|
26
|
UBS Group
Zurich,
Switzerland
|
$552K
|
-$563K
|
-6,441
|
-51%
|
|
|
27
|
D.A. Davidson & Co
Great Falls,
Montana
|
$517K
|
–
|
–
|
–
|
|
|
28
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
$433K
|
-$87
|
-1
|
-0%
|
|
|
29
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$417K
|
-$130K
|
-1,487
|
-24%
|
|
|
30
|
PFG Investments
Woodbury,
New York
|
$387K
|
+$22.5K
|
+257
|
+6%
|
|
|
31
|
Truist Financial
Charlotte,
North Carolina
|
$379K
|
-$86.1K
|
-985
|
-19%
|
|
|
32
|
Envestnet Asset Management
Chicago,
Illinois
|
$377K
|
-$106K
|
-1,215
|
-22%
|
|
|
33
|
HFG Advisors
Cincinatti,
Ohio
|
$365K
|
–
|
–
|
–
|
|
|
34
|
Jones Financial Companies
Des Peres,
Missouri
|
$352K
|
-$5.86K
|
-67
|
-2%
|
|
|
35
|
TCFG Wealth Management
Laguna Niguel,
California
|
$321K
|
–
|
–
|
–
|
|
|
36
|
Apeiron RIA
Dallas,
Texas
|
$305K
|
-$4.46K
|
-51
|
-2%
|
|
|
37
|
|
$302K
|
+$66.6K
|
+762
|
+29%
|
|
|
38
|
Creative Planning
Overland Park,
Kansas
|
$284K
|
-$45.8K
|
-524
|
-14%
|
|
|
39
|
Pacific Sun Financial
Los Angeles,
California
|
$277K
|
–
|
–
|
–
|
|
|
40
|
Clearstead Advisors
Cleveland,
Ohio
|
$207K
|
–
|
–
|
–
|
|
|
41
|
Moors & Cabot
Boston,
Massachusetts
|
$201K
|
+$197K
|
+2,254
|
New
|
|
|
42
|
Kestra Advisory Services
Austin,
Texas
|
$166K
|
+$163K
|
+1,866
|
New
|
|
|
43
|
Golden State Wealth Management
Santa Ana,
California
|
$87.8K
|
–
|
–
|
–
|
|
|
44
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$83K
|
+$77.9K
|
+891
|
New
|
|
|
45
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$71.8K
|
+$437
|
+5
|
+0.6%
|
|
|
46
|
Fidelity Investments
Boston,
Massachusetts
|
$70.4K
|
–
|
–
|
–
|
|
|
47
|
|
$62.4K
|
–
|
–
|
–
|
|
|
48
|
IFP Advisors
Tampa,
Florida
|
$62.1K
|
–
|
–
|
–
|
|
|
49
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$53.5K
|
–
|
–
|
–
|
|
|
50
|
Hilton Head Capital Partners
Hilton Head Island,
South Carolina
|
$53.5K
|
+$52.5K
|
+600
|
New
|
|
