|
51
|
NewEdge Advisors
New Orleans,
Louisiana
|
$325K
|
+$113K
|
+1,614
|
+59%
|
|
|
52
|
Belpointe Asset Management
Reno,
Nevada
|
$299K
|
–
|
–
|
–
|
|
|
53
|
49 Wealth Management
Austin,
Texas
|
$272K
|
-$39.8K
|
-568
|
-13%
|
|
|
54
|
Financial Advocates Investment Management
Olympia,
Washington
|
$268K
|
-$1.12K
|
-16
|
-0.4%
|
|
|
55
|
Kestra Private Wealth Services
Austin,
Texas
|
$267K
|
+$251K
|
+3,585
|
New
|
|
|
56
|
Harbour Investments
Madison,
Wisconsin
|
$266K
|
-$9.61K
|
-137
|
-4%
|
|
|
57
|
Truist Financial
Charlotte,
North Carolina
|
$263K
|
+$21.2K
|
+302
|
+9%
|
|
|
58
|
Wealth Effects
Boston,
Massachusetts
|
$259K
|
+$29.8K
|
+425
|
+14%
|
|
|
59
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$257K
|
+$210
|
+3
|
+0.1%
|
|
|
60
|
Waterfront Wealth
Overland Park,
Kansas
|
$237K
|
+$221K
|
+3,145
|
New
|
|
|
61
|
Jones Financial Companies
Des Peres,
Missouri
|
$227K
|
+$170K
|
+2,430
|
+379%
|
|
|
62
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$222K
|
+$1.47K
|
+21
|
+0.7%
|
|
|
63
|
Summit Financial
Parsippany,
New Jersey
|
$210K
|
+$198K
|
+2,817
|
New
|
|
|
64
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$200K
|
+$189K
|
+2,693
|
New
|
|
|
65
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$154K
|
+$701
|
+10
|
+0.5%
|
|
|
66
|
Private Trust Company
Cleveland,
Ohio
|
$153K
|
+$98.5K
|
+1,405
|
+214%
|
|
|
67
|
Comerica Bank
Dallas,
Texas
|
$94.7K
|
+$14.7K
|
+209
|
+20%
|
|
|
68
|
Key Financial Inc
West Chester,
Pennsylvania
|
$77.1K
|
–
|
–
|
–
|
|
|
69
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$69K
|
–
|
–
|
–
|
|
|
70
|
Tidemark
San Diego,
California
|
$53.4K
|
+$70
|
+1
|
+0.1%
|
|
|
71
|
Global Retirement Partners
San Rafael,
California
|
$49.1K
|
-$5.19K
|
-74
|
-10%
|
|
|
72
|
Fidelity Investments
Boston,
Massachusetts
|
$35K
|
–
|
–
|
–
|
|
|
73
|
PSI Advisors
Tampa,
Florida
|
$22.9K
|
+$140
|
+2
|
+0.7%
|
|
|
74
|
Principal Securities
Des Moines,
Iowa
|
$20.2K
|
–
|
–
|
–
|
|
|
75
|
Northwest Financial Advisors
Herndon,
Virginia
|
$18.1K
|
+$17K
|
+243
|
New
|
|
