|
51
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$340K
|
+$109K
|
+3,340
|
+50%
|
|
|
52
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$288K
|
+$144K
|
+4,397
|
+107%
|
|
|
53
|
Pine Valley Investments
Marlton,
New Jersey
|
$263K
|
+$254K
|
+7,758
|
New
|
|
|
54
|
Raymond James Trust
St. Petersburg,
Florida
|
$262K
|
+$22.9K
|
+700
|
+10%
|
|
|
55
|
Truist Financial
Charlotte,
North Carolina
|
$257K
|
+$248K
|
+7,573
|
New
|
|
|
56
|
Atria Wealth Solutions
New York
|
$214K
|
+$207K
|
+6,325
|
New
|
|
|
57
|
Principal Securities
Des Moines,
Iowa
|
$214K
|
+$1.34K
|
+41
|
+0.7%
|
|
|
58
|
Harbour Investments
Madison,
Wisconsin
|
$80.7K
|
-$94.6K
|
-2,888
|
-55%
|
|
|
59
|
Steward Partners Investment Advisory
New York
|
$64.3K
|
+$62.1K
|
+1,897
|
New
|
|
|
60
|
Allworth Financial
Folsom,
California
|
$48.1K
|
+$46.4K
|
+1,417
|
New
|
|
|
61
|
Comerica Bank
Dallas,
Texas
|
$34.7K
|
+$9.07K
|
+277
|
+37%
|
|
|
62
|
Fidelity Investments
Boston,
Massachusetts
|
$18.3K
|
+$11.1K
|
+340
|
+170%
|
|
|
63
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$10.2K
|
–
|
–
|
–
|
|
|
64
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7K
|
–
|
–
|
–
|
|
|
65
|
UBS Group
Zurich,
Switzerland
|
$5.49K
|
+$5.3K
|
+162
|
New
|
|
|
66
|
Chilton Capital Management
Houston,
Texas
|
$2.1K
|
+$2.03K
|
+62
|
New
|
|
|
67
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$170
|
–
|
–
|
–
|
|
|
68
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
–
|
-$24M
|
-743,616
|
Closed
|
|
|
69
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
–
|
-$1.02M
|
-31,541
|
Closed
|
|
|
70
|
Marshall Wace
London,
United Kingdom
|
–
|
-$677K
|
-20,982
|
Closed
|
|
|
71
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$37.1K
|
-1,150
|
Closed
|
|
|
72
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
–
|
-$710
|
-22
|
Closed
|
|
