|
51
|
WealthShield Partners
Cary,
North Carolina
|
$272K
|
–
|
–
|
–
|
|
|
52
|
Avantax Advisory Services
Dallas,
Texas
|
$267K
|
+$39.5K
|
+1,176
|
+17%
|
|
|
53
|
CRA Financial Services
Northfield,
New Jersey
|
$260K
|
–
|
–
|
–
|
|
|
54
|
Lantz Financial
Naperville,
Illinois
|
$253K
|
-$43.4K
|
-1,290
|
-14%
|
|
|
55
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$250K
|
–
|
–
|
–
|
|
|
56
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$234K
|
-$18.1K
|
-539
|
-7%
|
|
|
57
|
Orion Capital Management
Coronado,
California
|
$230K
|
–
|
–
|
–
|
|
|
58
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$225K
|
–
|
–
|
–
|
|
|
59
|
Truist Financial
Charlotte,
North Carolina
|
$208K
|
–
|
–
|
–
|
|
|
60
|
Pinnacle Wealth Management Group
Plymouth,
Michigan
|
$207K
|
–
|
–
|
–
|
|
|
61
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$178K
|
+$182K
|
+5,422
|
New
|
|
|
62
|
Steward Financial Group
Colleyville,
Texas
|
$176K
|
–
|
–
|
–
|
|
|
63
|
Harbour Investments
Madison,
Wisconsin
|
$120K
|
+$48.4K
|
+1,440
|
+65%
|
|
|
64
|
Spire Wealth Management
Mclean,
Virginia
|
$99.4K
|
–
|
–
|
–
|
|
|
65
|
Sunbelt Securities
Houston,
Texas
|
$83.2K
|
+$10.9K
|
+324
|
+15%
|
|
|
66
|
IFP Advisors
Tampa,
Florida
|
$60.2K
|
–
|
–
|
–
|
|
|
67
|
Gradient Investments
Arden Hills,
Minnesota
|
$50.4K
|
-$49.2M
|
-1,463,875
|
-100%
|
|
|
68
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$20.5K
|
–
|
–
|
–
|
|
|
69
|
Steward Partners Investment Advisory
New York
|
$20.3K
|
–
|
–
|
–
|
|
|
70
|
Archer Investment Corporation
Carmel,
Indiana
|
$8.21K
|
–
|
–
|
–
|
|
|
71
|
Integrity Financial
Cheyenne,
Wyoming
|
$2.07K
|
–
|
–
|
–
|
|
|
72
|
Fidelity Investments
Boston,
Massachusetts
|
$98
|
+$101
|
+3
|
New
|
|
|
73
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$9.36M
|
-278,971
|
Closed
|
|
|
74
|
|
–
|
-$7.07M
|
-210,801
|
Closed
|
|
|
75
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
–
|
-$873K
|
-26,027
|
Closed
|
|
