|
51
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$495K
|
+$368K
|
+7,676
|
+246%
|
|
|
52
|
Transcend Capital Advisors
Madison,
New Jersey
|
$454K
|
-$25.3K
|
-528
|
-5%
|
|
|
53
|
Atria Wealth Solutions
New York
|
$451K
|
+$471K
|
+9,827
|
New
|
|
|
54
|
BlackDiamond Wealth Management
New York
|
$357K
|
+$32K
|
+668
|
+9%
|
|
|
55
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$323K
|
+$338K
|
+7,041
|
New
|
|
|
56
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$306K
|
+$14K
|
+292
|
+5%
|
|
|
57
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$298K
|
+$24.8K
|
+516
|
+9%
|
|
|
58
|
Wells Fargo
San Francisco,
California
|
$262K
|
+$274K
|
+5,711
|
New
|
|
|
59
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$234K
|
+$244K
|
+5,085
|
New
|
|
|
60
|
PFG Advisors
Phoenix,
Arizona
|
$223K
|
+$233K
|
+4,850
|
New
|
|
|
61
|
Helen Stephens Group
Fort Worth,
Texas
|
$218K
|
+$228K
|
+4,754
|
New
|
|
|
62
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$201K
|
+$211K
|
+4,390
|
New
|
|
|
63
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$97K
|
+$102K
|
+2,123
|
New
|
|
|
64
|
Clearstead Trust
Portland,
Maine
|
$93K
|
+$97.1K
|
+2,024
|
New
|
|
|
65
|
Financial Advantage
Columbia,
Maryland
|
$36K
|
+$768
|
+16
|
+2%
|
|
|
66
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$32.2K
|
-$20.1K
|
-418
|
-37%
|
|
|
67
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$30K
|
–
|
–
|
–
|
|
|
68
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$25K
|
–
|
–
|
–
|
|
|
69
|
UBS Group
Zurich,
Switzerland
|
$18K
|
+$18.4K
|
+383
|
New
|
|
|
70
|
Tucker Asset Management
Littleton,
Colorado
|
$1.04K
|
–
|
–
|
–
|
|
|
71
|
Castleview Partners
Dallas,
Texas
|
–
|
-$4.32M
|
-86,237
|
Closed
|
|
|
72
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
–
|
-$203K
|
-4,230
|
Closed
|
|
|
73
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
–
|
-$37K
|
-769
|
Closed
|
|
|
74
|
Rockefeller Capital Management
New York
|
–
|
-$23K
|
-485
|
Closed
|
|
|
75
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
–
|
-$4K
|
-82
|
Closed
|
|
