|
101
|
Financial Gravity Companies
Lakeway,
Texas
|
$58K
|
+$57.1K
|
+2,361
|
New
|
|
|
102
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$50K
|
+$31.3K
|
+1,294
|
+162%
|
|
|
103
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$47K
|
+$47K
|
+1,944
|
New
|
|
|
104
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$44K
|
-$69.8K
|
-2,887
|
-61%
|
|
|
105
|
|
$34K
|
–
|
–
|
–
|
|
|
106
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$25K
|
+$25.3K
|
+1,047
|
New
|
|
|
107
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$24K
|
-$3.34K
|
-138
|
-12%
|
|
|
108
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$23K
|
–
|
–
|
–
|
|
|
109
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$15K
|
+$15K
|
+620
|
New
|
|
|
110
|
Optimum Investment Advisors
Chicago,
Illinois
|
$11K
|
–
|
–
|
–
|
|
|
111
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$10K
|
–
|
–
|
–
|
|
|
112
|
|
$3K
|
+$121
|
+5
|
+4%
|
|
|
113
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$1K
|
–
|
–
|
–
|
|
|
114
|
|
–
|
-$6.15M
|
-252,757
|
Closed
|
|
|
115
|
Madison Investment Holdings
Madison,
Wisconsin
|
–
|
-$924K
|
-37,988
|
Closed
|
|
|
116
|
Lenox Wealth Management
Cincinnati,
Ohio
|
–
|
-$752K
|
-30,923
|
Closed
|
|
|
117
|
HM Payson & Co
Portland,
Maine
|
–
|
-$487K
|
-20,000
|
Closed
|
|
|
118
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
–
|
-$453K
|
-18,631
|
Closed
|
|
|
119
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
–
|
-$380K
|
-15,600
|
Closed
|
|
|
120
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
–
|
-$267K
|
-10,962
|
Closed
|
|
|
121
|
Ancora Advisors
Cleveland,
Ohio
|
–
|
-$243K
|
-10,000
|
Closed
|
|
|
122
|
Geneva Partners
Lake Geneva,
Wisconsin
|
–
|
-$229K
|
-9,406
|
Closed
|
|
