|
51
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$328K
|
–
|
–
|
–
|
|
|
52
|
|
$244K
|
+$86
|
+3
|
+0%
|
|
|
53
|
Creative Financial Designs
Kokomo,
Indiana
|
$240K
|
-$81.5K
|
-2,834
|
-25%
|
|
|
54
|
Ameriprise
Minneapolis,
Minnesota
|
$228K
|
+$236K
|
+8,196
|
New
|
|
|
55
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$208K
|
-$57.1K
|
-1,987
|
-21%
|
|
|
56
|
Two Sigma Securities
New York
|
$206K
|
+$213K
|
+7,421
|
New
|
|
|
57
|
Impact Partnership Wealth
Marietta,
Georgia
|
$169K
|
-$4.57K
|
-159
|
-3%
|
|
|
58
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$106K
|
+$109K
|
+3,807
|
New
|
|
|
59
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$51K
|
-$3.65K
|
-127
|
-7%
|
|
|
60
|
Harbour Investments
Madison,
Wisconsin
|
$43K
|
+$44.5K
|
+1,546
|
New
|
|
|
61
|
Ancora Advisors
Cleveland,
Ohio
|
$40.3K
|
–
|
–
|
–
|
|
|
62
|
UBS Group
Zurich,
Switzerland
|
$34.9K
|
+$36.1K
|
+1,254
|
New
|
|
|
63
|
Versant Capital Management
Phoenix,
Arizona
|
$33.6K
|
–
|
–
|
–
|
|
|
64
|
Allworth Financial
Folsom,
California
|
$13.9K
|
–
|
–
|
–
|
|
|
65
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$8.7K
|
–
|
–
|
–
|
|
|
66
|
Creekmur Asset Management
Morton,
Illinois
|
$6.34K
|
+$6.55K
|
+228
|
New
|
|
|
67
|
Farther Finance Advisors
San Francisco,
California
|
$4.92K
|
+$29
|
+1
|
+0.6%
|
|
|
68
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.01K
|
+$4.14K
|
+144
|
New
|
|
|
69
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$779
|
–
|
–
|
–
|
|
|
70
|
Fidelity Investments
Boston,
Massachusetts
|
$56
|
+$29
|
+1
|
+100%
|
|
|
71
|
Wells Fargo
San Francisco,
California
|
$26
|
+$29
|
+1
|
New
|
|
|
72
|
Financial Services Advisory
Rockville,
Maryland
|
–
|
-$4.21M
|
-141,682
|
Closed
|
|
|
73
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
–
|
-$391K
|
-13,168
|
Closed
|
|
|
74
|
Wolff Wiese Magana
Carslbad,
California
|
–
|
-$229K
|
-7,724
|
Closed
|
|
|
75
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
–
|
-$224K
|
-7,556
|
Closed
|
|
