|
26
|
Elevation Wealth Management
Eden Prairie,
Minnesota
|
$366K
|
+$363K
|
+10,820
|
New
|
|
|
27
|
Diversify Advisory Services
Sandy,
Utah
|
$356K
|
–
|
–
|
–
|
|
|
28
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$336K
|
–
|
–
|
–
|
|
|
29
|
MML Investors Services
Springfield,
Massachusetts
|
$329K
|
+$326K
|
+9,738
|
New
|
|
|
30
|
Grantvest Financial Group
Matawan,
New Jersey
|
$304K
|
-$16K
|
-477
|
-5%
|
|
|
31
|
Old Mission Capital
Chicago,
Illinois
|
$301K
|
-$844K
|
-25,167
|
-74%
|
|
|
32
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$244K
|
+$242K
|
+7,226
|
New
|
|
|
33
|
|
$236K
|
-$193K
|
-5,753
|
-45%
|
|
|
34
|
Taylor Securities Services
Harrisburg,
Pennsylvania
|
$229K
|
+$227K
|
+6,759
|
New
|
|
|
35
|
|
$215K
|
+$213K
|
+6,342
|
New
|
|
|
36
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$211K
|
+$209K
|
+6,223
|
New
|
|
|
37
|
Creative Planning
Overland Park,
Kansas
|
$210K
|
–
|
–
|
–
|
|
|
38
|
Creative Financial Designs
Kokomo,
Indiana
|
$187K
|
+$469
|
+14
|
+0.3%
|
|
|
39
|
|
$169K
|
+$168K
|
+5,000
|
New
|
|
|
40
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$69.1K
|
-$871
|
-26
|
-1%
|
|
|
41
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$17.1K
|
+$17K
|
+506
|
New
|
|
|
42
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$11.2K
|
–
|
–
|
–
|
|
|
43
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
–
|
-$8.64M
|
-259,465
|
Closed
|
|
|
44
|
Strategic Blueprint
Atlanta,
Georgia
|
–
|
-$309K
|
-9,280
|
Closed
|
|
|
45
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$270K
|
-8,102
|
Closed
|
|
|
46
|
Barclays
London,
United Kingdom
|
–
|
-$148K
|
-4,459
|
Closed
|
|
|
47
|
UBS Group
Zurich,
Switzerland
|
–
|
-$58.5K
|
-1,759
|
Closed
|
|
