|
26
|
Elevation Capital Advisory
Bend,
Oregon
|
$282K
|
+$249K
|
+6,414
|
New
|
|
|
27
|
Mariner
Overland Park,
Kansas
|
$225K
|
+$198K
|
+5,118
|
New
|
|
|
28
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$223K
|
+$197K
|
+5,072
|
New
|
|
|
29
|
Geneos Wealth Management
Englewood,
Colorado
|
$144K
|
–
|
–
|
–
|
|
|
30
|
Centaurus Financial
Anaheim,
California
|
$103K
|
+$91.1K
|
+2,349
|
New
|
|
|
31
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$33.3K
|
+$29.4K
|
+758
|
New
|
|
|
32
|
Private Trust Company
Cleveland,
Ohio
|
$30.8K
|
–
|
–
|
–
|
|
|
33
|
BankPlus Trust Department
Jackson,
Mississippi
|
$25.1K
|
–
|
–
|
–
|
|
|
34
|
NewEdge Advisors
New Orleans,
Louisiana
|
$19.6K
|
–
|
–
|
–
|
|
|
35
|
NBC Securities
Birmingham,
Alabama
|
$8K
|
–
|
–
|
–
|
|
|
36
|
AE Wealth Management
Topeka,
Kansas
|
$7.39K
|
-$98K
|
-2,527
|
-94%
|
|
|
37
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6K
|
–
|
–
|
–
|
|
|
38
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.4K
|
–
|
–
|
–
|
|
|
39
|
AssetMark Inc
Concord,
California
|
$3.83K
|
+$3.37K
|
+87
|
New
|
|
|
40
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$1.28K
|
–
|
–
|
–
|
|
|
41
|
|
–
|
-$646K
|
-18,494
|
Closed
|
|
|
42
|
Harbour Investments
Madison,
Wisconsin
|
–
|
-$15.2K
|
-434
|
Closed
|
|
|
43
|
Farther Finance Advisors
San Francisco,
California
|
–
|
-$7.73K
|
-219
|
Closed
|
|
|
44
|
Principal Securities
Des Moines,
Iowa
|
–
|
-$1.52K
|
-38
|
Closed
|
|
