|
26
|
Envision Financial
Brookfield,
Wisconsin
|
$520K
|
-$5.79K
|
-100
|
-1%
|
|
|
27
|
Wedbush Securities
Los Angeles,
California
|
$496K
|
+$106K
|
+1,825
|
+28%
|
|
|
28
|
Gentry Private Wealth
Wichita,
Kansas
|
$323K
|
–
|
–
|
–
|
|
|
29
|
GoalVest Advisory
New York
|
$323K
|
–
|
–
|
–
|
|
|
30
|
Private Advisor Group
Morristown,
New Jersey
|
$295K
|
-$5.96K
|
-103
|
-2%
|
|
|
31
|
Kestra Advisory Services
Austin,
Texas
|
$294K
|
+$8.57K
|
+148
|
+3%
|
|
|
32
|
Truist Financial
Charlotte,
North Carolina
|
$260K
|
-$42.2K
|
-729
|
-14%
|
|
|
33
|
AGH Wealth Advisors
Wichita,
Kansas
|
$257K
|
–
|
–
|
–
|
|
|
34
|
NewEdge Advisors
New Orleans,
Louisiana
|
$221K
|
-$39.1K
|
-675
|
-15%
|
|
|
35
|
Bank of New York Mellon
New York
|
$219K
|
+$214K
|
+3,704
|
New
|
|
|
36
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$211K
|
-$77K
|
-1,330
|
-27%
|
|
|
37
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$142K
|
+$139K
|
+2,399
|
New
|
|
|
38
|
Private Trust Company
Cleveland,
Ohio
|
$34.9K
|
–
|
–
|
–
|
|
|
39
|
|
$18.5K
|
-$24.4K
|
-421
|
-57%
|
|
|
40
|
Larson Financial Group
St Louis,
Missouri
|
$10.1K
|
+$9.8K
|
+170
|
New
|
|
|
41
|
Farther Finance Advisors
San Francisco,
California
|
$8.52K
|
-$12.4K
|
-215
|
-60%
|
|
|
42
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$5.3K
|
+$174
|
+3
|
+3%
|
|
|
43
|
Jones Financial Companies
Des Peres,
Missouri
|
$638
|
+$637
|
+11
|
New
|
|
|
44
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$356
|
–
|
–
|
–
|
|
|
45
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$34.6M
|
-631,181
|
Closed
|
|
|
46
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
–
|
-$524K
|
-9,555
|
Closed
|
|
|
47
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
–
|
-$225K
|
-4,094
|
Closed
|
|
|
48
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$223K
|
-4,058
|
Closed
|
|
|
49
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
–
|
-$3.49K
|
-61
|
Closed
|
|
|
50
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
–
|
-$1.43K
|
-26
|
Closed
|
|
