|
26
|
Summit Financial
Parsippany,
New Jersey
|
$396K
|
+$366K
|
+10,571
|
New
|
|
|
27
|
Truist Financial
Charlotte,
North Carolina
|
$343K
|
+$316K
|
+9,139
|
New
|
|
|
28
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$276K
|
-$62.6K
|
-1,807
|
-20%
|
|
|
29
|
Partners Wealth Management
Carmel By The Sea,
California
|
$213K
|
-$73.1K
|
-2,111
|
-27%
|
|
|
30
|
Axxcess Wealth Management
Carlsbad,
California
|
$207K
|
+$192K
|
+5,533
|
New
|
|
|
31
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$93K
|
+$85.6K
|
+2,472
|
New
|
|
|
32
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$52K
|
–
|
–
|
–
|
|
|
33
|
Osaic Holdings
Scottsdale,
Arizona
|
$48.6K
|
-$10.8K
|
-312
|
-18%
|
|
|
34
|
|
$31.7K
|
-$7.41K
|
-214
|
-20%
|
|
|
35
|
Rossby Financial
Melbourne,
Florida
|
$12.3K
|
–
|
–
|
–
|
|
|
36
|
CoreCap Advisors
Southfield,
Michigan
|
$9.3K
|
-$3.43K
|
-99
|
-29%
|
|
|
37
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
–
|
-$597K
|
-18,326
|
Closed
|
|
|
38
|
Geneos Wealth Management
Englewood,
Colorado
|
–
|
-$240K
|
-7,381
|
Closed
|
|
|
39
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$238K
|
-7,307
|
Closed
|
|
|
40
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$195K
|
-6,000
|
Closed
|
|
|
41
|
UBS Group
Zurich,
Switzerland
|
–
|
-$12K
|
-368
|
Closed
|
|
|
42
|
Sunbelt Securities
Houston,
Texas
|
–
|
-$5.59K
|
-155
|
Closed
|
|
|
43
|
Global Retirement Partners
San Rafael,
California
|
–
|
-$2.8K
|
-86
|
Closed
|
|
