|
26
|
Summit Trail Advisors
New York
|
$204K
|
–
|
–
|
–
|
|
|
27
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$203K
|
–
|
–
|
–
|
|
|
28
|
Concurrent Investment Advisors
Tampa,
Florida
|
$201K
|
+$207K
|
+7,844
|
New
|
|
|
29
|
Osaic Holdings
Scottsdale,
Arizona
|
$193K
|
-$166K
|
-6,285
|
-45%
|
|
|
30
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$174K
|
+$175K
|
+6,653
|
+4,082%
|
|
|
31
|
Farther Finance Advisors
San Francisco,
California
|
$145K
|
-$115K
|
-4,345
|
-44%
|
|
|
32
|
Park Square Financial Group
Roswell,
Georgia
|
$117K
|
-$53
|
-2
|
-0%
|
|
|
33
|
Allworth Financial
Folsom,
California
|
$73.8K
|
–
|
–
|
–
|
|
|
34
|
|
$46.4K
|
-$316
|
-12
|
-0.7%
|
|
|
35
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$14.3K
|
–
|
–
|
–
|
|
|
36
|
NBC Securities
Birmingham,
Alabama
|
$14K
|
+$15.3K
|
+580
|
New
|
|
|
37
|
CoreCap Advisors
Southfield,
Michigan
|
$11.1K
|
+$11.4K
|
+432
|
New
|
|
|
38
|
Pineridge Advisors
St. Charles,
Missouri
|
$8.2K
|
-$475
|
-18
|
-5%
|
|
|
39
|
|
$5.45K
|
–
|
–
|
–
|
|
|
40
|
Fidelity Investments
Boston,
Massachusetts
|
$819
|
-$395
|
-15
|
-32%
|
|
|
41
|
Sterling Capital Management
Charlotte,
North Carolina
|
$588
|
–
|
–
|
–
|
|
|
42
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$23
|
–
|
–
|
–
|
|
|
43
|
Cary Street Partners
Richmond,
Virginia
|
–
|
-$29.9M
|
-1,136,112
|
Closed
|
|
|
44
|
Atria Wealth Solutions
New York
|
–
|
-$3.11M
|
-117,962
|
Closed
|
|
|
45
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$982K
|
-37,263
|
Closed
|
|
|
46
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
–
|
-$223K
|
-8,459
|
Closed
|
|
|
47
|
FLP Wealth Management
Bentonville,
Arkansas
|
–
|
-$90.6K
|
-3,440
|
Closed
|
|
|
48
|
NewEdge Advisors
New Orleans,
Louisiana
|
–
|
-$15.8K
|
-600
|
Closed
|
|
|
49
|
Wells Fargo
San Francisco,
California
|
–
|
-$13
|
-1
|
Closed
|
|
