|
101
|
US Bancorp
Minneapolis,
Minnesota
|
$63K
|
–
|
–
|
–
|
|
|
102
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$55K
|
-$4.92M
|
-119,904
|
-99%
|
|
|
103
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$55K
|
-$19.7K
|
-480
|
-26%
|
|
|
104
|
Creative Financial Designs
Kokomo,
Indiana
|
$42K
|
+$328
|
+8
|
+0.8%
|
|
|
105
|
Cribstone Capital Management
Augusta,
Maine
|
$41K
|
–
|
–
|
–
|
|
|
106
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$41K
|
–
|
–
|
–
|
|
|
107
|
Gemmer Asset Management
Walnut Creek,
California
|
$39K
|
–
|
–
|
–
|
|
|
108
|
Next Financial Group
Houston,
Texas
|
$31K
|
-$99.6K
|
-2,428
|
-76%
|
|
|
109
|
Nelson Capital Management
Menlo Park,
California
|
$31K
|
–
|
–
|
–
|
|
|
110
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$28K
|
–
|
–
|
–
|
|
|
111
|
IHT Wealth Management
Chicago,
Illinois
|
$23K
|
–
|
–
|
–
|
|
|
112
|
Blue Granite Capital
Charleston,
South Carolina
|
$21K
|
-$4.1K
|
-100
|
-17%
|
|
|
113
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$18K
|
-$3.05M
|
-74,428
|
-99%
|
|
|
114
|
Steward Partners Investment Advisory
New York
|
$17K
|
–
|
–
|
–
|
|
|
115
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$16K
|
–
|
–
|
–
|
|
|
116
|
Valeo Financial Advisors
Carmel,
Indiana
|
$15K
|
+$15.4K
|
+376
|
New
|
|
|
117
|
AssetMark Inc
Concord,
California
|
$12K
|
-$95.1M
|
-2,317,368
|
-100%
|
|
|
118
|
Central Bank & Trust
Lexington,
Kentucky
|
$11K
|
-$43.7K
|
-1,064
|
-80%
|
|
|
119
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$11K
|
–
|
–
|
–
|
|
|
120
|
Ironwood Financial
Tucson,
Arizona
|
$8K
|
–
|
–
|
–
|
|
|
121
|
Global Retirement Partners
San Rafael,
California
|
$7K
|
–
|
–
|
–
|
|
|
122
|
Pflug Koory
Omaha,
Nebraska
|
$6K
|
–
|
–
|
–
|
|
|
123
|
SEI Investments
Oaks,
Pennsylvania
|
$6K
|
+$5.75K
|
+140
|
New
|
|
|
124
|
|
$1K
|
–
|
–
|
–
|
|
|
125
|
Grimes & Company
Westborough,
Massachusetts
|
–
|
-$12.6M
|
-306,416
|
Closed
|
|
