|
26
|
Bank of America
Charlotte,
North Carolina
|
$287K
|
-$72.7K
|
-2,388
|
-21%
|
|
|
27
|
|
$285K
|
+$278K
|
+9,127
|
New
|
|
|
28
|
Geneos Wealth Management
Englewood,
Colorado
|
$138K
|
-$11.3K
|
-371
|
-8%
|
|
|
29
|
Private Trust Company
Cleveland,
Ohio
|
$91.9K
|
–
|
–
|
–
|
|
|
30
|
IFP Advisors
Tampa,
Florida
|
$36.5K
|
-$5.27M
|
-173,150
|
-99%
|
|
|
31
|
Aspire Private Capital
Cornelius,
North Carolina
|
$25.6K
|
+$1.74K
|
+57
|
+8%
|
|
|
32
|
Prostatis Group
Hanover,
Maryland
|
$20.7K
|
+$705K
|
+23,167
|
New
|
|
|
33
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$18.1K
|
–
|
–
|
–
|
|
|
34
|
Harbour Investments
Madison,
Wisconsin
|
$15.5K
|
–
|
–
|
–
|
|
|
35
|
Bogart Wealth LLC
Mclean,
Virginia
|
$9.48K
|
+$122
|
+4
|
+1%
|
|
|
36
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$8.87K
|
–
|
–
|
–
|
|
|
37
|
Steward Partners Investment Advisory
New York
|
$8.45K
|
–
|
–
|
–
|
|
|
38
|
Parallel Advisors
San Francisco,
California
|
$4.91K
|
–
|
–
|
–
|
|
|
39
|
AlphaCore Capital
La Jolla,
California
|
$2.31K
|
–
|
–
|
–
|
|
|
40
|
EPG Wealth Management
Atlanta,
Georgia
|
$2.1K
|
–
|
–
|
–
|
|
|
41
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$2K
|
–
|
–
|
–
|
|
|
42
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.41K
|
–
|
–
|
–
|
|
|
43
|
Allworth Financial
Folsom,
California
|
$29
|
+$30
|
+1
|
New
|
|
|
44
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
–
|
-$1.33M
|
-43,480
|
Closed
|
|
|
45
|
Truist Financial
Charlotte,
North Carolina
|
–
|
-$383K
|
-12,489
|
Closed
|
|
|
46
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$97.3K
|
-3,174
|
Closed
|
|
|
47
|
Spire Wealth Management
Mclean,
Virginia
|
–
|
-$2.8K
|
-91
|
Closed
|
|
