|
26
|
Wells Fargo
San Francisco,
California
|
$298K
|
+$131K
|
+8,799
|
+83%
|
|
|
27
|
Pine Valley Investments
Marlton,
New Jersey
|
$263K
|
-$1.49K
|
-100
|
-0.6%
|
|
|
28
|
KeyBank National Association
Cleveland,
Ohio
|
$262K
|
–
|
–
|
–
|
|
|
29
|
Guggenheim Capital
Chicago,
Illinois
|
$255K
|
-$14.7K
|
-991
|
-6%
|
|
|
30
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$240K
|
-$42.7K
|
-2,876
|
-16%
|
|
|
31
|
Atria Wealth Solutions
New York
|
$217K
|
-$29.7K
|
-2,000
|
-12%
|
|
|
32
|
Cetera Advisors
Denver,
Colorado
|
$199K
|
+$192K
|
+12,902
|
New
|
|
|
33
|
OneAscent Financial Services
Birmingham,
Alabama
|
$197K
|
–
|
–
|
–
|
|
|
34
|
Everpar Advisors
Tulsa,
Oklahoma
|
$170K
|
+$164K
|
+11,048
|
New
|
|
|
35
|
Raymond James & Associates
St Petersburg,
Florida
|
$169K
|
-$86.7K
|
-5,835
|
-35%
|
|
|
36
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$165K
|
-$847
|
-57
|
-0.5%
|
|
|
37
|
Comerica Bank
Dallas,
Texas
|
$73K
|
–
|
–
|
–
|
|
|
38
|
Global Retirement Partners
San Rafael,
California
|
$66.4K
|
+$23.6K
|
+1,589
|
+59%
|
|
|
39
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$61.7K
|
+$59.4K
|
+4,000
|
New
|
|
|
40
|
Private Trust Company
Cleveland,
Ohio
|
$54K
|
–
|
–
|
–
|
|
|
41
|
Ramirez Asset Management
New York
|
$54K
|
–
|
–
|
–
|
|
|
42
|
Steward Partners Investment Advisory
New York
|
$38.8K
|
–
|
–
|
–
|
|
|
43
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$24.5K
|
+$23.6K
|
+1,591
|
New
|
|
|
44
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$21.6K
|
–
|
–
|
–
|
|
|
45
|
Key Financial Inc
West Chester,
Pennsylvania
|
$20.7K
|
–
|
–
|
–
|
|
|
46
|
Harbour Investments
Madison,
Wisconsin
|
$18.5K
|
–
|
–
|
–
|
|
|
47
|
Barrett & Company
Providence,
Rhode Island
|
$15.8K
|
+$327
|
+22
|
+2%
|
|
|
48
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$15.4K
|
–
|
–
|
–
|
|
|
49
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15K
|
+$14.9K
|
+1,000
|
New
|
|
|
50
|
Geneos Wealth Management
Englewood,
Colorado
|
$13.1K
|
–
|
–
|
–
|
|
