|
51
|
Shore Point Advisors
Brielle,
New Jersey
|
$276K
|
+$276K
|
+5,515
|
New
|
|
|
52
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$272K
|
-$24.9K
|
-498
|
-8%
|
|
|
53
|
Gradient Capital Advisors
San Diego,
California
|
$270K
|
–
|
–
|
–
|
|
|
54
|
Corient Private Wealth
Miami,
Florida
|
$261K
|
+$261K
|
+5,207
|
New
|
|
|
55
|
Wheels Up Wealth
Benicia,
California
|
$257K
|
+$257K
|
+5,124
|
New
|
|
|
56
|
|
$251K
|
+$251K
|
+5,017
|
New
|
|
|
57
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$230K
|
+$1.95K
|
+39
|
+0.9%
|
|
|
58
|
Pure Financial Advisors
San Diego,
California
|
$229K
|
+$551
|
+11
|
+0.2%
|
|
|
59
|
Birch Financial Group
Keene,
New Hampshire
|
$204K
|
–
|
–
|
–
|
|
|
60
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$203K
|
-$206K
|
-4,105
|
-50%
|
|
|
61
|
GAMMA Investing
Foster City,
California
|
$106K
|
+$401
|
+8
|
+0.4%
|
|
|
62
|
IFP Advisors
Tampa,
Florida
|
$100K
|
–
|
–
|
–
|
|
|
63
|
Larson Financial Group
St Louis,
Missouri
|
$100K
|
–
|
–
|
–
|
|
|
64
|
Allworth Financial
Folsom,
California
|
$39.9K
|
–
|
–
|
–
|
|
|
65
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$25.7K
|
+$200
|
+4
|
+0.8%
|
|
|
66
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$20K
|
+$150
|
+3
|
+0.8%
|
|
|
67
|
Tower Research Capital (TRC)
New York
|
$16.7K
|
+$16.7K
|
+334
|
New
|
|
|
68
|
Horizon Investments
Charlotte,
North Carolina
|
$1.5K
|
+$50
|
+1
|
+3%
|
|
|
69
|
Bell Investment Advisors
Oakland,
California
|
$1.33K
|
+$50
|
+1
|
+4%
|
|
|
70
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
–
|
-$2.28M
|
-45,706
|
Closed
|
|
|
71
|
Flow Traders U.S.
New York
|
–
|
-$596K
|
-11,971
|
Closed
|
|
|
72
|
|
–
|
-$309K
|
-6,194
|
Closed
|
|
