|
26
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$122K
|
+$126K
|
+13,398
|
New
|
|
|
27
|
Cetera Advisors
Denver,
Colorado
|
$115K
|
–
|
–
|
–
|
|
|
28
|
D.A. Davidson & Co
Great Falls,
Montana
|
$105K
|
–
|
–
|
–
|
|
|
29
|
EWG Elevate
Roseville,
California
|
$102K
|
–
|
–
|
–
|
|
|
30
|
Cantor Fitzgerald
New York
|
$100K
|
+$105K
|
+11,195
|
New
|
|
|
31
|
Osaic Holdings
Scottsdale,
Arizona
|
$96K
|
-$22.7K
|
-2,410
|
-18%
|
|
|
32
|
LPL Financial
San Diego,
California
|
$94K
|
+$99K
|
+10,519
|
New
|
|
|
33
|
Wolverine Asset Management
Chicago,
Illinois
|
$63K
|
+$67.2K
|
+7,140
|
New
|
|
|
34
|
UBS Group
Zurich,
Switzerland
|
$54K
|
+$44.7K
|
+4,752
|
+367%
|
|
|
35
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$40K
|
–
|
–
|
–
|
|
|
36
|
Bank of America
Charlotte,
North Carolina
|
$13K
|
–
|
–
|
–
|
|
|
37
|
Global Retirement Partners
San Rafael,
California
|
$11K
|
–
|
–
|
–
|
|
|
38
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$9K
|
–
|
–
|
–
|
|
|
39
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8K
|
–
|
–
|
–
|
|
|
40
|
|
$7K
|
–
|
–
|
–
|
|
|
41
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7K
|
–
|
–
|
–
|
|
|
42
|
Avion Wealth
The Woodlands,
Texas
|
$4K
|
–
|
–
|
–
|
|
|
43
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
–
|
–
|
–
|
|
|
44
|
Advisor Resource Council
Dallas,
Texas
|
–
|
-$101K
|
-10,751
|
Closed
|
|
|
45
|
Truist Financial
Charlotte,
North Carolina
|
–
|
-$94K
|
-10,062
|
Closed
|
|
|
46
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
–
|
-$65K
|
-7,000
|
Closed
|
|
|
47
|
Rockefeller Capital Management
New York
|
–
|
-$1.72K
|
-183
|
Closed
|
|
