|
51
|
Whittier Trust
South Pasadena,
California
|
$218K
|
–
|
–
|
–
|
|
|
52
|
Ignite Planners
San Clemente,
California
|
$208K
|
-$319K
|
-20,253
|
-59%
|
|
|
53
|
Citadel Advisors
Miami,
Florida
|
$198K
|
+$215K
|
+13,612
|
New
|
|
|
54
|
Raymond James & Associates
St Petersburg,
Florida
|
$197K
|
+$19.7K
|
+1,250
|
+10%
|
|
|
55
|
Snowden Capital Advisors
New York
|
$188K
|
–
|
–
|
–
|
|
|
56
|
NovaPoint Capital
Atlanta,
Georgia
|
$179K
|
+$15.8K
|
+1,000
|
+9%
|
|
|
57
|
Advisory Services Network
Atlanta,
Georgia
|
$156K
|
+$169K
|
+10,732
|
New
|
|
|
58
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$153K
|
–
|
–
|
–
|
|
|
59
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$145K
|
-$140K
|
-8,900
|
-47%
|
|
|
60
|
|
$120K
|
–
|
–
|
–
|
|
|
61
|
Wells Fargo
San Francisco,
California
|
$111K
|
+$46.1K
|
+2,922
|
+62%
|
|
|
62
|
IFP Advisors
Tampa,
Florida
|
$30K
|
–
|
–
|
–
|
|
|
63
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$24K
|
–
|
–
|
–
|
|
|
64
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$16K
|
–
|
–
|
–
|
|
|
65
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$15K
|
+$16.6K
|
+1,050
|
New
|
|
|
66
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$14.5K
|
–
|
–
|
–
|
|
|
67
|
US Bancorp
Minneapolis,
Minnesota
|
$7K
|
–
|
–
|
–
|
|
|
68
|
ACG Wealth
Atlanta,
Georgia
|
$7K
|
+$8.12K
|
+515
|
New
|
|
|
69
|
Focused Wealth Management
Newburgh,
New York
|
$4K
|
–
|
–
|
–
|
|
|
70
|
Sterling Manor Financial
Saratoga Springs,
New York
|
–
|
-$2.84M
|
-163,223
|
Closed
|
|
|
71
|
|
–
|
-$297K
|
-17,059
|
Closed
|
|
|
72
|
M Holdings Securities
Portland,
Oregon
|
–
|
-$191K
|
-10,964
|
Closed
|
|
|
73
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
–
|
-$175K
|
-10,037
|
Closed
|
|
|
74
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
–
|
-$172K
|
-9,900
|
Closed
|
|
|
75
|
Prospera Financial Services
Dallas,
Texas
|
–
|
-$13K
|
-750
|
Closed
|
|
