|
26
|
GoalVest Advisory
New York
|
$300K
|
–
|
–
|
–
|
|
|
27
|
Truist Financial
Charlotte,
North Carolina
|
$281K
|
-$198K
|
-3,482
|
-41%
|
|
|
28
|
Private Advisor Group
Morristown,
New Jersey
|
$279K
|
+$28.5K
|
+500
|
+11%
|
|
|
29
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$269K
|
-$25.6K
|
-450
|
-8%
|
|
|
30
|
Kestra Advisory Services
Austin,
Texas
|
$264K
|
+$108K
|
+1,898
|
+65%
|
|
|
31
|
NewEdge Advisors
New Orleans,
Louisiana
|
$242K
|
-$42.8K
|
-751
|
-15%
|
|
|
32
|
AGH Wealth Advisors
Wichita,
Kansas
|
$239K
|
+$30.8K
|
+540
|
+14%
|
|
|
33
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$225K
|
+$233K
|
+4,094
|
New
|
|
|
34
|
Ameriprise
Minneapolis,
Minnesota
|
$223K
|
-$260K
|
-4,566
|
-53%
|
|
|
35
|
|
$40.2K
|
+$41.8K
|
+733
|
New
|
|
|
36
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$38.9K
|
+$37.6K
|
+660
|
+1,347%
|
|
|
37
|
Private Trust Company
Cleveland,
Ohio
|
$32.4K
|
-$174K
|
-3,055
|
-84%
|
|
|
38
|
Farther Finance Advisors
San Francisco,
California
|
$19.7K
|
-$2.62K
|
-46
|
-11%
|
|
|
39
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$4.79K
|
+$57
|
+1
|
+1%
|
|
|
40
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$3.49K
|
+$3.48K
|
+61
|
New
|
|
|
41
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$1.43K
|
+$1.48K
|
+26
|
New
|
|
|
42
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$330
|
–
|
–
|
–
|
|
|
43
|
Horizon Wealth Management
La Grange,
Illinois
|
–
|
-$49.2M
|
-862,258
|
Closed
|
|
|
44
|
Citadel Advisors
Miami,
Florida
|
–
|
-$312K
|
-5,467
|
Closed
|
|
|
45
|
Claro Advisors
Boston,
Massachusetts
|
–
|
-$215K
|
-3,767
|
Closed
|
|
|
46
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
–
|
-$165K
|
-2,900
|
Closed
|
|
|
47
|
Quattro Advisors
Pittsburgh,
Pennsylvania
|
–
|
-$91.9K
|
-1,610
|
Closed
|
|
|
48
|
UBS Group
Zurich,
Switzerland
|
–
|
-$20.1K
|
-353
|
Closed
|
|
|
49
|
MAI Capital Management
Independence,
Ohio
|
–
|
-$5.37K
|
-94
|
Closed
|
|
