|
51
|
PFS Partners
Mine Hill,
New Jersey
|
$215K
|
+$55.3K
|
+1,344
|
+35%
|
|
|
52
|
LifeWealth Investments
Winter Garden,
Florida
|
$211K
|
-$63.8K
|
-1,550
|
-23%
|
|
|
53
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$208K
|
–
|
–
|
–
|
|
|
54
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$205K
|
–
|
–
|
–
|
|
|
55
|
Simplicity Wealth
Summit,
New Jersey
|
$203K
|
+$201K
|
+4,876
|
New
|
|
|
56
|
Crown Wealth Group
Charlotte,
North Carolina
|
$200K
|
+$198K
|
+4,818
|
New
|
|
|
57
|
Global Retirement Partners
San Rafael,
California
|
$114K
|
–
|
–
|
–
|
|
|
58
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$93.4K
|
–
|
–
|
–
|
|
|
59
|
Barclays
London,
United Kingdom
|
$69.2K
|
-$82.5K
|
-2,004
|
-55%
|
|
|
60
|
Steward Partners Investment Advisory
New York
|
$61.6K
|
–
|
–
|
–
|
|
|
61
|
AE Wealth Management
Topeka,
Kansas
|
$46.3K
|
-$16.6K
|
-404
|
-27%
|
|
|
62
|
MAI Capital Management
Independence,
Ohio
|
$45.9K
|
–
|
–
|
–
|
|
|
63
|
REAP Financial Group
Austin,
Texas
|
$28.2K
|
-$40.4K
|
-982
|
-59%
|
|
|
64
|
Advisory Services Network
Atlanta,
Georgia
|
$27K
|
+$26.7K
|
+649
|
New
|
|
|
65
|
|
$1.66K
|
–
|
–
|
–
|
|
|
66
|
UBS Group
Zurich,
Switzerland
|
$666
|
-$451K
|
-10,946
|
-100%
|
|
|
67
|
Americana Partners
Houston,
Texas
|
–
|
-$5.97M
|
-146,921
|
Closed
|
|
|
68
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$526K
|
-12,945
|
Closed
|
|
|
69
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
–
|
-$336K
|
-8,270
|
Closed
|
|
|
70
|
Echo Wealth Management
Plymouth,
Minnesota
|
–
|
-$246K
|
-6,051
|
Closed
|
|
