|
51
|
Geneos Wealth Management
Englewood,
Colorado
|
$259K
|
+$155K
|
+3,239
|
+147%
|
|
|
52
|
Private Advisor Group
Morristown,
New Jersey
|
$247K
|
+$13.1K
|
+275
|
+6%
|
|
|
53
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$243K
|
+$244K
|
+5,121
|
New
|
|
|
54
|
Secure Asset Management
Troy,
Michigan
|
$234K
|
-$1.67K
|
-35
|
-0.7%
|
|
|
55
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$230K
|
+$231K
|
+4,836
|
New
|
|
|
56
|
CreativeOne Wealth
Overland Park,
Kansas
|
$209K
|
+$210K
|
+4,404
|
New
|
|
|
57
|
Kestra Private Wealth Services
Austin,
Texas
|
$205K
|
+$205K
|
+4,304
|
New
|
|
|
58
|
CoreCap Advisors
Southfield,
Michigan
|
$159K
|
-$15.3K
|
-321
|
-9%
|
|
|
59
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$103K
|
+$2.96K
|
+62
|
+3%
|
|
|
60
|
Steward Partners Investment Advisory
New York
|
$100K
|
+$100K
|
+2,104
|
New
|
|
|
61
|
Anfield Capital Management
Irvine,
California
|
$63K
|
+$63.2K
|
+1,324
|
New
|
|
|
62
|
Realta Investment Advisors
Wilmington,
Delaware
|
$60.6K
|
-$14K
|
-294
|
-19%
|
|
|
63
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$59K
|
+$2.15K
|
+45
|
+4%
|
|
|
64
|
|
$30.8K
|
+$30.9K
|
+648
|
New
|
|
|
65
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$15.9K
|
–
|
–
|
–
|
|
|
66
|
Strategic Financial Concepts
San Antonio,
Texas
|
$11.7K
|
+$680K
|
+14,249
|
New
|
|
|
67
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$10K
|
–
|
–
|
–
|
|
|
68
|
Principal Securities
Des Moines,
Iowa
|
$9.51K
|
–
|
–
|
–
|
|
|
69
|
Penserra Capital Management
Orinda,
California
|
$8K
|
+$7.92K
|
+166
|
New
|
|
|
70
|
Caldwell Sutter Capital
Sausalito,
California
|
$2.38K
|
–
|
–
|
–
|
|
|
71
|
Wells Fargo
San Francisco,
California
|
$33
|
–
|
–
|
–
|
|
|
72
|
Lincoln National Corp
Radnor,
Pennsylvania
|
–
|
-$544K
|
-11,442
|
Closed
|
|
|
73
|
Global Assets Advisory
Orlando,
Florida
|
–
|
-$290K
|
-6,100
|
Closed
|
|
|
74
|
|
–
|
-$236K
|
-4,972
|
Closed
|
|
|
75
|
UBS Group
Zurich,
Switzerland
|
–
|
-$12.4K
|
-260
|
Closed
|
|
