|
51
|
Focused Wealth Management
Newburgh,
New York
|
$174K
|
–
|
–
|
–
|
|
|
52
|
Edge Wealth Management
New York
|
$149K
|
–
|
–
|
–
|
|
|
53
|
Avior Wealth Management
Omaha,
Nebraska
|
$96K
|
+$96.3K
|
+4,653
|
New
|
|
|
54
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$87K
|
+$86.9K
|
+4,202
|
New
|
|
|
55
|
|
$86K
|
–
|
–
|
–
|
|
|
56
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$58K
|
+$57.9K
|
+2,800
|
New
|
|
|
57
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$47K
|
–
|
–
|
–
|
|
|
58
|
IMA Advisory Services
Denver,
Colorado
|
$21K
|
–
|
–
|
–
|
|
|
59
|
RPG Investment Advisory
Pleasanton,
California
|
$21K
|
–
|
–
|
–
|
|
|
60
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$12K
|
–
|
–
|
–
|
|
|
61
|
Ironwood Financial
Tucson,
Arizona
|
$10K
|
–
|
–
|
–
|
|
|
62
|
Next Financial Group
Houston,
Texas
|
$9K
|
+$9.31K
|
+450
|
New
|
|
|
63
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$8K
|
+$7.82K
|
+378
|
New
|
|
|
64
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$7K
|
-$24K
|
-1,160
|
-77%
|
|
|
65
|
Valeo Financial Advisors
Carmel,
Indiana
|
$7K
|
+$6.58K
|
+318
|
New
|
|
|
66
|
CX Institutional
Auburn,
Indiana
|
$6K
|
–
|
–
|
–
|
|
|
67
|
Whittier Trust
South Pasadena,
California
|
$6K
|
–
|
–
|
–
|
|
|
68
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$5K
|
–
|
–
|
–
|
|
|
69
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
70
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$2K
|
–
|
–
|
–
|
|
|
71
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$836
|
+$827
|
+40
|
New
|
|
|
72
|
Kavar Capital Partners Group
Leawood,
Kansas
|
–
|
-$260K
|
-12,550
|
Closed
|
|
|
73
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$255K
|
-12,294
|
Closed
|
|
|
74
|
Winfield Associates
Cleveland,
Ohio
|
–
|
-$218K
|
-10,525
|
Closed
|
|
|
75
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
–
|
-$37K
|
-1,774
|
Closed
|
|
