|
26
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$560K
|
+$23.5K
|
+814
|
+4%
|
|
|
27
|
GeoWealth Management
Chicago,
Illinois
|
$524K
|
+$115K
|
+3,973
|
+29%
|
|
|
28
|
PFG Advisors
Phoenix,
Arizona
|
$502K
|
–
|
–
|
–
|
|
|
29
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$430K
|
+$420K
|
+14,579
|
New
|
|
|
30
|
Independent Financial Group
San Diego,
California
|
$381K
|
+$17.9K
|
+620
|
+5%
|
|
|
31
|
Focus Financial Network
Minneapolis,
Minnesota
|
$366K
|
+$60.9K
|
+2,113
|
+21%
|
|
|
32
|
Advus Financial Partners, LLC
Winter Park,
Florida
|
$319K
|
–
|
–
|
–
|
|
|
33
|
BCGM Wealth Management
Lafayette,
Indiana
|
$298K
|
–
|
–
|
–
|
|
|
34
|
Mason Investment Advisory Services
Reston,
Virginia
|
$272K
|
+$266K
|
+9,234
|
New
|
|
|
35
|
Epic Trust Investment Advisors
Richland,
Washington
|
$251K
|
–
|
–
|
–
|
|
|
36
|
Csenge Advisory Group
Clearwater,
Florida
|
$241K
|
-$39.2K
|
-1,359
|
-14%
|
|
|
37
|
|
$175K
|
+$171K
|
+5,937
|
New
|
|
|
38
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$147K
|
-$424K
|
-14,700
|
-75%
|
|
|
39
|
IFP Advisors
Tampa,
Florida
|
$132K
|
+$5.08K
|
+176
|
+4%
|
|
|
40
|
Financial Network Wealth Advisors
Murray,
Utah
|
$51.8K
|
+$50.6K
|
+1,756
|
New
|
|
|
41
|
Creative Financial Designs
Kokomo,
Indiana
|
$35.4K
|
–
|
–
|
–
|
|
|
42
|
UBS Group
Zurich,
Switzerland
|
$16.1K
|
+$15.8K
|
+547
|
New
|
|
|
43
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15K
|
+$14.7K
|
+510
|
New
|
|
|
44
|
Coppell Advisory Solutions
Coppell,
Texas
|
$11.4K
|
+$11.2K
|
+387
|
New
|
|
|
45
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$5.31K
|
+$5.19K
|
+180
|
New
|
|
|
46
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
+$808
|
+28
|
New
|
|
|
47
|
Great Lakes Retirement
Sandusky,
Ohio
|
–
|
-$1.63M
|
-56,662
|
Closed
|
|
|
48
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
–
|
-$1.09M
|
-37,993
|
Closed
|
|
|
49
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$882K
|
-30,693
|
Closed
|
|
|
50
|
Lincoln National Corp
Radnor,
Pennsylvania
|
–
|
-$222K
|
-7,728
|
Closed
|
|
