|
26
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$245K
|
+$24.9K
|
+1,765
|
+11%
|
|
|
27
|
Meixler Investment Management
Show Low,
Arizona
|
$203K
|
-$36K
|
-2,550
|
-14%
|
|
|
28
|
Meridian Wealth Management
Lexington,
Kentucky
|
$181K
|
–
|
–
|
–
|
|
|
29
|
Stifel Financial
St. Louis,
Missouri
|
$172K
|
+$182K
|
+12,921
|
New
|
|
|
30
|
XML Financial
Bethesda,
Maryland
|
$163K
|
–
|
–
|
–
|
|
|
31
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$148K
|
–
|
–
|
–
|
|
|
32
|
Belpointe Asset Management
Reno,
Nevada
|
$131K
|
-$35.1K
|
-2,484
|
-20%
|
|
|
33
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$100K
|
–
|
–
|
–
|
|
|
34
|
American Portfolios Advisors
Holbrook,
New York
|
$85.7K
|
+$1.2K
|
+85
|
+1%
|
|
|
35
|
Lindbrook Capital
Calabasas,
California
|
$67K
|
-$212
|
-15
|
-0.3%
|
|
|
36
|
Rockefeller Capital Management
New York
|
$53K
|
+$184
|
+13
|
+0.3%
|
|
|
37
|
Concord Wealth Partners
Abingdon,
Virginia
|
$49K
|
–
|
–
|
–
|
|
|
38
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$47K
|
–
|
–
|
–
|
|
|
39
|
IFP Advisors
Tampa,
Florida
|
$28K
|
+$28.2K
|
+2,000
|
New
|
|
|
40
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$16K
|
-$52.8K
|
-3,736
|
-75%
|
|
|
41
|
Geneos Wealth Management
Englewood,
Colorado
|
$14K
|
–
|
–
|
–
|
|
|
42
|
Central Trust Company
Jefferson City,
Missouri
|
$7K
|
–
|
–
|
–
|
|
|
43
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$7K
|
–
|
–
|
–
|
|
|
44
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$7K
|
–
|
–
|
–
|
|
|
45
|
Steward Partners Investment Advisory
New York
|
$7K
|
+$7.5K
|
+531
|
New
|
|
|
46
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$5K
|
–
|
–
|
–
|
|
|
47
|
Advisornet Financial
Minnetonka,
Minnesota
|
–
|
-$371K
|
-24,225
|
Closed
|
|
|
48
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
–
|
-$143K
|
-10,108
|
Closed
|
|
|
49
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
-$49K
|
-3,201
|
Closed
|
|
|
50
|
Addison Advisors
Middlebury,
Vermont
|
–
|
-$27K
|
-1,794
|
Closed
|
|
