|
26
|
Atria Investments
Charlotte,
North Carolina
|
$1.03M
|
-$5.19K
|
-171
|
-0.5%
|
|
|
27
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.01M
|
–
|
–
|
–
|
|
|
28
|
MGO One Seven
Beachwood,
Ohio
|
$977K
|
+$428K
|
+14,114
|
+82%
|
|
|
29
|
Old Mission Capital
Chicago,
Illinois
|
$910K
|
+$888K
|
+29,253
|
New
|
|
|
30
|
IFP Advisors
Tampa,
Florida
|
$823K
|
+$576K
|
+18,972
|
+254%
|
|
|
31
|
Belpointe Asset Management
Reno,
Nevada
|
$754K
|
-$238K
|
-7,837
|
-24%
|
|
|
32
|
Axim Planning & Wealth
Springboro,
Ohio
|
$638K
|
-$139K
|
-4,570
|
-18%
|
|
|
33
|
Rovin Capital
Mesa,
Arizona
|
$623K
|
+$86.5K
|
+2,850
|
+17%
|
|
|
34
|
Virtue Capital Management
Brentwood,
Tennessee
|
$546K
|
-$29.2K
|
-963
|
-5%
|
|
|
35
|
UBS Group
Zurich,
Switzerland
|
$387K
|
-$318K
|
-10,473
|
-46%
|
|
|
36
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$383K
|
-$184K
|
-6,067
|
-33%
|
|
|
37
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$367K
|
+$358K
|
+11,811
|
New
|
|
|
38
|
Golden State Equity Partners
South Coast Metro,
California
|
$336K
|
+$39.3K
|
+1,295
|
+14%
|
|
|
39
|
Advisor Resource Council
Dallas,
Texas
|
$251K
|
-$13.7M
|
-452,250
|
-98%
|
|
|
40
|
Perigon Wealth Management
San Francisco,
California
|
$200K
|
+$195K
|
+6,434
|
New
|
|
|
41
|
|
$111K
|
–
|
–
|
–
|
|
|
42
|
Avior Wealth Management
Omaha,
Nebraska
|
$11.6K
|
-$197K
|
-6,500
|
-95%
|
|
|
43
|
|
$3.08K
|
+$3K
|
+99
|
New
|
|
|
44
|
Wells Fargo
San Francisco,
California
|
$26
|
-$31.6K
|
-1,041
|
-100%
|
|
|
45
|
|
–
|
-$7.85M
|
-260,180
|
Closed
|
|
|
46
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
–
|
-$958K
|
-31,729
|
Closed
|
|
|
47
|
Lido Advisors
Los Angeles,
California
|
–
|
-$292K
|
-9,677
|
Closed
|
|
