|
26
|
Diversify Wealth Management
Sandy,
Utah
|
$363K
|
+$354K
|
+10,456
|
New
|
|
|
27
|
Elevation Wealth Management
Eden Prairie,
Minnesota
|
$347K
|
-$13.5K
|
-400
|
-4%
|
|
|
28
|
MML Investors Services
Springfield,
Massachusetts
|
$320K
|
-$4.37K
|
-129
|
-1%
|
|
|
29
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$311K
|
-$19.9K
|
-588
|
-6%
|
|
|
30
|
Grantvest Financial Group
Matawan,
New Jersey
|
$300K
|
–
|
–
|
–
|
|
|
31
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$276K
|
-$789K
|
-23,324
|
-74%
|
|
|
32
|
Taylor Securities Services
Harrisburg,
Pennsylvania
|
$225K
|
–
|
–
|
–
|
|
|
33
|
Creative Planning
Overland Park,
Kansas
|
$219K
|
+$13.5K
|
+400
|
+6%
|
|
|
34
|
Ameriprise
Minneapolis,
Minnesota
|
$210K
|
+$214K
|
+6,313
|
New
|
|
|
35
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$206K
|
+$209K
|
+6,184
|
New
|
|
|
36
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$205K
|
-$2K
|
-59
|
-0.9%
|
|
|
37
|
|
$199K
|
-$31.3K
|
-926
|
-13%
|
|
|
38
|
Creative Financial Designs
Kokomo,
Indiana
|
$173K
|
-$11.7K
|
-347
|
-6%
|
|
|
39
|
POM Investment Strategies
Raleigh,
North Carolina
|
$99.2K
|
+$101K
|
+2,980
|
New
|
|
|
40
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$68K
|
–
|
–
|
–
|
|
|
41
|
D.J. St. Germain
Springfield,
Massachusetts
|
$53.3K
|
+$54.2K
|
+1,600
|
New
|
|
|
42
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$27.3K
|
+$27.8K
|
+820
|
New
|
|
|
43
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$11K
|
–
|
–
|
–
|
|
|
44
|
UBS Group
Zurich,
Switzerland
|
$5.99K
|
+$6.09K
|
+180
|
New
|
|
|
45
|
Access Financial Services
Minneapolis,
Minnesota
|
–
|
-$987K
|
-29,170
|
Closed
|
|
|
46
|
Citadel Advisors
Miami,
Florida
|
–
|
-$401K
|
-11,846
|
Closed
|
|
|
47
|
Diversify Advisory Services
Sandy,
Utah
|
–
|
-$356K
|
-10,455
|
Closed
|
|
|
48
|
|
–
|
-$215K
|
-6,342
|
Closed
|
|
|
49
|
Lloyd Advisory Services
Suwanee,
Georgia
|
–
|
-$17.1K
|
-506
|
Closed
|
|
