|
101
|
Fidelity Investments
Boston,
Massachusetts
|
$54.1K
|
+$54.2K
|
+1,034
|
New
|
|
|
102
|
SageView Advisory Group
Newport Beach,
California
|
$52.3K
|
+$52.4K
|
+1,000
|
New
|
|
|
103
|
Rossby Financial
Melbourne,
Florida
|
$50.7K
|
–
|
–
|
–
|
|
|
104
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$49.8K
|
+$49.9K
|
+951
|
New
|
|
|
105
|
Creative Financial Designs
Kokomo,
Indiana
|
$41.8K
|
-$3.25K
|
-62
|
-7%
|
|
|
106
|
Allworth Financial
Folsom,
California
|
$37.8K
|
–
|
–
|
–
|
|
|
107
|
GoalVest Advisory
New York
|
$30.8K
|
+$315
|
+6
|
+1%
|
|
|
108
|
NewEdge Advisors
New Orleans,
Louisiana
|
$28.8K
|
-$26.2K
|
-500
|
-48%
|
|
|
109
|
Allspring Global Investments
Charlotte,
North Carolina
|
$21.1K
|
+$21.1K
|
+403
|
New
|
|
|
110
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$15.9K
|
+$15.9K
|
+303
|
New
|
|
|
111
|
Global Retirement Partners
San Rafael,
California
|
$15.9K
|
+$105
|
+2
|
+0.7%
|
|
|
112
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$14K
|
+$14K
|
+267
|
New
|
|
|
113
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$13K
|
–
|
–
|
–
|
|
|
114
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$12K
|
+$12.1K
|
+230
|
New
|
|
|
115
|
Triumph Capital Management
Denver,
Colorado
|
$10.5K
|
+$10.5K
|
+200
|
New
|
|
|
116
|
AssetMark Inc
Concord,
California
|
$9.53K
|
+$9.54K
|
+182
|
New
|
|
|
117
|
BOK Financial Private Wealth
Denver,
Colorado
|
$5.04K
|
+$5.03K
|
+96
|
New
|
|
|
118
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$5K
|
+$52
|
+1
|
+1%
|
|
|
119
|
Oakworth Capital
Birmingham,
Alabama
|
$4.45K
|
–
|
–
|
–
|
|
|
120
|
Elevated Capital Advisors
Sandy,
Utah
|
$3.25K
|
+$3.25K
|
+62
|
New
|
|
|
121
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$2.67K
|
–
|
–
|
–
|
|
|
122
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$1.73K
|
+$1.73K
|
+33
|
New
|
|
|
123
|
Navalign LLC
Encino,
California
|
$1.31K
|
+$1.31K
|
+25
|
New
|
|
|
124
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.2K
|
–
|
–
|
–
|
|
|
125
|
|
–
|
-$3.42M
|
-65,130
|
Closed
|
|
