|
101
|
Raffa Wealth Management
Washington,
District of Columbia
|
$45K
|
–
|
–
|
–
|
|
|
102
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$38K
|
-$39.6K
|
-1,601
|
-52%
|
|
|
103
|
Rockefeller Capital Management
New York
|
$37K
|
-$21.1K
|
-855
|
-36%
|
|
|
104
|
Focused Wealth Management
Newburgh,
New York
|
$33K
|
–
|
–
|
–
|
|
|
105
|
Edge Wealth Management
New York
|
$28K
|
-$74.2K
|
-3,000
|
-73%
|
|
|
106
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$25.4K
|
–
|
–
|
–
|
|
|
107
|
North Star Investment Management
Chicago,
Illinois
|
$25K
|
–
|
–
|
–
|
|
|
108
|
Eudaimonia Partners
Winchester,
Tennessee
|
$22K
|
+$21.3K
|
+860
|
New
|
|
|
109
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$20K
|
+$19.8K
|
+800
|
New
|
|
|
110
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$18K
|
–
|
–
|
–
|
|
|
111
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$11K
|
+$10.6K
|
+430
|
New
|
|
|
112
|
Advisors Asset Management
Monument,
Colorado
|
$5.2K
|
+$222
|
+9
|
+5%
|
|
|
113
|
Financial Management Professionals
Austin,
Texas
|
$5K
|
–
|
–
|
–
|
|
|
114
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
|
115
|
United Capital Financial Advisors
Irving,
Texas
|
–
|
-$736K
|
-29,770
|
Closed
|
|
|
116
|
Institute for Wealth Management
Denver,
Colorado
|
–
|
-$551K
|
-22,298
|
Closed
|
|
|
117
|
Citadel Advisors
Miami,
Florida
|
–
|
-$283K
|
-11,447
|
Closed
|
|
|
118
|
EPG Wealth Management
Atlanta,
Georgia
|
–
|
-$260K
|
-10,503
|
Closed
|
|
|
119
|
Regal Investment Advisors
Kentwood,
Michigan
|
–
|
-$256K
|
-10,358
|
Closed
|
|
|
120
|
Comerica Bank
Dallas,
Texas
|
–
|
-$240K
|
-9,650
|
Closed
|
|
|
121
|
FSA Wealth Management
Needham,
Massachusetts
|
–
|
-$113K
|
-4,590
|
Closed
|
|
|
122
|
RMR Wealth Builders
Montclair,
New Jersey
|
–
|
-$99K
|
-3,990
|
Closed
|
|
|
123
|
Red Door Wealth Management
Memphis,
Tennessee
|
–
|
-$20K
|
-847
|
Closed
|
|
