|
26
|
Bridgeworth
Birmingham,
Alabama
|
$467K
|
+$360
|
+7
|
+0.1%
|
|
|
27
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$467K
|
+$422K
|
+8,221
|
New
|
|
|
28
|
Osaic Holdings
Scottsdale,
Arizona
|
$375K
|
+$224K
|
+4,355
|
+193%
|
|
|
29
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$374K
|
+$339K
|
+6,597
|
New
|
|
|
30
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$366K
|
–
|
–
|
–
|
|
|
31
|
Claro Advisors
Boston,
Massachusetts
|
$301K
|
-$12.6K
|
-245
|
-4%
|
|
|
32
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$279K
|
+$10.8K
|
+210
|
+4%
|
|
|
33
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$263K
|
-$84.8K
|
-1,651
|
-26%
|
|
|
34
|
Insight Wealth Strategies
San Ramon,
California
|
$263K
|
+$1.08K
|
+21
|
+0.5%
|
|
|
35
|
J.W. Cole Advisors
Tampa,
Florida
|
$258K
|
+$233K
|
+4,545
|
New
|
|
|
36
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$254K
|
+$229K
|
+4,466
|
New
|
|
|
37
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$229K
|
+$207K
|
+4,037
|
New
|
|
|
38
|
Firestone Capital Management
Coral Gables,
Florida
|
$227K
|
–
|
–
|
–
|
|
|
39
|
First Nebraska Trust
Lincoln,
Nebraska
|
$221K
|
+$200K
|
+3,886
|
New
|
|
|
40
|
|
$74K
|
–
|
–
|
–
|
|
|
41
|
Pathstone Family Office
Englewood,
New Jersey
|
$32K
|
–
|
–
|
–
|
|
|
42
|
Geneos Wealth Management
Englewood,
Colorado
|
$20K
|
+$16.9K
|
+330
|
New
|
|
|
43
|
Fidelity Investments
Boston,
Massachusetts
|
$6K
|
+$3.18K
|
+62
|
+132%
|
|
|
44
|
Whittier Trust
South Pasadena,
California
|
$2K
|
+$514
|
+10
|
+53%
|
|
|
45
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
–
|
-$9.68M
|
-216,223
|
Closed
|
|
|
46
|
Tower Research Capital (TRC)
New York
|
–
|
-$1.81M
|
-40,395
|
Closed
|
|
|
47
|
OneAscent Financial Services
Birmingham,
Alabama
|
–
|
-$288K
|
-6,424
|
Closed
|
|
