|
51
|
Olistico Wealth
Tulsa,
Oklahoma
|
$14.7K
|
+$15.3K
|
+1,019
|
New
|
|
|
52
|
MAI Capital Management
Independence,
Ohio
|
$9.8K
|
–
|
–
|
–
|
|
|
53
|
Harbour Investments
Madison,
Wisconsin
|
$8.65K
|
–
|
–
|
–
|
|
|
54
|
Steward Partners Investment Advisory
New York
|
$7.55K
|
+$105
|
+7
|
+1%
|
|
|
55
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$7.21K
|
–
|
–
|
–
|
|
|
56
|
Highline Wealth Partners
Sherman Oaks,
California
|
$7.21K
|
–
|
–
|
–
|
|
|
57
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.21K
|
–
|
–
|
–
|
|
|
58
|
Caldwell Trust
Venice,
Florida
|
$5.62K
|
+$5.86K
|
+390
|
New
|
|
|
59
|
Geneos Wealth Management
Englewood,
Colorado
|
$5.04K
|
–
|
–
|
–
|
|
|
60
|
Asset Dedication LLC
San Francisco,
California
|
$4.32K
|
+$4.51K
|
+300
|
New
|
|
|
61
|
Country Trust Bank
Bloomington,
Illinois
|
$2.88K
|
–
|
–
|
–
|
|
|
62
|
Allworth Financial
Folsom,
California
|
$2.59K
|
-$10.8K
|
-720
|
-80%
|
|
|
63
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$2.16K
|
–
|
–
|
–
|
|
|
64
|
Farther Finance Advisors
San Francisco,
California
|
$125
|
+$15
|
+1
|
+13%
|
|
|
65
|
Albion Financial Group
Salt Lake City,
Utah
|
–
|
-$1.07M
|
-69,433
|
Closed
|
|
|
66
|
OneAscent Financial Services
Birmingham,
Alabama
|
–
|
-$197K
|
-12,750
|
Closed
|
|
|
67
|
Stratos Wealth Partners
Beachwood,
Ohio
|
–
|
-$159K
|
-10,317
|
Closed
|
|
|
68
|
US Bancorp
Minneapolis,
Minnesota
|
–
|
-$67.9K
|
-4,396
|
Closed
|
|
|
69
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
–
|
-$55.4K
|
-3,588
|
Closed
|
|
|
70
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
–
|
-$44.5K
|
-2,885
|
Closed
|
|
|
71
|
Central Trust Company
Jefferson City,
Missouri
|
–
|
-$23.2K
|
-1,500
|
Closed
|
|
|
72
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
-$15K
|
-1,000
|
Closed
|
|
|
73
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$3.47K
|
-225
|
Closed
|
|
