|
26
|
MML Investors Services
Springfield,
Massachusetts
|
$242K
|
–
|
–
|
–
|
|
|
27
|
Perigon Wealth Management
San Francisco,
California
|
$237K
|
–
|
–
|
–
|
|
|
28
|
SignalPoint Asset Management
Springfield,
Missouri
|
$218K
|
+$209K
|
+14,620
|
New
|
|
|
29
|
UBS Group
Zurich,
Switzerland
|
$211K
|
+$202K
|
+14,150
|
New
|
|
|
30
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$184K
|
-$1.43K
|
-100
|
-0.8%
|
|
|
31
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$151K
|
+$144K
|
+10,100
|
New
|
|
|
32
|
Centaurus Financial
Anaheim,
California
|
$127K
|
+$121K
|
+8,500
|
New
|
|
|
33
|
IFP Advisors
Tampa,
Florida
|
$73K
|
+$39.8K
|
+2,790
|
+129%
|
|
|
34
|
Ancora Advisors
Cleveland,
Ohio
|
$67K
|
+$64.2K
|
+4,500
|
New
|
|
|
35
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$66K
|
-$6.13K
|
-430
|
-9%
|
|
|
36
|
Geneos Wealth Management
Englewood,
Colorado
|
$58K
|
–
|
–
|
–
|
|
|
37
|
Advisory Services Network
Atlanta,
Georgia
|
$46K
|
–
|
–
|
–
|
|
|
38
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$43K
|
–
|
–
|
–
|
|
|
39
|
Next Financial Group
Houston,
Texas
|
$26K
|
-$7.99K
|
-560
|
-24%
|
|
|
40
|
Pacifica Partners
Surrey,
Canada
|
$25K
|
+$24.1K
|
+1,690
|
New
|
|
|
41
|
Creative Financial Designs
Kokomo,
Indiana
|
$15K
|
–
|
–
|
–
|
|
|
42
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$10K
|
–
|
–
|
–
|
|
|
43
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$6K
|
-$2.28K
|
-160
|
-29%
|
|
|
44
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$3K
|
+$3.57K
|
+250
|
New
|
|
|
45
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
–
|
-$2.51M
|
-182,420
|
Closed
|
|
|
46
|
|
–
|
-$53K
|
-3,870
|
Closed
|
|
|
47
|
Litman Gregory Wealth Management
Larkspur,
California
|
–
|
-$6K
|
-450
|
Closed
|
|
