|
26
|
Summit Financial
Parsippany,
New Jersey
|
$294K
|
-$12.8K
|
-338
|
-4%
|
|
|
27
|
|
$292K
|
+$313K
|
+8,287
|
New
|
|
|
28
|
World Investment Advisors
Santa Barbara,
California
|
$279K
|
+$80.2K
|
+2,120
|
+37%
|
|
|
29
|
Lifestyle Asset Management
Friendswood,
Texas
|
$261K
|
+$38
|
+1
|
+0%
|
|
|
30
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$70.4K
|
+$22.7K
|
+600
|
+43%
|
|
|
31
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$39.1K
|
+$42K
|
+1,112
|
New
|
|
|
32
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$33.4K
|
+$35.9K
|
+950
|
New
|
|
|
33
|
UBS Group
Zurich,
Switzerland
|
$32.2K
|
+$34.6K
|
+914
|
New
|
|
|
34
|
Brown Brothers Harriman & Co
New York
|
$27.7K
|
+$29.8K
|
+788
|
New
|
|
|
35
|
Rossby Financial
Melbourne,
Florida
|
$11.4K
|
–
|
–
|
–
|
|
|
36
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$7.64K
|
–
|
–
|
–
|
|
|
37
|
Parsonex Advisory Services
Englewood,
Colorado
|
–
|
-$5.99M
|
-155,393
|
Closed
|
|
|
38
|
Geneos Wealth Management
Englewood,
Colorado
|
–
|
-$1.03M
|
-26,690
|
Closed
|
|
|
39
|
RIA Advisory Group
Des Moines,
Iowa
|
–
|
-$802K
|
-20,788
|
Closed
|
|
|
40
|
Global Assets Advisory
Orlando,
Florida
|
–
|
-$621K
|
-16,107
|
Closed
|
|
|
41
|
Coppell Advisory Solutions
Coppell,
Texas
|
–
|
-$537K
|
-13,716
|
Closed
|
|
|
42
|
J.W. Cole Advisors
Tampa,
Florida
|
–
|
-$523K
|
-13,560
|
Closed
|
|
|
43
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$416K
|
-10,791
|
Closed
|
|
|
44
|
Axxcess Wealth Management
Carlsbad,
California
|
–
|
-$227K
|
-5,877
|
Closed
|
|
|
45
|
|
–
|
-$109K
|
-2,828
|
Closed
|
|
|
46
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$77K
|
-2,000
|
Closed
|
|
|
47
|
CoreCap Advisors
Southfield,
Michigan
|
–
|
-$540
|
-14
|
Closed
|
|
