41
|
Luminist Capital
Grand Rapids,
Michigan
|
$30.1K
|
+$30.2K
|
+910
|
New
|
|
|
42
|
AE Wealth Management
Topeka,
Kansas
|
$19K
|
–
|
–
|
–
|
|
|
43
|
Farther Finance Advisors
San Francisco,
California
|
$7.98K
|
+$5.5K
|
+166
|
+237%
|
|
|
44
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$6.9K
|
–
|
–
|
–
|
|
|
45
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3.38K
|
–
|
–
|
–
|
|
|
46
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$8.44M
|
-269,799
|
Closed
|
|
|
47
|
LeClair Wealth Partners
Dublin,
Ohio
|
–
|
-$571K
|
-18,246
|
Closed
|
|
|
48
|
Foundations Investment Advisors
Phoenix,
Arizona
|
–
|
-$339K
|
-10,838
|
Closed
|
|
|
49
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
–
|
-$19.4K
|
-619
|
Closed
|
|
|
50
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
–
|
-$14.6K
|
-466
|
Closed
|
|
