|
26
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$306K
|
+$16.4K
|
+666
|
+6%
|
|
|
27
|
Perennial Investment Advisors
Los Angeles,
California
|
$293K
|
+$288K
|
+11,728
|
New
|
|
|
28
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$258K
|
+$45.3K
|
+1,845
|
+22%
|
|
|
29
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$240K
|
+$49
|
+2
|
+0%
|
|
|
30
|
UBS Group
Zurich,
Switzerland
|
$132K
|
+$130K
|
+5,290
|
New
|
|
|
31
|
GeoWealth Management
Chicago,
Illinois
|
$89K
|
+$87.8K
|
+3,573
|
New
|
|
|
32
|
Steward Partners Investment Advisory
New York
|
$28.4K
|
-$168K
|
-6,849
|
-86%
|
|
|
33
|
ICA Group Wealth Management
Denver,
Colorado
|
$22.5K
|
+$22.1K
|
+901
|
New
|
|
|
34
|
Harbour Investments
Madison,
Wisconsin
|
$18.1K
|
–
|
–
|
–
|
|
|
35
|
Key Financial Inc
West Chester,
Pennsylvania
|
$11.5K
|
+$11.3K
|
+461
|
New
|
|
|
36
|
Global Retirement Partners
San Rafael,
California
|
$10.2K
|
-$6.83K
|
-278
|
-41%
|
|
|
37
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$5.04K
|
–
|
–
|
–
|
|
|
38
|
Huntington National Bank
Columbus,
Ohio
|
$25
|
–
|
–
|
–
|
|
|
39
|
Wells Fargo
San Francisco,
California
|
$3
|
–
|
–
|
–
|
|
|
40
|
PFS Investments
Duluth,
Georgia
|
–
|
-$4.79M
|
-196,394
|
Closed
|
|
|
41
|
Collaborative Wealth Management
Lake Mary,
Florida
|
–
|
-$695K
|
-28,496
|
Closed
|
|
|
42
|
TrinityPoint Wealth
Milford,
Connecticut
|
–
|
-$581K
|
-23,807
|
Closed
|
|
|
43
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$346K
|
-14,206
|
Closed
|
|
|
44
|
Ford Financial Group
Fresno,
California
|
–
|
-$294K
|
-12,065
|
Closed
|
|
|
45
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
–
|
-$286K
|
-11,742
|
Closed
|
|
|
46
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
–
|
-$216K
|
-8,839
|
Closed
|
|
|
47
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$85.2K
|
-3,492
|
Closed
|
|
|
48
|
NewEdge Advisors
New Orleans,
Louisiana
|
–
|
-$84.6K
|
-3,469
|
Closed
|
|
|
49
|
Aptus Capital Advisors
Fairhope,
Alabama
|
–
|
-$439
|
-18
|
Closed
|
|
|
50
|
Eagle Bay Advisors
New York
|
–
|
-$98
|
-4
|
Closed
|
|
