|
51
|
V Wealth Advisors
Overland Park,
Kansas
|
$28K
|
+$26.5K
|
+1,600
|
New
|
|
|
52
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$26K
|
–
|
–
|
–
|
|
|
53
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$24K
|
–
|
–
|
–
|
|
|
54
|
Geneos Wealth Management
Englewood,
Colorado
|
$22K
|
–
|
–
|
–
|
|
|
55
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$21K
|
–
|
–
|
–
|
|
|
56
|
D.A. Davidson & Co
Great Falls,
Montana
|
$21K
|
+$20.9K
|
+1,260
|
New
|
|
|
57
|
Tradewinds Capital Management
Bellingham,
Washington
|
$19K
|
+$18.2K
|
+1,100
|
New
|
|
|
58
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$18K
|
–
|
–
|
–
|
|
|
59
|
Steward Partners Investment Advisory
New York
|
$18K
|
+$66
|
+4
|
+0.4%
|
|
|
60
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$13K
|
+$12.4K
|
+750
|
New
|
|
|
61
|
Edge Advisors
Atlanta,
Georgia
|
$12K
|
–
|
–
|
–
|
|
|
62
|
US Bancorp
Minneapolis,
Minnesota
|
$9K
|
–
|
–
|
–
|
|
|
63
|
Alexandria Capital
Arlington,
Virginia
|
$8K
|
+$149
|
+9
|
+2%
|
|
|
64
|
Advisory Services Network
Atlanta,
Georgia
|
$7K
|
–
|
–
|
–
|
|
|
65
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$6.4K
|
–
|
–
|
–
|
|
|
66
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$5K
|
+$4.95K
|
+299
|
New
|
|
|
67
|
Bartlett & Co
Cincinnati,
Ohio
|
$4K
|
–
|
–
|
–
|
|
|
68
|
|
$4K
|
–
|
–
|
–
|
|
|
69
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3K
|
–
|
–
|
–
|
|
|
70
|
IHT Wealth Management
Chicago,
Illinois
|
$2K
|
+$108K
|
+6,504
|
+192%
|
|
|
71
|
1832 Asset Management
Toronto,
Ontario, Canada
|
–
|
-$4.32M
|
-275,000
|
Closed
|
|
|
72
|
Karpus Investment Management
Pittsford,
New York
|
–
|
-$1.38M
|
-87,731
|
Closed
|
|
|
73
|
Formidable Asset Management
Cincinnati,
Ohio
|
–
|
-$697K
|
-41,200
|
Closed
|
|
|
74
|
Shaker Financial Services
Arlington,
Virginia
|
–
|
-$195K
|
-12,464
|
Closed
|
|
|
75
|
Concert Wealth Management
San Jose,
California
|
–
|
-$162K
|
-11,367
|
Closed
|
|
