|
101
|
Capital CS Group
Irvine,
California
|
$214K
|
+$215K
|
+13,472
|
New
|
|
|
102
|
IEQ Capital
Foster City,
California
|
$196K
|
+$197K
|
+12,353
|
New
|
|
|
103
|
Corient Private Wealth
Miami,
Florida
|
$188K
|
-$86.3K
|
-5,408
|
-31%
|
|
|
104
|
Clear Creek Financial Management
Silverdale,
Washington
|
$186K
|
-$1.47K
|
-92
|
-0.8%
|
|
|
105
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$184K
|
-$37.1K
|
-2,321
|
-17%
|
|
|
106
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$174K
|
–
|
–
|
–
|
|
|
107
|
Spire Wealth Management
Mclean,
Virginia
|
$171K
|
-$15.7K
|
-984
|
-8%
|
|
|
108
|
ORG Partners
Roanoke,
Indiana
|
$119K
|
+$120K
|
+7,497
|
New
|
|
|
109
|
Geneos Wealth Management
Englewood,
Colorado
|
$111K
|
-$29.6K
|
-1,855
|
-21%
|
|
|
110
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$90K
|
–
|
–
|
–
|
|
|
111
|
Global Retirement Partners
San Rafael,
California
|
$55.2K
|
-$41.5K
|
-2,598
|
-43%
|
|
|
112
|
Buck Wealth Strategies
Denver,
Colorado
|
$50.4K
|
–
|
–
|
–
|
|
|
113
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$33.5K
|
+$27.4K
|
+1,715
|
+434%
|
|
|
114
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$31.8K
|
–
|
–
|
–
|
|
|
115
|
|
$29K
|
-$47.9K
|
-3,001
|
-62%
|
|
|
116
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$28.9K
|
+$20K
|
+1,255
|
+224%
|
|
|
117
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$24K
|
+$798
|
+50
|
+3%
|
|
|
118
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$5K
|
+$5.03K
|
+315
|
New
|
|
|
119
|
Creative Financial Designs
Kokomo,
Indiana
|
$4.34K
|
+$144
|
+9
|
+3%
|
|
|
120
|
US Bancorp
Minneapolis,
Minnesota
|
$2.96K
|
–
|
–
|
–
|
|
|
121
|
Financial Perspectives
Minneapolis,
Minnesota
|
$557
|
–
|
–
|
–
|
|
|
122
|
|
$16
|
–
|
–
|
–
|
|
|
123
|
Huntington National Bank
Columbus,
Ohio
|
$16
|
–
|
–
|
–
|
|
|
124
|
Fidelity Investments
Boston,
Massachusetts
|
$16
|
+$16
|
+1
|
New
|
|
|
125
|
OneAscent Financial Services
Birmingham,
Alabama
|
–
|
-$2.44M
|
-150,964
|
Closed
|
|
