|
26
|
Atria Investments
Charlotte,
North Carolina
|
$473K
|
-$289K
|
-7,419
|
-40%
|
|
|
27
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$412K
|
+$44.5K
|
+1,144
|
+13%
|
|
|
28
|
Raymond James Financial
St Petersburg,
Florida
|
$395K
|
+$367K
|
+9,423
|
New
|
|
|
29
|
Truist Financial
Charlotte,
North Carolina
|
$383K
|
–
|
–
|
–
|
|
|
30
|
Summit Financial
Parsippany,
New Jersey
|
$333K
|
-$15.3K
|
-394
|
-5%
|
|
|
31
|
World Investment Advisors
Santa Barbara,
California
|
$320K
|
-$10.9K
|
-280
|
-4%
|
|
|
32
|
Lifestyle Asset Management
Friendswood,
Texas
|
$292K
|
-$17.4K
|
-448
|
-6%
|
|
|
33
|
Axxcess Wealth Management
Carlsbad,
California
|
$247K
|
+$229K
|
+5,893
|
New
|
|
|
34
|
|
$244K
|
+$227K
|
+5,821
|
New
|
|
|
35
|
Osaic Holdings
Scottsdale,
Arizona
|
$151K
|
-$245K
|
-6,299
|
-64%
|
|
|
36
|
Coppell Advisory Solutions
Coppell,
Texas
|
$61.9K
|
+$487K
|
+12,501
|
New
|
|
|
37
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$45.3K
|
–
|
–
|
–
|
|
|
38
|
Brown Brothers Harriman & Co
New York
|
$33K
|
–
|
–
|
–
|
|
|
39
|
|
$24.5K
|
+$22.7K
|
+584
|
New
|
|
|
40
|
Rossby Financial
Melbourne,
Florida
|
$13.6K
|
–
|
–
|
–
|
|
|
41
|
GTS Securities
Miami,
Florida
|
–
|
-$1.33M
|
-37,850
|
Closed
|
|
|
42
|
Optivise Advisory Services
Franklin,
Tennessee
|
–
|
-$873K
|
-24,812
|
Closed
|
|
|
43
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
–
|
-$33.4K
|
-950
|
Closed
|
|
|
44
|
UBS Group
Zurich,
Switzerland
|
–
|
-$32.2K
|
-914
|
Closed
|
|
|
45
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
–
|
-$7.64K
|
-217
|
Closed
|
|
