|
26
|
Truist Financial
Charlotte,
North Carolina
|
$283K
|
–
|
–
|
–
|
|
|
27
|
US Bancorp
Minneapolis,
Minnesota
|
$231K
|
-$15.2K
|
-337
|
-5%
|
|
|
28
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$223K
|
–
|
–
|
–
|
|
|
29
|
Ameriprise
Minneapolis,
Minnesota
|
$217K
|
+$279K
|
+6,159
|
New
|
|
|
30
|
Calton & Associates
Tampa,
Florida
|
$213K
|
+$860
|
+19
|
+0.3%
|
|
|
31
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$91K
|
-$85.1K
|
-1,880
|
-42%
|
|
|
32
|
Osaic Holdings
Scottsdale,
Arizona
|
$79K
|
+$103K
|
+2,271
|
New
|
|
|
33
|
Rockefeller Capital Management
New York
|
$44K
|
-$1.32M
|
-29,101
|
-96%
|
|
|
34
|
Capital Bank & Trust
Irvine,
California
|
$36K
|
+$46.5K
|
+1,028
|
New
|
|
|
35
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$27K
|
–
|
–
|
–
|
|
|
36
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$25K
|
–
|
–
|
–
|
|
|
37
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$18K
|
+$23.8K
|
+525
|
New
|
|
|
38
|
Tower Research Capital (TRC)
New York
|
$17K
|
+$18.1K
|
+401
|
+461%
|
|
|
39
|
Steward Partners Investment Advisory
New York
|
$3K
|
+$4.52K
|
+100
|
New
|
|
|
40
|
|
$2K
|
–
|
–
|
–
|
|
|
41
|
Fidelity Investments
Boston,
Massachusetts
|
$1K
|
–
|
–
|
–
|
|
|
42
|
V Wealth Advisors
Overland Park,
Kansas
|
–
|
-$2.09M
|
-43,577
|
Closed
|
|
|
43
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
–
|
-$231K
|
-4,569
|
Closed
|
|
|
44
|
MONECO Advisors
Fairfield,
Connecticut
|
–
|
-$229K
|
-4,502
|
Closed
|
|
|
45
|
Eudaimonia Partners
Winchester,
Tennessee
|
–
|
-$226K
|
-4,471
|
Closed
|
|
|
46
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
–
|
-$207K
|
-4,091
|
Closed
|
|
|
47
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
–
|
-$66K
|
-1,295
|
Closed
|
|
|
48
|
Aspire Private Capital
Cornelius,
North Carolina
|
–
|
-$16K
|
-321
|
Closed
|
|
