|
26
|
Truist Financial
Charlotte,
North Carolina
|
$272K
|
+$273K
|
+10,306
|
New
|
|
|
27
|
Farther Finance Advisors
San Francisco,
California
|
$263K
|
-$167K
|
-6,303
|
-39%
|
|
|
28
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$260K
|
+$262K
|
+9,870
|
New
|
|
|
29
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$223K
|
+$224K
|
+8,459
|
New
|
|
|
30
|
Summit Trail Advisors
New York
|
$210K
|
–
|
–
|
–
|
|
|
31
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$203K
|
+$201K
|
+7,600
|
New
|
|
|
32
|
Park Square Financial Group
Roswell,
Georgia
|
$121K
|
+$121K
|
+4,576
|
New
|
|
|
33
|
FLP Wealth Management
Bentonville,
Arkansas
|
$90.6K
|
+$91.2K
|
+3,440
|
New
|
|
|
34
|
Allworth Financial
Folsom,
California
|
$79.4K
|
-$16.7K
|
-630
|
-18%
|
|
|
35
|
|
$48.1K
|
+$48.4K
|
+1,827
|
New
|
|
|
36
|
NewEdge Advisors
New Orleans,
Louisiana
|
$15.8K
|
+$15.9K
|
+600
|
New
|
|
|
37
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$14.8K
|
–
|
–
|
–
|
|
|
38
|
Pineridge Advisors
St. Charles,
Missouri
|
$8.95K
|
+$8.98K
|
+339
|
New
|
|
|
39
|
|
$5.61K
|
+$5.64K
|
+213
|
New
|
|
|
40
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4K
|
–
|
–
|
–
|
|
|
41
|
Fidelity Investments
Boston,
Massachusetts
|
$1.24K
|
+$397
|
+15
|
+47%
|
|
|
42
|
Sterling Capital Management
Charlotte,
North Carolina
|
$606
|
+$609
|
+23
|
New
|
|
|
43
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$26
|
-$20K
|
-753
|
-100%
|
|
|
44
|
Wells Fargo
San Francisco,
California
|
$13
|
-$28.1K
|
-1,060
|
-100%
|
|
|
45
|
United Advisor Group
Cincinnati,
Ohio
|
–
|
-$775K
|
-29,420
|
Closed
|
|
|
46
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
–
|
-$561K
|
-21,271
|
Closed
|
|
|
47
|
|
–
|
-$414K
|
-15,714
|
Closed
|
|
|
48
|
NBC Securities
Birmingham,
Alabama
|
–
|
-$15K
|
-580
|
Closed
|
|
