|
26
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$330K
|
+$329K
|
+14,663
|
New
|
|
|
27
|
Private Advisor Group
Morristown,
New Jersey
|
$329K
|
-$305K
|
-13,584
|
-48%
|
|
|
28
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$296K
|
+$295K
|
+13,170
|
New
|
|
|
29
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$271K
|
–
|
–
|
–
|
|
|
30
|
MML Investors Services
Springfield,
Massachusetts
|
$266K
|
-$751K
|
-33,477
|
-74%
|
|
|
31
|
Equitable Holdings
New York
|
$257K
|
+$44.9K
|
+2,000
|
+21%
|
|
|
32
|
Next Financial Group
Houston,
Texas
|
$197K
|
+$34.6K
|
+1,544
|
+21%
|
|
|
33
|
Harbour Investments
Madison,
Wisconsin
|
$102K
|
–
|
–
|
–
|
|
|
34
|
Osaic Holdings
Scottsdale,
Arizona
|
$93K
|
+$20.3K
|
+907
|
+28%
|
|
|
35
|
UBS Group
Zurich,
Switzerland
|
$59K
|
+$58.5K
|
+2,606
|
New
|
|
|
36
|
Clearview Wealth Advisors
Salem,
Oregon
|
$41K
|
+$40.4K
|
+1,800
|
New
|
|
|
37
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$25K
|
+$24.9K
|
+1,110
|
New
|
|
|
38
|
American Portfolios Advisors
Holbrook,
New York
|
$24.8K
|
–
|
–
|
–
|
|
|
39
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13K
|
–
|
–
|
–
|
|
|
40
|
Rockefeller Capital Management
New York
|
$13K
|
+$13.5K
|
+600
|
New
|
|
|
41
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.78M
|
-79,043
|
Closed
|
|
|
42
|
Bay Colony Advisors
Concord,
Massachusetts
|
–
|
-$205K
|
-9,137
|
Closed
|
|
|
43
|
Prentice Wealth Management
Rochester,
New York
|
–
|
-$124K
|
-5,523
|
Closed
|
|
|
44
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
–
|
-$10K
|
-445
|
Closed
|
|
|
45
|
D'Orazio & Associates
Falls Church,
Virginia
|
–
|
-$1K
|
-50
|
Closed
|
|
