|
51
|
Ameriprise
Minneapolis,
Minnesota
|
$83K
|
-$18.5K
|
-2,500
|
-18%
|
|
|
52
|
|
$80K
|
+$81K
|
+10,957
|
New
|
|
|
53
|
Kestra Private Wealth Services
Austin,
Texas
|
$80K
|
+$81K
|
+10,966
|
New
|
|
|
54
|
Truist Financial
Charlotte,
North Carolina
|
$77K
|
-$2.22K
|
-300
|
-3%
|
|
|
55
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$60K
|
+$8.87K
|
+1,200
|
+17%
|
|
|
56
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$45K
|
–
|
–
|
–
|
|
|
57
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$37K
|
+$37.7K
|
+5,104
|
New
|
|
|
58
|
Advisory Services Network
Atlanta,
Georgia
|
$33K
|
+$33.3K
|
+4,500
|
New
|
|
|
59
|
Pathstone Family Office
Englewood,
New Jersey
|
$19K
|
-$1.09K
|
-148
|
-5%
|
|
|
60
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12K
|
–
|
–
|
–
|
|
|
61
|
Creative Financial Designs
Kokomo,
Indiana
|
$12K
|
–
|
–
|
–
|
|
|
62
|
Barclays
London,
United Kingdom
|
$10K
|
+$8.72K
|
+1,180
|
New
|
|
|
63
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$6K
|
+$5.91K
|
+800
|
New
|
|
|
64
|
RPG Investment Advisory
Pleasanton,
California
|
$4K
|
–
|
–
|
–
|
|
|
65
|
Huntington National Bank
Columbus,
Ohio
|
$2K
|
–
|
–
|
–
|
|
|
66
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2K
|
–
|
–
|
–
|
|
|
67
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$2K
|
+$37
|
+5
|
+2%
|
|
|
68
|
Northern Trust
Chicago,
Illinois
|
$1K
|
–
|
–
|
–
|
|
|
69
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1K
|
+$118
|
+16
|
+11%
|
|
|
70
|
|
–
|
-$578K
|
-82,351
|
Closed
|
|
|
71
|
Clear Creek Financial Management
Silverdale,
Washington
|
–
|
-$530K
|
-74,901
|
Closed
|
|
|
72
|
Curi RMB Capital
Chicago,
Illinois
|
–
|
-$96K
|
-13,725
|
Closed
|
|
|
73
|
Doliver Advisors
Houston,
Texas
|
–
|
-$89K
|
-12,679
|
Closed
|
|
|
74
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$50K
|
-7,075
|
Closed
|
|
|
75
|
|
–
|
-$234K
|
-3,300
|
Closed
|
|
