|
26
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17K
|
–
|
–
|
–
|
|
|
27
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$14.2K
|
–
|
–
|
–
|
|
|
28
|
Asset Dedication LLC
San Francisco,
California
|
$10.7K
|
–
|
–
|
–
|
|
|
29
|
Motiv8 Investments
Port St. Lucie,
Florida
|
$6K
|
+$5.72K
|
+128
|
New
|
|
|
30
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$4.38K
|
-$1.02M
|
-22,900
|
-100%
|
|
|
31
|
Nalls Sherbakoff Group
Knoxville,
Tennessee
|
$4.38K
|
–
|
–
|
–
|
|
|
32
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$4.38K
|
–
|
–
|
–
|
|
|
33
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.99K
|
–
|
–
|
–
|
|
|
34
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$2.8K
|
–
|
–
|
–
|
|
|
35
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$2.01K
|
+$2.01K
|
+45
|
New
|
|
|
36
|
Tradewinds Capital Management
Bellingham,
Washington
|
$1.1K
|
–
|
–
|
–
|
|
|
37
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$876
|
–
|
–
|
–
|
|
|
38
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$658
|
–
|
–
|
–
|
|
|
39
|
Strive Financial Group
Carmel,
Indiana
|
$175
|
+$179
|
+4
|
New
|
|
|
40
|
|
–
|
-$2.82M
|
-62,398
|
Closed
|
|
|
41
|
|
–
|
-$785K
|
-17,361
|
Closed
|
|
|
42
|
Neuberger Berman Group
New York
|
–
|
-$466K
|
-10,296
|
Closed
|
|
|
43
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
–
|
-$316K
|
-6,934
|
Closed
|
|
|
44
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$201K
|
-4,439
|
Closed
|
|
|
45
|
Abound Wealth Management
Franklin,
Tennessee
|
–
|
-$29K
|
-641
|
Closed
|
|
|
46
|
Comerica Bank
Dallas,
Texas
|
–
|
-$3.35K
|
-74
|
Closed
|
|
