|
26
|
Marcum Wealth
Cleveland,
Ohio
|
$302K
|
+$314K
|
+20,000
|
New
|
|
|
27
|
Truist Financial
Charlotte,
North Carolina
|
$273K
|
+$51.3K
|
+3,265
|
+22%
|
|
|
28
|
Berger Financial Group
Plymouth,
Minnesota
|
$254K
|
–
|
–
|
–
|
|
|
29
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$247K
|
+$257K
|
+16,334
|
New
|
|
|
30
|
Osaic Holdings
Scottsdale,
Arizona
|
$242K
|
+$9.14K
|
+582
|
+4%
|
|
|
31
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$212K
|
–
|
–
|
–
|
|
|
32
|
AlphaCentric Advisors
San Juan,
Puerto Rico
|
$171K
|
+$15.7K
|
+1,000
|
+10%
|
|
|
33
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$151K
|
–
|
–
|
–
|
|
|
34
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$25K
|
–
|
–
|
–
|
|
|
35
|
FNY Investment Advisers
New York
|
$15K
|
-$205K
|
-13,076
|
-93%
|
|
|
36
|
Spire Wealth Management
Mclean,
Virginia
|
$13K
|
–
|
–
|
–
|
|
|
37
|
Tower Research Capital (TRC)
New York
|
$7K
|
+$7.38K
|
+470
|
New
|
|
|
38
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$2K
|
-$895
|
-57
|
-30%
|
|
|
39
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
–
|
-$518K
|
-33,574
|
Closed
|
|
|
40
|
Golden State Equity Partners
South Coast Metro,
California
|
–
|
-$517K
|
-33,480
|
Closed
|
|
|
41
|
Citadel Advisors
Miami,
Florida
|
–
|
-$327K
|
-21,162
|
Closed
|
|
|
42
|
|
–
|
-$205K
|
-13,255
|
Closed
|
|
|
43
|
Kestra Private Wealth Services
Austin,
Texas
|
–
|
-$170K
|
-11,035
|
Closed
|
|
|
44
|
|
–
|
-$46K
|
-3,000
|
Closed
|
|
|
45
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$16
|
+1
|
New
|
|
