|
26
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$385K
|
-$58.9K
|
-2,479
|
-14%
|
|
|
27
|
Rockefeller Capital Management
New York
|
$368K
|
-$437K
|
-18,395
|
-55%
|
|
|
28
|
Creative Planning
Overland Park,
Kansas
|
$315K
|
-$464K
|
-19,531
|
-61%
|
|
|
29
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
$312K
|
+$269K
|
+11,295
|
New
|
|
|
30
|
Diligent Investors
Redlands,
California
|
$283K
|
-$14.3K
|
-600
|
-5%
|
|
|
31
|
Tidal Investments
Milwaukee,
Wisconsin
|
$251K
|
-$137K
|
-5,754
|
-36%
|
|
|
32
|
Cetera Advisor Networks
El Segundo,
California
|
$236K
|
-$97.8K
|
-4,112
|
-30%
|
|
|
33
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$214K
|
+$205K
|
+8,611
|
New
|
|
|
34
|
Geneos Wealth Management
Englewood,
Colorado
|
$99.4K
|
–
|
–
|
–
|
|
|
35
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$60.9K
|
–
|
–
|
–
|
|
|
36
|
Huntington National Bank
Columbus,
Ohio
|
$32.7K
|
–
|
–
|
–
|
|
|
37
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$24.3K
|
+$23.3K
|
+979
|
New
|
|
|
38
|
Advisornet Financial
Minnetonka,
Minnesota
|
$22.7K
|
-$5.56K
|
-234
|
-20%
|
|
|
39
|
Private Trust Company
Cleveland,
Ohio
|
$15K
|
–
|
–
|
–
|
|
|
40
|
Sittner & Nelson
Eugene,
Oregon
|
$10.5K
|
–
|
–
|
–
|
|
|
41
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$10K
|
–
|
–
|
–
|
|
|
42
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.84K
|
–
|
–
|
–
|
|
|
43
|
Private Advisor Group
Morristown,
New Jersey
|
$370
|
+$67.3K
|
+2,831
|
+23%
|
|
|
44
|
Wells Fargo
San Francisco,
California
|
$25
|
–
|
–
|
–
|
|
|
45
|
|
–
|
-$819K
|
-37,375
|
Closed
|
|
|
46
|
Leelyn Smith
Geneva,
Illinois
|
–
|
-$8K
|
-380
|
Closed
|
|
