|
26
|
Corient Private Wealth
Miami,
Florida
|
$396K
|
–
|
–
|
–
|
|
|
27
|
Choreo LLC
Rockford,
Illinois
|
$379K
|
+$17.9K
|
+1,365
|
+5%
|
|
|
28
|
Summit Asset Management
Memphis,
Tennessee
|
$343K
|
+$341K
|
+26,000
|
New
|
|
|
29
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$322K
|
–
|
–
|
–
|
|
|
30
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$286K
|
–
|
–
|
–
|
|
|
31
|
Rockefeller Capital Management
New York
|
$240K
|
+$52
|
+4
|
+0%
|
|
|
32
|
Wedbush Securities
Los Angeles,
California
|
$238K
|
+$24.8K
|
+1,894
|
+12%
|
|
|
33
|
|
$203K
|
+$201K
|
+15,349
|
New
|
|
|
34
|
Lido Advisors
Los Angeles,
California
|
$177K
|
–
|
–
|
–
|
|
|
35
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$151K
|
+$150K
|
+11,428
|
New
|
|
|
36
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$135K
|
+$1.95K
|
+149
|
+1%
|
|
|
37
|
PFG Investments
Woodbury,
New York
|
$133K
|
+$66
|
+5
|
+0%
|
|
|
38
|
Comerica Bank
Dallas,
Texas
|
$58.7K
|
-$30.8K
|
-2,353
|
-35%
|
|
|
39
|
Kestra Advisory Services
Austin,
Texas
|
$52.8K
|
+$52.4K
|
+4,000
|
New
|
|
|
40
|
Mountain Hill Investment Partners
Atlantic Highlands,
New Jersey
|
$44K
|
–
|
–
|
–
|
|
|
41
|
Larson Financial Group
St Louis,
Missouri
|
$5.2K
|
+$131
|
+10
|
+3%
|
|
|
42
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$4.72K
|
–
|
–
|
–
|
|
|
43
|
Highline Wealth Partners
Sherman Oaks,
California
|
$3.96K
|
–
|
–
|
–
|
|
|
44
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
–
|
-$928K
|
-70,779
|
Closed
|
|
|
45
|
Catalina Capital Group
Torrance,
California
|
–
|
-$210K
|
-16,052
|
Closed
|
|
|
46
|
Ignite Planners
San Clemente,
California
|
–
|
-$150K
|
-11,452
|
Closed
|
|
|
47
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$39.5K
|
-3,010
|
Closed
|
|
