|
26
|
Atria Wealth Solutions
New York
|
$295K
|
+$32K
|
+1,500
|
+12%
|
|
|
27
|
Holistic Planning
Nacogdoches,
Texas
|
$281K
|
–
|
–
|
–
|
|
|
28
|
Signal Advisors Wealth
Detroit,
Michigan
|
$266K
|
-$3.67K
|
-172
|
-1%
|
|
|
29
|
Cary Street Partners
Richmond,
Virginia
|
$209K
|
+$206K
|
+9,663
|
New
|
|
|
30
|
ORG Partners
Roanoke,
Indiana
|
$173K
|
+$171K
|
+8,000
|
New
|
|
|
31
|
AE Wealth Management
Topeka,
Kansas
|
$135K
|
-$152K
|
-7,127
|
-53%
|
|
|
32
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$125K
|
–
|
–
|
–
|
|
|
33
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$64.9K
|
+$64.1K
|
+3,000
|
New
|
|
|
34
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$27K
|
–
|
–
|
–
|
|
|
35
|
IFP Advisors
Tampa,
Florida
|
$20K
|
+$19.8K
|
+925
|
New
|
|
|
36
|
Geneos Wealth Management
Englewood,
Colorado
|
$16.2K
|
+$16K
|
+750
|
New
|
|
|
37
|
|
$43
|
+$43
|
+2
|
New
|
|
|
38
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$994K
|
-47,527
|
Closed
|
|
|
39
|
MML Investors Services
Springfield,
Massachusetts
|
–
|
-$361K
|
-17,237
|
Closed
|
|
|
40
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
–
|
-$309K
|
-14,763
|
Closed
|
|
|
41
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
–
|
-$295K
|
-14,106
|
Closed
|
|
|
42
|
Foguth Wealth Management
Brighton,
Michigan
|
–
|
-$261K
|
-12,422
|
Closed
|
|
|
43
|
UBS Group
Zurich,
Switzerland
|
–
|
-$121K
|
-5,764
|
Closed
|
|
|
44
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$105K
|
-5,002
|
Closed
|
|
|
45
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
-$92K
|
-4,391
|
Closed
|
|
