|
26
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$317K
|
+$320K
|
+5,621
|
New
|
|
|
27
|
Pinnacle Private Wealth
Andover,
Massachusetts
|
$314K
|
–
|
–
|
–
|
|
|
28
|
|
$294K
|
-$50.5K
|
-887
|
-15%
|
|
|
29
|
Freedom Investment Management
Hartford,
Connecticut
|
$277K
|
-$16.8K
|
-295
|
-6%
|
|
|
30
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$273K
|
-$166K
|
-2,914
|
-38%
|
|
|
31
|
ICA Group Wealth Management
Denver,
Colorado
|
$269K
|
+$287K
|
+5,046
|
New
|
|
|
32
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$238K
|
-$10.1K
|
-178
|
-4%
|
|
|
33
|
Graypoint LLC
Albany,
New York
|
$231K
|
–
|
–
|
–
|
|
|
34
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$221K
|
+$236K
|
+4,139
|
New
|
|
|
35
|
American Portfolios Advisors
Holbrook,
New York
|
$63.8K
|
–
|
–
|
–
|
|
|
36
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$20K
|
+$19.9K
|
+350
|
New
|
|
|
37
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$1.47K
|
–
|
–
|
–
|
|
|
38
|
Cetera Advisor Networks
El Segundo,
California
|
–
|
-$844K
|
-14,437
|
Closed
|
|
|
39
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
–
|
-$730K
|
-12,891
|
Closed
|
|
|
40
|
Southport Capital Management
Chattanooga,
Tennessee
|
–
|
-$280K
|
-4,785
|
Closed
|
|
|
41
|
Zuckerman Investment Group
Chicago,
Illinois
|
–
|
-$248K
|
-4,250
|
Closed
|
|
|
42
|
Truist Financial
Charlotte,
North Carolina
|
–
|
-$221K
|
-3,778
|
Closed
|
|
|
43
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
–
|
-$48K
|
-827
|
Closed
|
|
|
44
|
UBS Group
Zurich,
Switzerland
|
–
|
-$1K
|
-13
|
Closed
|
|
|
45
|
Wells Fargo
San Francisco,
California
|
–
|
+$57
|
+1
|
New
|
|
