|
26
|
Sard Wealth Management Group
Atlanta,
Georgia
|
$229K
|
–
|
–
|
–
|
|
|
27
|
Steward Partners Investment Advisory
New York
|
$211K
|
-$90.2K
|
-8,130
|
-30%
|
|
|
28
|
XML Financial
Bethesda,
Maryland
|
$199K
|
–
|
–
|
–
|
|
|
29
|
PFG Investments
Woodbury,
New York
|
$174K
|
–
|
–
|
–
|
|
|
30
|
Bank of New York Mellon
New York
|
$161K
|
+$161K
|
+14,483
|
New
|
|
|
31
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$143K
|
–
|
–
|
–
|
|
|
32
|
Savvy Advisors Inc
New York
|
$143K
|
+$143K
|
+12,866
|
New
|
|
|
33
|
|
$120K
|
+$120K
|
+10,840
|
New
|
|
|
34
|
HighTower Advisors
Chicago,
Illinois
|
$119K
|
+$119K
|
+10,702
|
New
|
|
|
35
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$115K
|
+$2.12K
|
+191
|
+2%
|
|
|
36
|
Camelot Portfolios
Maumee,
Ohio
|
$72.2K
|
+$72.1K
|
+6,500
|
New
|
|
|
37
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$54.4K
|
–
|
–
|
–
|
|
|
38
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$41K
|
–
|
–
|
–
|
|
|
39
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$21.6K
|
–
|
–
|
–
|
|
|
40
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$3.89K
|
–
|
–
|
–
|
|
|
41
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$3.7K
|
–
|
–
|
–
|
|
|
42
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.31K
|
-$89
|
-8
|
-3%
|
|
|
43
|
FNY Investment Advisers
New York
|
$3K
|
–
|
–
|
–
|
|
|
44
|
SignatureFD
Atlanta,
Georgia
|
$7
|
–
|
–
|
–
|
|
|
45
|
Truist Financial
Charlotte,
North Carolina
|
–
|
-$292K
|
-26,434
|
Closed
|
|
|
46
|
Citadel Advisors
Miami,
Florida
|
–
|
-$173K
|
-15,688
|
Closed
|
|
|
47
|
Center for Financial Planning
Southfied,
Michigan
|
–
|
-$22.1K
|
-2,000
|
Closed
|
|
