|
51
|
Stirlingshire Investments
New York
|
$220K
|
+$233K
|
+1,998
|
New
|
|
|
52
|
Power Wealth Management
Alpharetta,
Georgia
|
$220K
|
+$233K
|
+1,996
|
New
|
|
|
53
|
Rockefeller Capital Management
New York
|
$217K
|
-$66.9K
|
-573
|
-22%
|
|
|
54
|
Raymond James Financial
St Petersburg,
Florida
|
$217K
|
+$230K
|
+1,969
|
New
|
|
|
55
|
Advyzon Investment Management
Lisle,
Illinois
|
$217K
|
+$230K
|
+1,968
|
New
|
|
|
56
|
Portside Wealth Group
Provo,
Utah
|
$213K
|
+$226K
|
+1,938
|
New
|
|
|
57
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$209K
|
+$221K
|
+1,896
|
New
|
|
|
58
|
UBS Group
Zurich,
Switzerland
|
$135K
|
–
|
–
|
–
|
|
|
59
|
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
$116K
|
-$49.2K
|
-422
|
-29%
|
|
|
60
|
WestEnd Advisors
Charlotte,
North Carolina
|
$112K
|
-$13.5K
|
-116
|
-10%
|
|
|
61
|
Advisory Services Network
Atlanta,
Georgia
|
$102K
|
-$3.36M
|
-28,810
|
-97%
|
|
|
62
|
Geneos Wealth Management
Englewood,
Colorado
|
$99.6K
|
–
|
–
|
–
|
|
|
63
|
Copia Wealth Management
Bend,
Oregon
|
$97.9K
|
–
|
–
|
–
|
|
|
64
|
NewEdge Advisors
New Orleans,
Louisiana
|
$96.7K
|
-$75.7K
|
-649
|
-42%
|
|
|
65
|
AE Wealth Management
Topeka,
Kansas
|
$92.4K
|
+$7.93K
|
+68
|
+9%
|
|
|
66
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$55.5K
|
+$58.8K
|
+504
|
New
|
|
|
67
|
Financial Network Wealth Advisors
Murray,
Utah
|
$53.6K
|
+$21K
|
+180
|
+59%
|
|
|
68
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$33.5K
|
–
|
–
|
–
|
|
|
69
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$13.9K
|
–
|
–
|
–
|
|
|
70
|
Physician Wealth Advisors
Midvale,
Utah
|
$10.7K
|
–
|
–
|
–
|
|
|
71
|
Jones Financial Companies
Des Peres,
Missouri
|
$7.38K
|
–
|
–
|
–
|
|
|
72
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$4.4K
|
+$4.67K
|
+40
|
New
|
|
|
73
|
Clearstead Advisors
Cleveland,
Ohio
|
$2.75K
|
+$1.17K
|
+10
|
+67%
|
|
|
74
|
|
–
|
-$675K
|
-6,563
|
Closed
|
|
|
75
|
Citadel Advisors
Miami,
Florida
|
–
|
-$211K
|
-2,054
|
Closed
|
|
