|
26
|
Ramiah Investment Group
Brookfield,
Wisconsin
|
$242K
|
+$243K
|
+15,722
|
New
|
|
|
27
|
Clear Creek Financial Management
Silverdale,
Washington
|
$241K
|
–
|
–
|
–
|
|
|
28
|
Truist Financial
Charlotte,
North Carolina
|
$210K
|
+$210K
|
+13,602
|
New
|
|
|
29
|
Belpointe Asset Management
Reno,
Nevada
|
$193K
|
–
|
–
|
–
|
|
|
30
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$170K
|
–
|
–
|
–
|
|
|
31
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$121K
|
+$16.8K
|
+1,087
|
+16%
|
|
|
32
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$91K
|
–
|
–
|
–
|
|
|
33
|
Advisor Group
Phoenix,
Arizona
|
$63K
|
–
|
–
|
–
|
|
|
34
|
Steward Partners Investment Advisory
New York
|
$58K
|
+$108
|
+7
|
+0.2%
|
|
|
35
|
Rockefeller Capital Management
New York
|
$47K
|
+$47.4K
|
+3,066
|
New
|
|
|
36
|
Ranch Capital Advisors
Sarasota,
Florida
|
$41K
|
+$41K
|
+2,650
|
New
|
|
|
37
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$11K
|
–
|
–
|
–
|
|
|
38
|
Central Trust Company
Jefferson City,
Missouri
|
$8K
|
–
|
–
|
–
|
|
|
39
|
Geneos Wealth Management
Englewood,
Colorado
|
$8K
|
–
|
–
|
–
|
|
|
40
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$2K
|
–
|
–
|
–
|
|
|
41
|
FSA Wealth Management
Needham,
Massachusetts
|
$2K
|
+$1.79K
|
+116
|
New
|
|
|
42
|
Parametric Portfolio Associates
Seattle,
Washington
|
–
|
-$290K
|
-18,761
|
Closed
|
|
|
43
|
Highlander Capital Management
Short Hills,
New Jersey
|
–
|
-$46K
|
-3,000
|
Closed
|
|
|
44
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$39K
|
-2,700
|
Closed
|
|
|
45
|
Panagora Asset Management
Boston,
Massachusetts
|
–
|
-$7K
|
-427
|
Closed
|
|
