|
51
|
Estate Planners Group
Yardley,
Pennsylvania
|
$334K
|
+$335K
|
+16,496
|
New
|
|
|
52
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$331K
|
-$48.7K
|
-2,400
|
-13%
|
|
|
53
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$319K
|
–
|
–
|
–
|
|
|
54
|
Integrity Alliance
Urbandale,
Iowa
|
$294K
|
+$295K
|
+14,519
|
New
|
|
|
55
|
GWN Securities
Palm Beach Gardens,
Florida
|
$282K
|
+$3.23K
|
+159
|
+1%
|
|
|
56
|
Trilogy Capital
Irvine,
California
|
$258K
|
+$1.22K
|
+60
|
+0.5%
|
|
|
57
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$253K
|
-$203K
|
-10,000
|
-44%
|
|
|
58
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$205K
|
+$47.3K
|
+2,329
|
+30%
|
|
|
59
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$97K
|
+$97.3K
|
+4,790
|
New
|
|
|
60
|
Kestra Advisory Services
Austin,
Texas
|
$66.2K
|
+$66.5K
|
+3,272
|
New
|
|
|
61
|
UBS Group
Zurich,
Switzerland
|
$15.5K
|
+$15.5K
|
+765
|
New
|
|
|
62
|
NBC Securities
Birmingham,
Alabama
|
$13K
|
-$4K
|
-197
|
-23%
|
|
|
63
|
Wells Fargo
San Francisco,
California
|
$6.46K
|
-$7.25K
|
-357
|
-53%
|
|
|
64
|
|
$5.85K
|
–
|
–
|
–
|
|
|
65
|
Park Edge Advisors
Cleveland,
Ohio
|
–
|
-$2.59M
|
-127,715
|
Closed
|
|
|
66
|
Strive Asset Management
Dublin,
Ohio
|
–
|
-$1.3M
|
-64,239
|
Closed
|
|
|
67
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
–
|
-$410K
|
-20,241
|
Closed
|
|
|
68
|
WT Wealth Management
Scottsdale,
Arizona
|
–
|
-$357K
|
-17,622
|
Closed
|
|
|
69
|
MAI Capital Management
Independence,
Ohio
|
–
|
-$101K
|
-5,000
|
Closed
|
|
|
70
|
Highline Wealth Partners
Sherman Oaks,
California
|
–
|
-$40.6K
|
-2,000
|
Closed
|
|
|
71
|
AssetMark Inc
Concord,
California
|
–
|
-$1.54K
|
-76
|
Closed
|
|
