|
26
|
Meridian Wealth Management
Lexington,
Kentucky
|
$237K
|
+$215K
|
+5,107
|
New
|
|
|
27
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$228K
|
+$207K
|
+4,919
|
New
|
|
|
28
|
Silverleafe Capital Partners
Germantown,
Tennessee
|
$227K
|
+$206K
|
+4,892
|
New
|
|
|
29
|
Bank of America
Charlotte,
North Carolina
|
$120K
|
+$109K
|
+2,596
|
New
|
|
|
30
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$84K
|
+$11.6K
|
+276
|
+18%
|
|
|
31
|
Larson Financial Group
St Louis,
Missouri
|
$74.5K
|
+$337
|
+8
|
+0.5%
|
|
|
32
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$64.9K
|
–
|
–
|
–
|
|
|
33
|
North Capital
Salt Lake City,
Utah
|
$58K
|
+$52.8K
|
+1,251
|
New
|
|
|
34
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$52K
|
+$47.1K
|
+1,117
|
New
|
|
|
35
|
Geneos Wealth Management
Englewood,
Colorado
|
$39.2K
|
-$1.05K
|
-25
|
-3%
|
|
|
36
|
UBS Group
Zurich,
Switzerland
|
$38.6K
|
+$35K
|
+831
|
+41,550%
|
|
|
37
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$30.6K
|
-$33.7K
|
-800
|
-55%
|
|
|
38
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$18.5K
|
+$16.9K
|
+400
|
New
|
|
|
39
|
IFP Advisors
Tampa,
Florida
|
$18.5K
|
+$16.9K
|
+400
|
New
|
|
|
40
|
Financial Network Wealth Advisors
Murray,
Utah
|
$15.1K
|
–
|
–
|
–
|
|
|
41
|
Whittier Trust
South Pasadena,
California
|
$11.2K
|
–
|
–
|
–
|
|
|
42
|
|
$81
|
-$1.1K
|
-26
|
-96%
|
|
|
43
|
Wells Fargo
San Francisco,
California
|
$50
|
–
|
–
|
–
|
|
|
44
|
Huntington National Bank
Columbus,
Ohio
|
$46
|
–
|
–
|
–
|
|
|
45
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$12.2M
|
-322,764
|
Closed
|
|
|
46
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
–
|
-$9.48M
|
-251,694
|
Closed
|
|
|
47
|
Park Avenue Securities
New York
|
–
|
-$7.54M
|
-200,268
|
Closed
|
|
|
48
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$4.51M
|
-119,768
|
Closed
|
|
|
49
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$2.8M
|
-74,417
|
Closed
|
|
|
50
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$2.56M
|
-67,930
|
Closed
|
|
