|
26
|
International Assets Investment Management
Orlando,
Florida
|
$418K
|
+$123K
|
+5,150
|
+42%
|
|
|
27
|
Summit Asset Management
Memphis,
Tennessee
|
$407K
|
–
|
–
|
–
|
|
|
28
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$355K
|
-$35.7K
|
-1,500
|
-9%
|
|
|
29
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$324K
|
-$779K
|
-32,690
|
-71%
|
|
|
30
|
Prosperity Wealth Management
San Ramon,
California
|
$263K
|
+$5.24K
|
+220
|
+2%
|
|
|
31
|
Argent Trust Co
Nashville,
Tennessee
|
$258K
|
+$18.1K
|
+761
|
+8%
|
|
|
32
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$257K
|
+$257K
|
+10,800
|
New
|
|
|
33
|
Independent Financial Group
San Diego,
California
|
$256K
|
+$256K
|
+10,754
|
New
|
|
|
34
|
Camelot Portfolios
Maumee,
Ohio
|
$242K
|
+$76K
|
+3,188
|
+46%
|
|
|
35
|
Old Mission Capital
Chicago,
Illinois
|
$241K
|
-$1.09M
|
-45,591
|
-82%
|
|
|
36
|
Atria Wealth Solutions
New York
|
$230K
|
+$230K
|
+9,655
|
New
|
|
|
37
|
LPL Financial
San Diego,
California
|
$221K
|
+$221K
|
+9,273
|
New
|
|
|
38
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$215K
|
+$15.1K
|
+635
|
+8%
|
|
|
39
|
Kestra Advisory Services
Austin,
Texas
|
$215K
|
-$16K
|
-671
|
-7%
|
|
|
40
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$100K
|
–
|
–
|
–
|
|
|
41
|
|
$96.1K
|
+$35.2K
|
+1,476
|
+58%
|
|
|
42
|
Anfield Capital Management
Irvine,
California
|
$83.2K
|
+$20.9K
|
+875
|
+33%
|
|
|
43
|
Principal Securities
Des Moines,
Iowa
|
$73.2K
|
+$2.29K
|
+96
|
+3%
|
|
|
44
|
UBS Group
Zurich,
Switzerland
|
$44.5K
|
+$44.5K
|
+1,868
|
New
|
|
|
45
|
Harbour Investments
Madison,
Wisconsin
|
$16.5K
|
-$8.55K
|
-359
|
-34%
|
|
|
46
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.4K
|
+$4.41K
|
+185
|
New
|
|
|
47
|
Coppell Advisory Solutions
Coppell,
Texas
|
$2K
|
–
|
–
|
–
|
|
|
48
|
|
$45
|
-$24
|
-1
|
-50%
|
|
|
49
|
Fidelity Investments
Boston,
Massachusetts
|
$24
|
–
|
–
|
–
|
|
|
50
|
Wells Fargo
San Francisco,
California
|
$5
|
-$24
|
-1
|
Closed
|
|
