|
51
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$300K
|
–
|
–
|
–
|
|
|
52
|
Insigneo Advisory Services
Miami,
Florida
|
$284K
|
+$7.51K
|
+500
|
+3%
|
|
|
53
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$259K
|
-$747K
|
-49,714
|
-75%
|
|
|
54
|
Claro Advisors
Boston,
Massachusetts
|
$254K
|
-$1.5K
|
-100
|
-0.6%
|
|
|
55
|
Advisory Services Network
Atlanta,
Georgia
|
$254K
|
-$55.6K
|
-3,700
|
-18%
|
|
|
56
|
D.A. Davidson & Co
Great Falls,
Montana
|
$249K
|
+$78.1K
|
+5,200
|
+47%
|
|
|
57
|
|
$198K
|
+$195K
|
+12,980
|
New
|
|
|
58
|
Hilltop Holdings
Dallas,
Texas
|
$183K
|
–
|
–
|
–
|
|
|
59
|
Steward Partners Investment Advisory
New York
|
$163K
|
–
|
–
|
–
|
|
|
60
|
Journey Strategic Wealth
Summit,
New Jersey
|
$153K
|
–
|
–
|
–
|
|
|
61
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$89.7K
|
–
|
–
|
–
|
|
|
62
|
|
$76.3K
|
-$43.3K
|
-2,881
|
-37%
|
|
|
63
|
Versant Capital Management
Phoenix,
Arizona
|
$76.3K
|
–
|
–
|
–
|
|
|
64
|
Blue Trust Inc
Alpharetta,
Georgia
|
$46K
|
+$45.5K
|
+3,028
|
New
|
|
|
65
|
Anchor Investment Management
Columbia,
South Carolina
|
$38.1K
|
–
|
–
|
–
|
|
|
66
|
Chesapeake Asset Management
New York
|
$33.2K
|
+$25.2K
|
+1,675
|
+335%
|
|
|
67
|
|
$21.3K
|
–
|
–
|
–
|
|
|
68
|
Founders Capital Management (Texas)
Houston,
Texas
|
$13.7K
|
–
|
–
|
–
|
|
|
69
|
McIlrath & Eck
Arlington,
Washington
|
$4.27K
|
–
|
–
|
–
|
|
|
70
|
Glassman Wealth Services
Vienna,
Virginia
|
$3.89K
|
+$3.83K
|
+255
|
New
|
|
|
71
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$2.47K
|
–
|
–
|
–
|
|
|
72
|
|
$1.45K
|
-$1.65M
|
-110,149
|
-100%
|
|
|
73
|
Allspring Global Investments
Charlotte,
North Carolina
|
–
|
-$11.4M
|
-751,203
|
Closed
|
|
|
74
|
Mangrove Partners
Greenwich,
Connecticut
|
–
|
-$5.91M
|
-390,667
|
Closed
|
|
|
75
|
Matisse Capital
Portland,
Oregon
|
–
|
-$994K
|
-65,640
|
Closed
|
|
