|
51
|
OneAscent Financial Services
Birmingham,
Alabama
|
$255K
|
+$8.67K
|
+335
|
+4%
|
|
|
52
|
Segment Wealth Management
Houston,
Texas
|
$247K
|
–
|
–
|
–
|
|
|
53
|
Private Advisor Group
Morristown,
New Jersey
|
$242K
|
–
|
–
|
–
|
|
|
54
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$235K
|
+$233K
|
+9,000
|
New
|
|
|
55
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$228K
|
+$19.4K
|
+750
|
+9%
|
|
|
56
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$220K
|
–
|
–
|
–
|
|
|
57
|
FourThought Financial Partners
Venice,
Florida
|
$200K
|
+$199K
|
+7,678
|
New
|
|
|
58
|
Physician Wealth Advisors
Midvale,
Utah
|
$170K
|
–
|
–
|
–
|
|
|
59
|
10Elms LLP
Tulsa,
Oklahoma
|
$148K
|
+$3.88K
|
+150
|
+3%
|
|
|
60
|
Osaic Holdings
Scottsdale,
Arizona
|
$134K
|
+$107K
|
+4,134
|
+413%
|
|
|
61
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$97K
|
+$60.5K
|
+2,337
|
+170%
|
|
|
62
|
IFP Advisors
Tampa,
Florida
|
$85.5K
|
–
|
–
|
–
|
|
|
63
|
Addison Advisors
Middlebury,
Vermont
|
$82.9K
|
+$54.5K
|
+2,105
|
+196%
|
|
|
64
|
Global Retirement Partners
San Rafael,
California
|
$50.6K
|
+$50.2K
|
+1,940
|
New
|
|
|
65
|
Barrett & Company
Providence,
Rhode Island
|
$46.5K
|
–
|
–
|
–
|
|
|
66
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$40.7K
|
+$40.4K
|
+1,561
|
New
|
|
|
67
|
Sarver Vrooman Wealth Advisors
Kansas City,
Missouri
|
$31.6K
|
+$31.3K
|
+1,210
|
New
|
|
|
68
|
Harbour Investments
Madison,
Wisconsin
|
$26K
|
+$25.8K
|
+995
|
New
|
|
|
69
|
|
$1.67K
|
–
|
–
|
–
|
|
|
70
|
Principal Securities
Des Moines,
Iowa
|
$496
|
–
|
–
|
–
|
|
|
71
|
|
–
|
-$2.9M
|
-113,099
|
Closed
|
|
|
72
|
PFG Private Wealth Management
Lutz,
Florida
|
–
|
-$591K
|
-23,014
|
Closed
|
|
|
73
|
|
–
|
-$573K
|
-22,319
|
Closed
|
|
|
74
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$404K
|
-15,743
|
Closed
|
|
|
75
|
WrapManager Inc
Mill Valley,
California
|
–
|
-$355K
|
-13,854
|
Closed
|
|
