|
26
|
Masso Torrence Wealth Management
Marlton,
New Jersey
|
$308K
|
–
|
–
|
–
|
|
|
27
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$306K
|
+$45.6K
|
+1,051
|
+16%
|
|
|
28
|
Perigon Wealth Management
San Francisco,
California
|
$205K
|
+$43
|
+1
|
+0%
|
|
|
29
|
IFP Advisors
Tampa,
Florida
|
$170K
|
–
|
–
|
–
|
|
|
30
|
GeoWealth Management
Chicago,
Illinois
|
$153K
|
-$606K
|
-13,942
|
-78%
|
|
|
31
|
UBS Group
Zurich,
Switzerland
|
$118K
|
+$96.2K
|
+2,215
|
+291%
|
|
|
32
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$115K
|
–
|
–
|
–
|
|
|
33
|
Rockefeller Capital Management
New York
|
$92K
|
+$38K
|
+875
|
+59%
|
|
|
34
|
Private Trust Company
Cleveland,
Ohio
|
$63K
|
–
|
–
|
–
|
|
|
35
|
Steward Partners Investment Advisory
New York
|
$51K
|
–
|
–
|
–
|
|
|
36
|
Geneos Wealth Management
Englewood,
Colorado
|
$48K
|
–
|
–
|
–
|
|
|
37
|
Aspire Private Capital
Cornelius,
North Carolina
|
$34K
|
–
|
–
|
–
|
|
|
38
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$31K
|
–
|
–
|
–
|
|
|
39
|
Silver Oak Securities
Jackson,
Tennessee
|
–
|
-$3.34M
|
-77,347
|
Closed
|
|
|
40
|
Eaton Vance Management
Boston,
Massachusetts
|
–
|
-$576K
|
-13,900
|
Closed
|
|
|
41
|
Scarborough Advisors
Annapolis,
Maryland
|
–
|
-$254K
|
-6,132
|
Closed
|
|
|
42
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$228K
|
-5,505
|
Closed
|
|
|
43
|
Sunbelt Securities
Houston,
Texas
|
–
|
-$204K
|
-4,918
|
Closed
|
|
|
44
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
–
|
-$46K
|
-1,100
|
Closed
|
|
|
45
|
American Portfolios Advisors
Holbrook,
New York
|
–
|
-$12.9K
|
-312
|
Closed
|
|
|
46
|
West Paces Advisors
Atlanta,
Georgia
|
–
|
-$4.14K
|
-100
|
Closed
|
|
|
47
|
Tower Research Capital (TRC)
New York
|
–
|
-$4K
|
-85
|
Closed
|
|
