|
26
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$566K
|
-$1.02M
|
-29,108
|
-65%
|
|
|
27
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$494K
|
+$163K
|
+4,644
|
+51%
|
|
|
28
|
Truist Financial
Charlotte,
North Carolina
|
$474K
|
–
|
–
|
–
|
|
|
29
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$454K
|
+$444K
|
+12,668
|
New
|
|
|
30
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$387K
|
+$946
|
+27
|
+0.3%
|
|
|
31
|
Austin Wealth Management
Austin,
Texas
|
$341K
|
+$75.3K
|
+2,150
|
+29%
|
|
|
32
|
Private Advisor Group
Morristown,
New Jersey
|
$340K
|
+$333K
|
+9,490
|
New
|
|
|
33
|
Hilltop Holdings
Dallas,
Texas
|
$304K
|
+$297K
|
+8,483
|
New
|
|
|
34
|
Symphony Financial Services
Akron,
Ohio
|
$275K
|
+$47.3K
|
+1,350
|
+18%
|
|
|
35
|
Atria Wealth Solutions
New York
|
$256K
|
+$33.9K
|
+968
|
+16%
|
|
|
36
|
Flow Traders U.S.
New York
|
$240K
|
+$234K
|
+6,691
|
New
|
|
|
37
|
BlackDiamond Wealth Management
New York
|
$224K
|
+$223K
|
+6,370
|
New
|
|
|
38
|
Global Retirement Partners
San Rafael,
California
|
$142K
|
+$139K
|
+3,956
|
New
|
|
|
39
|
Financial Network Wealth Advisors
Murray,
Utah
|
$129K
|
-$29.4K
|
-838
|
-19%
|
|
|
40
|
Private Trust Company
Cleveland,
Ohio
|
$107K
|
–
|
–
|
–
|
|
|
41
|
|
$59.2K
|
+$35
|
+1
|
+0.1%
|
|
|
42
|
Wells Fargo
San Francisco,
California
|
$50.1K
|
+$49K
|
+1,398
|
New
|
|
|
43
|
Steph & Co
Marinette,
Wisconsin
|
$15.9K
|
–
|
–
|
–
|
|
|
44
|
Reston Wealth Management
Reston,
Virginia
|
$6.11K
|
+$5.99K
|
+171
|
New
|
|
|
45
|
Coppell Advisory Solutions
Coppell,
Texas
|
$3.36K
|
+$631
|
+18
|
+24%
|
|
|
46
|
|
–
|
-$7.36M
|
-213,372
|
Closed
|
|
|
47
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$491K
|
-14,244
|
Closed
|
|
|
48
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$404K
|
-11,695
|
Closed
|
|
|
49
|
Creative Financial Designs
Kokomo,
Indiana
|
–
|
-$11.8K
|
-342
|
Closed
|
|
|
50
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$34
|
-1
|
Closed
|
|
