|
26
|
SFG Wealth Management
Towson,
Maryland
|
$577K
|
+$218K
|
+5,198
|
+66%
|
|
|
27
|
Bank of America
Charlotte,
North Carolina
|
$572K
|
+$340K
|
+8,107
|
+167%
|
|
|
28
|
International Assets Investment Management
Orlando,
Florida
|
$569K
|
–
|
–
|
–
|
|
|
29
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$569K
|
+$92.3K
|
+2,202
|
+21%
|
|
|
30
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$551K
|
–
|
–
|
–
|
|
|
31
|
Centurion Wealth Management
Mclean,
Virginia
|
$365K
|
-$880
|
-21
|
-0.3%
|
|
|
32
|
West Michigan Advisors
Holland,
Michigan
|
$353K
|
+$336K
|
+8,012
|
New
|
|
|
33
|
Rockefeller Capital Management
New York
|
$332K
|
+$316K
|
+7,534
|
New
|
|
|
34
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$274K
|
+$261K
|
+6,218
|
New
|
|
|
35
|
Worth Asset Management
Dallas,
Texas
|
$274K
|
-$461
|
-11
|
-0.2%
|
|
|
36
|
Principia Wealth Advisory
Dallas,
Texas
|
$263K
|
-$1.01K
|
-24
|
-0.4%
|
|
|
37
|
Farther Finance Advisors
San Francisco,
California
|
$249K
|
-$21.1K
|
-504
|
-8%
|
|
|
38
|
Harbour Investments
Madison,
Wisconsin
|
$248K
|
+$69.5K
|
+1,658
|
+42%
|
|
|
39
|
Comerica Bank
Dallas,
Texas
|
$140K
|
+$20.8K
|
+497
|
+19%
|
|
|
40
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$62.2K
|
+$59.1K
|
+1,411
|
New
|
|
|
41
|
SouthState Corp
Winter Haven,
Florida
|
$20.3K
|
+$19.3K
|
+461
|
New
|
|
|
42
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$3.75K
|
–
|
–
|
–
|
|
|
43
|
Regions Financial Corp
Birmingham,
Alabama
|
$21
|
+$2.47K
|
+59
|
+14%
|
|
|
44
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.55M
|
-38,230
|
Closed
|
|
|
45
|
|
–
|
-$610K
|
-15,083
|
Closed
|
|
