|
26
|
Martin Capital Partners
Eugene,
Oregon
|
$202K
|
-$6.33K
|
-245
|
-3%
|
|
|
27
|
Bank of America
Charlotte,
North Carolina
|
$139K
|
+$63.9K
|
+2,472
|
+88%
|
|
|
28
|
Comerica Bank
Dallas,
Texas
|
$113K
|
–
|
–
|
–
|
|
|
29
|
Creative Financial Designs
Kokomo,
Indiana
|
$63.4K
|
-$156K
|
-6,048
|
-71%
|
|
|
30
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$53K
|
–
|
–
|
–
|
|
|
31
|
Montag & Associates
Atlanta,
Georgia
|
$44.5K
|
+$43.8K
|
+1,696
|
New
|
|
|
32
|
Wells Fargo
San Francisco,
California
|
$24.6K
|
–
|
–
|
–
|
|
|
33
|
Cardiff Park Advisors
Carlsbad,
California
|
$8.54K
|
–
|
–
|
–
|
|
|
34
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$4.44K
|
–
|
–
|
–
|
|
|
35
|
Caldwell Trust
Venice,
Florida
|
$3.28K
|
–
|
–
|
–
|
|
|
36
|
AssetMark Inc
Concord,
California
|
$2.6K
|
–
|
–
|
–
|
|
|
37
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.17K
|
+$26
|
+1
|
+1%
|
|
|
38
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$2.13K
|
+$2.09K
|
+81
|
New
|
|
|
39
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$710
|
–
|
–
|
–
|
|
|
40
|
Farther Finance Advisors
San Francisco,
California
|
$578
|
–
|
–
|
–
|
|
|
41
|
Huntington National Bank
Columbus,
Ohio
|
$53
|
–
|
–
|
–
|
|
|
42
|
Eastern Bank
Boston,
Massachusetts
|
$26
|
–
|
–
|
–
|
|
|
43
|
|
–
|
-$2.83M
|
-111,582
|
Closed
|
|
|
44
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
–
|
-$1.84M
|
-72,546
|
Closed
|
|
|
45
|
Arax Advisory Partners
Denver,
Colorado
|
–
|
-$494K
|
-19,490
|
Closed
|
|
|
46
|
WCM Investment Management
Laguna Beach,
California
|
–
|
-$114K
|
-4,496
|
Closed
|
|
|
47
|
LAM Group
Lake Oswego,
Oregon
|
–
|
-$4.81K
|
-190
|
Closed
|
|
|
48
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
–
|
-$76
|
-3
|
Closed
|
|
