|
51
|
Truist Financial
Charlotte,
North Carolina
|
$418K
|
+$412K
|
+15,831
|
New
|
|
|
52
|
Worth Asset Management
Dallas,
Texas
|
$367K
|
+$353K
|
+13,590
|
New
|
|
|
53
|
Harbour Investments
Madison,
Wisconsin
|
$352K
|
+$269K
|
+10,348
|
+387%
|
|
|
54
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$315K
|
+$303K
|
+11,668
|
New
|
|
|
55
|
Prosperity Wealth Management
San Ramon,
California
|
$315K
|
+$303K
|
+11,650
|
New
|
|
|
56
|
Equitable Holdings
New York
|
$259K
|
+$249K
|
+9,591
|
New
|
|
|
57
|
IFG Advisory
Atlanta,
Georgia
|
$250K
|
+$241K
|
+9,271
|
New
|
|
|
58
|
Private Portfolio Partners
Paramus,
New Jersey
|
$249K
|
-$15.5K
|
-595
|
-6%
|
|
|
59
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$236K
|
+$227K
|
+8,724
|
New
|
|
|
60
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$230K
|
+$222K
|
+8,547
|
New
|
|
|
61
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$230K
|
+$222K
|
+8,547
|
New
|
|
|
62
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$228K
|
+$220K
|
+8,453
|
New
|
|
|
63
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$178K
|
+$171K
|
+6,592
|
New
|
|
|
64
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$98.6K
|
+$94.9K
|
+3,652
|
New
|
|
|
65
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$41K
|
–
|
–
|
–
|
|
|
66
|
Steward Partners Investment Advisory
New York
|
$21.9K
|
–
|
–
|
–
|
|
|
67
|
Comerica Bank
Dallas,
Texas
|
$13.5K
|
–
|
–
|
–
|
|
|
68
|
Wells Fargo
San Francisco,
California
|
$11.1K
|
+$10.7K
|
+410
|
New
|
|
|
69
|
Covestor
London,
United Kingdom
|
$10K
|
+$3.09K
|
+119
|
+47%
|
|
|
70
|
Private Trust Company
Cleveland,
Ohio
|
$6.72K
|
+$1.66K
|
+64
|
+35%
|
|
|
71
|
Private Advisory Group
Redmond,
Washington
|
–
|
-$6M
|
-238,609
|
Closed
|
|
|
72
|
UBS Group
Zurich,
Switzerland
|
–
|
-$11.2K
|
-445
|
Closed
|
|
