|
26
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$371K
|
-$34.6K
|
-700
|
-9%
|
|
|
27
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$344K
|
+$342K
|
+6,906
|
New
|
|
|
28
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$338K
|
+$335K
|
+6,780
|
New
|
|
|
29
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$329K
|
+$3.21K
|
+65
|
+1%
|
|
|
30
|
Truist Financial
Charlotte,
North Carolina
|
$282K
|
–
|
–
|
–
|
|
|
31
|
Mercer Global Advisors
Denver,
Colorado
|
$280K
|
-$11.9K
|
-241
|
-4%
|
|
|
32
|
Kestra Advisory Services
Austin,
Texas
|
$210K
|
+$208K
|
+4,210
|
New
|
|
|
33
|
NewEdge Advisors
New Orleans,
Louisiana
|
$181K
|
+$180K
|
+3,635
|
New
|
|
|
34
|
Venturi Wealth Management
Austin,
Texas
|
$123K
|
–
|
–
|
–
|
|
|
35
|
Advisornet Financial
Minnetonka,
Minnesota
|
$99.6K
|
+$98.9K
|
+2,000
|
New
|
|
|
36
|
Matthew Hamilton Rosenberg
|
$79.7K
|
-$75.4K
|
-1,525
|
-49%
|
|
|
37
|
Private Trust Company
Cleveland,
Ohio
|
$40.9K
|
–
|
–
|
–
|
|
|
38
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$31.6K
|
–
|
–
|
–
|
|
|
39
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$28.6K
|
+$28.4K
|
+575
|
New
|
|
|
40
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$25K
|
–
|
–
|
–
|
|
|
41
|
Steward Partners Investment Advisory
New York
|
$12.7K
|
-$101K
|
-2,050
|
-89%
|
|
|
42
|
Brown Brothers Harriman & Co
New York
|
$10.8K
|
–
|
–
|
–
|
|
|
43
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.09K
|
+$3.07K
|
+62
|
New
|
|
|
44
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$1.19K
|
+$1.19K
|
+24
|
New
|
|
|
45
|
Wells Fargo
San Francisco,
California
|
$34
|
–
|
–
|
–
|
|
|
46
|
Citadel Advisors
Miami,
Florida
|
–
|
-$255K
|
-5,125
|
Closed
|
|
|
47
|
SignatureFD
Atlanta,
Georgia
|
–
|
-$99.7K
|
-2,000
|
Closed
|
|
|
48
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
–
|
-$46.4K
|
-931
|
Closed
|
|
