|
26
|
One Capital Management
Westlake Village,
California
|
$227K
|
+$291K
|
+10,290
|
New
|
|
|
27
|
Raymond James & Associates
St Petersburg,
Florida
|
$216K
|
+$23.8K
|
+840
|
+9%
|
|
|
28
|
Steward Partners Investment Advisory
New York
|
$208K
|
-$66.8K
|
-2,359
|
-20%
|
|
|
29
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$84K
|
+$9.26K
|
+327
|
+9%
|
|
|
30
|
AlphaCore Capital
La Jolla,
California
|
$57K
|
–
|
–
|
–
|
|
|
31
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$51K
|
–
|
–
|
–
|
|
|
32
|
Verus Capital Partners
Scottsdale,
Arizona
|
$28K
|
+$6K
|
+212
|
+20%
|
|
|
33
|
Synovus Financial
Columbus,
Georgia
|
$16K
|
–
|
–
|
–
|
|
|
34
|
Stratford Consulting
Addison,
Texas
|
$9K
|
-$45.7K
|
-1,615
|
-81%
|
|
|
35
|
Bartlett & Co
Cincinnati,
Ohio
|
$9K
|
+$11.3K
|
+400
|
New
|
|
|
36
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$8.82K
|
–
|
–
|
–
|
|
|
37
|
Global Retirement Partners
San Rafael,
California
|
$7K
|
–
|
–
|
–
|
|
|
38
|
Geneos Wealth Management
Englewood,
Colorado
|
$2K
|
–
|
–
|
–
|
|
|
39
|
First Command Bank
Fort Worth,
Texas
|
$1K
|
–
|
–
|
–
|
|
|
40
|
First Command Financial Services
Fort Worth,
Texas
|
$1K
|
–
|
–
|
–
|
|
|
41
|
Truist Financial
Charlotte,
North Carolina
|
–
|
-$345K
|
-11,015
|
Closed
|
|
|
42
|
Advisors Preferred
Rockville,
Maryland
|
–
|
-$134K
|
-4,277
|
Closed
|
|
|
43
|
Institute for Wealth Management
Denver,
Colorado
|
–
|
-$72K
|
-2,282
|
Closed
|
|
|
44
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
–
|
-$4K
|
-116
|
Closed
|
|
|
45
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$3K
|
-81
|
Closed
|
|
|
46
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
–
|
-$2K
|
-65
|
Closed
|
|
|
47
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$2K
|
-63
|
Closed
|
|
|
48
|
Procyon Advisors
Shelton,
Connecticut
|
–
|
+$28
|
+1
|
New
|
|
