|
51
|
Olistico Wealth
Tulsa,
Oklahoma
|
$14.8K
|
–
|
–
|
–
|
|
|
52
|
Crews Bank & Trust
Wauchula,
Florida
|
$14.5K
|
+$14.5K
|
+1,000
|
New
|
|
|
53
|
LifeSteps Financial
Claremont,
California
|
$10.9K
|
+$10.9K
|
+750
|
New
|
|
|
54
|
IFG Advisory
Atlanta,
Georgia
|
$10.6K
|
+$10.6K
|
+731
|
New
|
|
|
55
|
Entrust Financial
Wayne,
Pennsylvania
|
$10.2K
|
+$10.2K
|
+700
|
New
|
|
|
56
|
Steward Partners Investment Advisory
New York
|
$7.83K
|
+$116
|
+8
|
+2%
|
|
|
57
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.27K
|
-$8.43K
|
-581
|
-54%
|
|
|
58
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$7.27K
|
–
|
–
|
–
|
|
|
59
|
Highline Wealth Partners
Sherman Oaks,
California
|
$7.27K
|
–
|
–
|
–
|
|
|
60
|
Institute for Wealth Management
Denver,
Colorado
|
$7.2K
|
+$7.18K
|
+495
|
New
|
|
|
61
|
Geneos Wealth Management
Englewood,
Colorado
|
$5.09K
|
–
|
–
|
–
|
|
|
62
|
Country Trust Bank
Bloomington,
Illinois
|
$2.91K
|
–
|
–
|
–
|
|
|
63
|
Caldwell Trust
Venice,
Florida
|
$2.84K
|
-$2.83K
|
-195
|
-50%
|
|
|
64
|
Allworth Financial
Folsom,
California
|
$2.62K
|
–
|
–
|
–
|
|
|
65
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$2.18K
|
–
|
–
|
–
|
|
|
66
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.03K
|
–
|
–
|
–
|
|
|
67
|
Farther Finance Advisors
San Francisco,
California
|
$132
|
–
|
–
|
–
|
|
|
68
|
AssetMark Inc
Concord,
California
|
$73
|
+$73
|
+5
|
New
|
|
|
69
|
IHT Wealth Management
Chicago,
Illinois
|
–
|
-$164K
|
-11,512
|
Closed
|
|
|
70
|
Larson Financial Group
St Louis,
Missouri
|
–
|
-$24.1K
|
-1,694
|
Closed
|
|
|
71
|
MAI Capital Management
Independence,
Ohio
|
–
|
-$9.7K
|
-680
|
Closed
|
|
|
72
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$1.64K
|
-115
|
Closed
|
|
