|
76
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$50K
|
-$139K
|
-12,199
|
-75%
|
|
|
77
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$50K
|
+$34
|
+3
|
+0.1%
|
|
|
78
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$45K
|
+$21.7K
|
+1,900
|
+92%
|
|
|
79
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$42K
|
–
|
–
|
–
|
|
|
80
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$37K
|
–
|
–
|
–
|
|
|
81
|
Private Capital Group
West Hartford,
Connecticut
|
$35K
|
–
|
–
|
–
|
|
|
82
|
Simon Quick Advisors
Morristown,
New Jersey
|
$35K
|
+$34.2K
|
+3,000
|
New
|
|
|
83
|
SeaCrest Wealth Management
Purchase,
New York
|
$29K
|
-$12K
|
-1,055
|
-30%
|
|
|
84
|
Shamrock Asset Management
Dallas,
Texas
|
$28K
|
+$502
|
+44
|
+2%
|
|
|
85
|
Geneos Wealth Management
Englewood,
Colorado
|
$27K
|
-$18.8K
|
-1,650
|
-41%
|
|
|
86
|
North Star Investment Management
Chicago,
Illinois
|
$23K
|
–
|
–
|
–
|
|
|
87
|
Global Retirement Partners
San Rafael,
California
|
$18K
|
–
|
–
|
–
|
|
|
88
|
Avior Wealth Management
Omaha,
Nebraska
|
$17K
|
–
|
–
|
–
|
|
|
89
|
Regions Financial Corp
Birmingham,
Alabama
|
$17K
|
–
|
–
|
–
|
|
|
90
|
Advisory Services Network
Atlanta,
Georgia
|
$16K
|
–
|
–
|
–
|
|
|
91
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$14K
|
+$13.7K
|
+1,200
|
New
|
|
|
92
|
Cresset Asset Management
Chicago,
Illinois
|
$12K
|
+$217
|
+19
|
+2%
|
|
|
93
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$9K
|
+$171
|
+15
|
+2%
|
|
|
94
|
Gradient Investments
Arden Hills,
Minnesota
|
$7K
|
–
|
–
|
–
|
|
|
95
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$7K
|
–
|
–
|
–
|
|
|
96
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$4K
|
–
|
–
|
–
|
|
|
97
|
Parallel Advisors
San Francisco,
California
|
$3K
|
–
|
–
|
–
|
|
|
98
|
Weaver Consulting Group
Huntington Beach,
California
|
$2K
|
+$2.34K
|
+205
|
New
|
|
|
99
|
TCG Advisors
Austin,
Texas
|
$1K
|
+$1.23K
|
+108
|
New
|
|
|
100
|
Curi RMB Capital
Chicago,
Illinois
|
–
|
-$4.65M
|
-441,737
|
Closed
|
|
