|
51
|
Bank of America
Charlotte,
North Carolina
|
$361K
|
+$9.26K
|
+111
|
+3%
|
|
|
52
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$360K
|
-$201K
|
-2,413
|
-36%
|
|
|
53
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$313K
|
+$81.8K
|
+980
|
+36%
|
|
|
54
|
J.W. Cole Advisors
Tampa,
Florida
|
$303K
|
+$51.8K
|
+621
|
+21%
|
|
|
55
|
|
$299K
|
-$163K
|
-1,958
|
-36%
|
|
|
56
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$296K
|
–
|
–
|
–
|
|
|
57
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$292K
|
-$1.33K
|
-16
|
-0.5%
|
|
|
58
|
TFC Financial Management
Boston,
Massachusetts
|
$291K
|
+$49K
|
+587
|
+20%
|
|
|
59
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$267K
|
-$420K
|
-5,039
|
-61%
|
|
|
60
|
|
$231K
|
–
|
–
|
–
|
|
|
61
|
Belpointe Asset Management
Reno,
Nevada
|
$225K
|
+$1.17K
|
+14
|
+0.5%
|
|
|
62
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$208K
|
+$206K
|
+2,466
|
New
|
|
|
63
|
CDKV Holdings
Denver,
Colorado
|
$186K
|
+$184K
|
+2,211
|
New
|
|
|
64
|
Evermay Wealth Management
Arlington,
Virginia
|
$169K
|
–
|
–
|
–
|
|
|
65
|
Triumph Capital Management
Denver,
Colorado
|
$103K
|
+$102K
|
+1,220
|
New
|
|
|
66
|
Farther Finance Advisors
San Francisco,
California
|
$73.6K
|
+$72.9K
|
+874
|
New
|
|
|
67
|
Fidelity Investments
Boston,
Massachusetts
|
$30.1K
|
–
|
–
|
–
|
|
|
68
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29K
|
+$28.7K
|
+344
|
New
|
|
|
69
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$16.8K
|
+$16.7K
|
+200
|
New
|
|
|
70
|
Frazier Financial Advisors
Columbus,
Ohio
|
$8.42K
|
–
|
–
|
–
|
|
|
71
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$5.55K
|
–
|
–
|
–
|
|
|
72
|
Geneos Wealth Management
Englewood,
Colorado
|
$5.05K
|
+$834
|
+10
|
+20%
|
|
|
73
|
Allworth Financial
Folsom,
California
|
$3.37K
|
–
|
–
|
–
|
|
|
74
|
Principal Securities
Des Moines,
Iowa
|
–
|
-$64.7K
|
-790
|
Closed
|
|
