|
26
|
GeoWealth Management
Chicago,
Illinois
|
$588K
|
-$191K
|
-4,406
|
-25%
|
|
|
27
|
|
$570K
|
-$190K
|
-4,379
|
-25%
|
|
|
28
|
Independent Financial Group
San Diego,
California
|
$482K
|
+$477K
|
+10,998
|
New
|
|
|
29
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$429K
|
+$425K
|
+9,801
|
New
|
|
|
30
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$243K
|
+$241K
|
+5,555
|
New
|
|
|
31
|
Atria Wealth Solutions
New York
|
$241K
|
+$239K
|
+5,506
|
New
|
|
|
32
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$229K
|
-$536K
|
-12,377
|
-70%
|
|
|
33
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$209K
|
–
|
–
|
–
|
|
|
34
|
|
$188K
|
–
|
–
|
–
|
|
|
35
|
IFP Advisors
Tampa,
Florida
|
$138K
|
+$183K
|
+4,212
|
+2,117%
|
|
|
36
|
Fidelity Investments
Boston,
Massachusetts
|
$26K
|
–
|
–
|
–
|
|
|
37
|
UBS Group
Zurich,
Switzerland
|
$21K
|
-$28.9K
|
-666
|
-58%
|
|
|
38
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$14K
|
–
|
–
|
–
|
|
|
39
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$13K
|
-$69.4K
|
-1,600
|
-84%
|
|
|
40
|
|
$2K
|
+$1.99K
|
+46
|
New
|
|
|
41
|
Menard Financial Group
Houston,
Texas
|
–
|
-$1.74M
|
-37,932
|
Closed
|
|
|
42
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$1.26M
|
-27,381
|
Closed
|
|
|
43
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
–
|
-$912K
|
-19,837
|
Closed
|
|
|
44
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
–
|
-$223K
|
-4,853
|
Closed
|
|
|
45
|
Frontier Wealth Management
Kansas City,
Missouri
|
–
|
-$209K
|
-4,554
|
Closed
|
|
|
46
|
|
–
|
-$76K
|
-1,662
|
Closed
|
|
|
47
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$6K
|
-130
|
Closed
|
|
|
48
|
Wells Fargo
San Francisco,
California
|
–
|
-$43
|
-1
|
Closed
|
|
