|
51
|
Matrix Trust Company
Denver,
Colorado
|
$272K
|
+$183K
|
+8,101
|
+195%
|
|
|
52
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$270K
|
-$53.6K
|
-2,373
|
-16%
|
|
|
53
|
Palumbo Wealth Management
Great Neck,
New York
|
$254K
|
+$260K
|
+11,495
|
New
|
|
|
54
|
Advisor OS
Chicago,
Illinois
|
$231K
|
-$11.8K
|
-524
|
-5%
|
|
|
55
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$227K
|
–
|
–
|
–
|
|
|
56
|
|
$210K
|
+$215K
|
+9,505
|
New
|
|
|
57
|
UBS Group
Zurich,
Switzerland
|
$128K
|
+$124K
|
+5,487
|
+1,981%
|
|
|
58
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$102K
|
+$101K
|
+4,455
|
+2,575%
|
|
|
59
|
Osaic Holdings
Scottsdale,
Arizona
|
$81.5K
|
-$1.72M
|
-76,247
|
-95%
|
|
|
60
|
Sandy Spring Bank
Olney,
Maryland
|
$60.3K
|
-$9.04K
|
-400
|
-13%
|
|
|
61
|
Continuum Advisory
Eagle,
Idaho
|
$40.4K
|
–
|
–
|
–
|
|
|
62
|
Financial Network Wealth Advisors
Murray,
Utah
|
$39.3K
|
-$147K
|
-6,484
|
-78%
|
|
|
63
|
Mather Group
Chicago,
Illinois
|
$29.9K
|
+$10.1K
|
+446
|
+49%
|
|
|
64
|
Steward Partners Investment Advisory
New York
|
$18.4K
|
+$18.8K
|
+830
|
New
|
|
|
65
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$15K
|
–
|
–
|
–
|
|
|
66
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$11.1K
|
+$6.26K
|
+277
|
+123%
|
|
|
67
|
Eastern Bank
Boston,
Massachusetts
|
$9.85K
|
+$10.1K
|
+445
|
New
|
|
|
68
|
|
$7.64K
|
+$7.8K
|
+345
|
New
|
|
|
69
|
NewEdge Advisors
New Orleans,
Louisiana
|
$5.51K
|
+$5.63K
|
+249
|
New
|
|
|
70
|
|
$2.88K
|
+$2.94K
|
+130
|
New
|
|
|
71
|
Comerica Bank
Dallas,
Texas
|
$1.33K
|
+$1.36K
|
+60
|
New
|
|
|
72
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
–
|
-$3.01M
|
-133,050
|
Closed
|
|
|
73
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
–
|
-$2.59M
|
-114,522
|
Closed
|
|
|
74
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
–
|
-$2.59M
|
-114,522
|
Closed
|
|
|
75
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$326K
|
-14,439
|
Closed
|
|
