|
26
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$618K
|
-$890K
|
-22,050
|
-59%
|
|
|
27
|
MML Investors Services
Springfield,
Massachusetts
|
$574K
|
-$72.5K
|
-1,796
|
-11%
|
|
|
28
|
Envestnet Asset Management
Chicago,
Illinois
|
$574K
|
-$71.8K
|
-1,777
|
-11%
|
|
|
29
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$566K
|
-$89.9K
|
-2,226
|
-14%
|
|
|
30
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$432K
|
–
|
–
|
–
|
|
|
31
|
Catalyst Private Wealth
San Mateo,
California
|
$404K
|
+$404K
|
+10,000
|
New
|
|
|
32
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$397K
|
+$40K
|
+990
|
+11%
|
|
|
33
|
Mutual Advisors
Omaha,
Nebraska
|
$395K
|
-$135K
|
-3,344
|
-26%
|
|
|
34
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$366K
|
-$775K
|
-19,199
|
-68%
|
|
|
35
|
Rockefeller Capital Management
New York
|
$349K
|
+$349K
|
+8,635
|
New
|
|
|
36
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$332K
|
+$13.4K
|
+332
|
+4%
|
|
|
37
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$327K
|
-$525
|
-13
|
-0.2%
|
|
|
38
|
Western Wealth Management
Golden,
Colorado
|
$298K
|
–
|
–
|
–
|
|
|
39
|
Winch Advisory Services
Appleton,
Wisconsin
|
$284K
|
+$20.8K
|
+516
|
+8%
|
|
|
40
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$211K
|
+$210K
|
+5,210
|
New
|
|
|
41
|
Financial Strategies Group
Okemos,
Michigan
|
$201K
|
–
|
–
|
–
|
|
|
42
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$157K
|
-$30.3K
|
-750
|
-16%
|
|
|
43
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$131K
|
–
|
–
|
–
|
|
|
44
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$100K
|
+$99.5K
|
+2,465
|
New
|
|
|
45
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$35K
|
+$31.1K
|
+771
|
+771%
|
|
|
46
|
Geneos Wealth Management
Englewood,
Colorado
|
$30K
|
+$30.3K
|
+750
|
New
|
|
|
47
|
Steward Partners Investment Advisory
New York
|
$8K
|
+$1.53K
|
+38
|
+22%
|
|
|
48
|
|
$3K
|
+$2.87K
|
+71
|
New
|
|
|
49
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
–
|
-$2.01M
|
-49,850
|
Closed
|
|
|
50
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.56M
|
-38,639
|
Closed
|
|
