|
26
|
Meridian Investment Counsel
Lafayette,
California
|
$1.15M
|
–
|
–
|
–
|
|
|
27
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$962K
|
+$20K
|
+782
|
+2%
|
|
|
28
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$807K
|
-$375K
|
-14,702
|
-32%
|
|
|
29
|
Truist Financial
Charlotte,
North Carolina
|
$736K
|
+$742K
|
+29,088
|
New
|
|
|
30
|
Mercer Global Advisors
Denver,
Colorado
|
$720K
|
-$198K
|
-7,777
|
-21%
|
|
|
31
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$620K
|
+$61.4K
|
+2,406
|
+10%
|
|
|
32
|
|
$540K
|
-$526K
|
-20,628
|
-49%
|
|
|
33
|
Private Advisor Group
Morristown,
New Jersey
|
$533K
|
+$537K
|
+21,055
|
New
|
|
|
34
|
GeoWealth Management
Chicago,
Illinois
|
$454K
|
+$458K
|
+17,934
|
New
|
|
|
35
|
Source Financial Advisors
New York
|
$454K
|
+$458K
|
+17,934
|
New
|
|
|
36
|
Csenge Advisory Group
Clearwater,
Florida
|
$437K
|
+$440K
|
+17,256
|
New
|
|
|
37
|
WBH Advisory
Baltimore,
Maryland
|
$361K
|
-$732K
|
-28,677
|
-66%
|
|
|
38
|
Koshinski Asset Management
Decatur,
Illinois
|
$190K
|
+$192K
|
+7,507
|
New
|
|
|
39
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$112K
|
-$27.6K
|
-1,081
|
-20%
|
|
|
40
|
Bessemer Group
Woodbridge,
New Jersey
|
$95K
|
+$95.9K
|
+3,758
|
New
|
|
|
41
|
Versant Capital Management
Phoenix,
Arizona
|
$60K
|
–
|
–
|
–
|
|
|
42
|
|
$57K
|
+$57.9K
|
+2,269
|
New
|
|
|
43
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$50.5K
|
–
|
–
|
–
|
|
|
44
|
TD Private Client Wealth
New York
|
$11.9K
|
+$12K
|
+469
|
New
|
|
|
45
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$9K
|
+$408
|
+16
|
+5%
|
|
|
46
|
Fidelity Investments
Boston,
Massachusetts
|
$6K
|
–
|
–
|
–
|
|
|
47
|
Hudock Inc
Williamsport,
Pennsylvania
|
$3K
|
+$3.5K
|
+137
|
New
|
|
|
48
|
SignatureFD
Atlanta,
Georgia
|
$1K
|
+$1.28K
|
+50
|
New
|
|
|
49
|
Crewe Advisors
Salt Lake City,
Utah
|
$1K
|
+$1.3K
|
+51
|
New
|
|
|
50
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$8.68M
|
-341,594
|
Closed
|
|
