|
26
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$135K
|
–
|
–
|
–
|
|
|
27
|
WealthPLAN Partners
Omaha,
Nebraska
|
$135K
|
+$118K
|
+13,398
|
New
|
|
|
28
|
Mercer Global Advisors
Denver,
Colorado
|
$132K
|
–
|
–
|
–
|
|
|
29
|
Wedbush Securities
Los Angeles,
California
|
$123K
|
+$440
|
+50
|
+0.4%
|
|
|
30
|
Verus Capital Partners
Scottsdale,
Arizona
|
$110K
|
-$10.1K
|
-1,148
|
-8%
|
|
|
31
|
D.A. Davidson & Co
Great Falls,
Montana
|
$103K
|
–
|
–
|
–
|
|
|
32
|
EWG Elevate
Roseville,
California
|
$100K
|
–
|
–
|
–
|
|
|
33
|
Cantor Fitzgerald
New York
|
$98K
|
–
|
–
|
–
|
|
|
34
|
Osaic Holdings
Scottsdale,
Arizona
|
$94K
|
+$132
|
+15
|
+0.1%
|
|
|
35
|
Wolverine Asset Management
Chicago,
Illinois
|
$70.5K
|
+$8.43K
|
+958
|
+13%
|
|
|
36
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$35K
|
-$4.4K
|
-500
|
-11%
|
|
|
37
|
UBS Group
Zurich,
Switzerland
|
$24.7K
|
-$28.2K
|
-3,207
|
-53%
|
|
|
38
|
|
$23.6K
|
+$16.8K
|
+1,909
|
+239%
|
|
|
39
|
Global Retirement Partners
San Rafael,
California
|
$11.7K
|
–
|
–
|
–
|
|
|
40
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$8.71K
|
–
|
–
|
–
|
|
|
41
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.49K
|
–
|
–
|
–
|
|
|
42
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$7.13K
|
+$7.2K
|
+819
|
New
|
|
|
43
|
Avion Wealth
The Woodlands,
Texas
|
$4K
|
–
|
–
|
–
|
|
|
44
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
–
|
–
|
–
|
|
|
45
|
Cetera Advisors
Denver,
Colorado
|
–
|
-$115K
|
-12,877
|
Closed
|
|
|
46
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$13K
|
-1,500
|
Closed
|
|
|
47
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$7K
|
-790
|
Closed
|
|
