|
51
|
Inscription Capital
Houston,
Texas
|
$315K
|
–
|
–
|
–
|
|
|
52
|
Argent Trust Co
Nashville,
Tennessee
|
$309K
|
–
|
–
|
–
|
|
|
53
|
Community Trust & Investment
Versailles,
Kentucky
|
$215K
|
–
|
–
|
–
|
|
|
54
|
Harbour Investments
Madison,
Wisconsin
|
$95.4K
|
-$8.26K
|
-144
|
-8%
|
|
|
55
|
Wells Fargo
San Francisco,
California
|
$73.9K
|
–
|
–
|
–
|
|
|
56
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$70K
|
+$28.7K
|
+500
|
+66%
|
|
|
57
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$55.1K
|
+$56.9K
|
+992
|
New
|
|
|
58
|
Belpointe Asset Management
Reno,
Nevada
|
$41.6K
|
–
|
–
|
–
|
|
|
59
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$41.6K
|
–
|
–
|
–
|
|
|
60
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$33.6K
|
+$34.7K
|
+605
|
New
|
|
|
61
|
Private Trust Company
Cleveland,
Ohio
|
$22.2K
|
-$29K
|
-506
|
-56%
|
|
|
62
|
NewEdge Advisors
New Orleans,
Louisiana
|
$21K
|
-$11.6K
|
-203
|
-35%
|
|
|
63
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$17.7K
|
+$5.45K
|
+95
|
+43%
|
|
|
64
|
Fidelity Investments
Boston,
Massachusetts
|
$17.2K
|
-$147K
|
-2,559
|
-89%
|
|
|
65
|
UMB Bank
Kansas City,
Missouri
|
$12.9K
|
–
|
–
|
–
|
|
|
66
|
ICA Group Wealth Management
Denver,
Colorado
|
$5.44K
|
-$333K
|
-5,813
|
-98%
|
|
|
67
|
Farther Finance Advisors
San Francisco,
California
|
$4.69K
|
+$4.82K
|
+84
|
New
|
|
|
68
|
WealthPLAN Partners
Omaha,
Nebraska
|
$2.89K
|
+$2.98K
|
+52
|
New
|
|
|
69
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$888
|
–
|
–
|
–
|
|
|
70
|
Royal Harbor Partners
Houston,
Texas
|
–
|
-$6.89M
|
-126,229
|
Closed
|
|
|
71
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
–
|
-$6.09M
|
-111,571
|
Closed
|
|
|
72
|
Citadel Advisors
Miami,
Florida
|
–
|
-$445K
|
-8,140
|
Closed
|
|
|
73
|
Childress Capital Advisors
Houston,
Texas
|
–
|
-$398K
|
-7,297
|
Closed
|
|
|
74
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
–
|
-$340K
|
-6,227
|
Closed
|
|
|
75
|
|
–
|
-$262K
|
-4,791
|
Closed
|
|
