|
26
|
Lodestone Wealth Management
Spokane,
Washington
|
$292K
|
+$21.3K
|
+538
|
+8%
|
|
|
27
|
Independent Financial Group
San Diego,
California
|
$286K
|
+$285K
|
+7,185
|
New
|
|
|
28
|
IFG Advisory
Atlanta,
Georgia
|
$281K
|
-$1.56M
|
-39,340
|
-85%
|
|
|
29
|
J.W. Cole Advisors
Tampa,
Florida
|
$271K
|
-$51K
|
-1,287
|
-16%
|
|
|
30
|
Goepper Burkhardt
Greenville,
South Carolina
|
$251K
|
+$2.85K
|
+72
|
+1%
|
|
|
31
|
Investmark Advisory Group
Shelton,
Connecticut
|
$241K
|
+$1.74K
|
+44
|
+0.7%
|
|
|
32
|
Moors & Cabot
Boston,
Massachusetts
|
$222K
|
+$221K
|
+5,574
|
New
|
|
|
33
|
CoreCap Advisors
Southfield,
Michigan
|
$123K
|
+$14.3K
|
+361
|
+13%
|
|
|
34
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$106K
|
+$238
|
+6
|
+0.2%
|
|
|
35
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$49K
|
+$48.3K
|
+1,218
|
New
|
|
|
36
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$40K
|
+$39.6K
|
+1,000
|
New
|
|
|
37
|
United Community Bank
Greenville,
South Carolina
|
$39.8K
|
–
|
–
|
–
|
|
|
38
|
UBS Group
Zurich,
Switzerland
|
$31K
|
+$30.9K
|
+779
|
New
|
|
|
39
|
Allworth Financial
Folsom,
California
|
$23.5K
|
–
|
–
|
–
|
|
|
40
|
Creative Financial Designs
Kokomo,
Indiana
|
$20.7K
|
-$55.3K
|
-1,394
|
-73%
|
|
|
41
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$18.7K
|
–
|
–
|
–
|
|
|
42
|
Harbour Investments
Madison,
Wisconsin
|
$15.5K
|
–
|
–
|
–
|
|
|
43
|
Fidelity Investments
Boston,
Massachusetts
|
$15.4K
|
-$159
|
-4
|
-1%
|
|
|
44
|
Steward Partners Investment Advisory
New York
|
$4.15K
|
+$40
|
+1
|
+1%
|
|
|
45
|
Spire Wealth Management
Mclean,
Virginia
|
$1.92K
|
+$1.27K
|
+32
|
+200%
|
|
|
46
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$823
|
+$40
|
+1
|
+5%
|
|
|
47
|
Wells Fargo
San Francisco,
California
|
$41
|
+$40
|
+1
|
New
|
|
|
48
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$2.84M
|
-69,724
|
Closed
|
|
|
49
|
OneAscent Financial Services
Birmingham,
Alabama
|
–
|
-$2.81M
|
-68,891
|
Closed
|
|
|
50
|
Financial Advocates Investment Management
Olympia,
Washington
|
–
|
-$1.04M
|
-25,467
|
Closed
|
|
