|
101
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$38K
|
–
|
–
|
–
|
|
|
102
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$33K
|
–
|
–
|
–
|
|
|
103
|
Tradewinds Capital Management
Bellingham,
Washington
|
$32K
|
-$3.99M
|
-30,449
|
-99%
|
|
|
104
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$31K
|
–
|
–
|
–
|
|
|
105
|
Ballast Advisors
Woodbury,
Minnesota
|
$25K
|
–
|
–
|
–
|
|
|
106
|
Wealth Quarterback
Toms River,
New Jersey
|
$23K
|
+$22.3K
|
+170
|
New
|
|
|
107
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$22K
|
–
|
–
|
–
|
|
|
108
|
American Portfolios Advisors
Holbrook,
New York
|
$20.3K
|
+$524
|
+4
|
+3%
|
|
|
109
|
Anchor Investment Management
Columbia,
South Carolina
|
$19.9K
|
–
|
–
|
–
|
|
|
110
|
Tradition Wealth Management
Edina,
Minnesota
|
$17K
|
–
|
–
|
–
|
|
|
111
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$16K
|
+$15.3K
|
+117
|
New
|
|
|
112
|
Advisory Services Network
Atlanta,
Georgia
|
$15K
|
+$14.5K
|
+111
|
New
|
|
|
113
|
Leelyn Smith
Geneva,
Illinois
|
$10K
|
-$393
|
-3
|
-4%
|
|
|
114
|
PrairieView Partners
St. Paul,
Minnesota
|
$10K
|
–
|
–
|
–
|
|
|
115
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$10K
|
+$2.49K
|
+19
|
+38%
|
|
|
116
|
Parallel Advisors
San Francisco,
California
|
$9K
|
+$8.51K
|
+65
|
New
|
|
|
117
|
Liberty Wealth Management
Oakland,
California
|
$8K
|
+$7.72K
|
+59
|
New
|
|
|
118
|
William Blair & Company
Chicago,
Illinois
|
$7K
|
-$3.27K
|
-25
|
-33%
|
|
|
119
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$6K
|
–
|
–
|
–
|
|
|
120
|
Meeder Asset Management
Dublin,
Ohio
|
$5K
|
-$131
|
-1
|
-2%
|
|
|
121
|
Country Trust Bank
Bloomington,
Illinois
|
$4K
|
+$4.19K
|
+32
|
New
|
|
|
122
|
HoyleCohen
San Diego,
California
|
$2.99K
|
+$204K
|
+1,556
|
+7%
|
|
|
123
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$2K
|
–
|
–
|
–
|
|
|
124
|
SignatureFD
Atlanta,
Georgia
|
$2K
|
+$393
|
+3
|
+27%
|
|
|
125
|
|
–
|
-$15.4M
|
-118,093
|
Closed
|
|
