|
101
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$230K
|
–
|
–
|
–
|
|
|
102
|
PFG Advisors
Phoenix,
Arizona
|
$201K
|
-$7.75K
|
-223
|
-4%
|
|
|
103
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$176K
|
–
|
–
|
–
|
|
|
104
|
Harbour Investments
Madison,
Wisconsin
|
$173K
|
+$49.7K
|
+1,432
|
+41%
|
|
|
105
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$117K
|
–
|
–
|
–
|
|
|
106
|
Brown Financial Advisors
Milford,
Ohio
|
$114K
|
+$114K
|
+3,278
|
New
|
|
|
107
|
Steward Partners Investment Advisory
New York
|
$90.9K
|
–
|
–
|
–
|
|
|
108
|
|
$87.3K
|
–
|
–
|
–
|
|
|
109
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$76K
|
+$19K
|
+547
|
+34%
|
|
|
110
|
Financial Network Wealth Advisors
Murray,
Utah
|
$74.7K
|
+$74.3K
|
+2,140
|
New
|
|
|
111
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$70K
|
–
|
–
|
–
|
|
|
112
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$70K
|
+$69.5K
|
+2,000
|
New
|
|
|
113
|
Archer Investment Corporation
Carmel,
Indiana
|
$69.8K
|
–
|
–
|
–
|
|
|
114
|
Mattson Financial Services
Kentwood,
Michigan
|
$68.8K
|
+$68.4K
|
+1,970
|
New
|
|
|
115
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$67.9K
|
-$22.2K
|
-639
|
-26%
|
|
|
116
|
Denver PWM
Denver,
Colorado
|
$41.3K
|
+$41.1K
|
+1,182
|
New
|
|
|
117
|
|
$33.4K
|
-$57.2K
|
-1,648
|
-63%
|
|
|
118
|
Triad Wealth Partners
Lawrence,
Kansas
|
$21.7K
|
+$21.6K
|
+621
|
New
|
|
|
119
|
US Bancorp
Minneapolis,
Minnesota
|
$20K
|
–
|
–
|
–
|
|
|
120
|
NBC Securities
Birmingham,
Alabama
|
$13K
|
–
|
–
|
–
|
|
|
121
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.63K
|
+$9.59K
|
+276
|
New
|
|
|
122
|
Jones Financial Companies
Des Peres,
Missouri
|
$7.86K
|
+$7.82K
|
+225
|
New
|
|
|
123
|
UBS Group
Zurich,
Switzerland
|
$7.61K
|
+$7.57K
|
+218
|
New
|
|
|
124
|
Whittier Trust
South Pasadena,
California
|
$6.98K
|
–
|
–
|
–
|
|
|
125
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$10.7M
|
-303,415
|
Closed
|
|
