|
51
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$299K
|
+$303K
|
+7,727
|
New
|
|
|
52
|
Envestnet Asset Management
Chicago,
Illinois
|
$297K
|
+$51.2K
|
+1,306
|
+21%
|
|
|
53
|
Mendel Money Management
Northbrook,
Illinois
|
$263K
|
+$19.1K
|
+488
|
+8%
|
|
|
54
|
Kestra Advisory Services
Austin,
Texas
|
$243K
|
+$246K
|
+6,267
|
New
|
|
|
55
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$222K
|
+$224K
|
+5,720
|
New
|
|
|
56
|
US Bancorp
Minneapolis,
Minnesota
|
$163K
|
+$165K
|
+4,200
|
New
|
|
|
57
|
IFP Advisors
Tampa,
Florida
|
$124K
|
-$49.4K
|
-1,260
|
-25%
|
|
|
58
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$101K
|
+$55K
|
+1,404
|
+116%
|
|
|
59
|
|
$72K
|
+$59.4K
|
+1,515
|
+424%
|
|
|
60
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$48.4K
|
–
|
–
|
–
|
|
|
61
|
Private Trust Company
Cleveland,
Ohio
|
$43K
|
-$10.4K
|
-266
|
-19%
|
|
|
62
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$26.1K
|
–
|
–
|
–
|
|
|
63
|
Fidelity Investments
Boston,
Massachusetts
|
$22.4K
|
-$314
|
-8
|
-1%
|
|
|
64
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$9.3K
|
+$9.41K
|
+240
|
New
|
|
|
65
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
+$2.27K
|
+58
|
New
|
|
|
66
|
Global Retirement Partners
San Rafael,
California
|
$1.24K
|
–
|
–
|
–
|
|
|
67
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$1K
|
–
|
–
|
–
|
|
|
68
|
Harbour Investments
Madison,
Wisconsin
|
$858
|
–
|
–
|
–
|
|
|
69
|
Wayfinding Financial
Lynnwood,
Washington
|
–
|
-$2.02M
|
-57,133
|
Closed
|
|
|
70
|
|
–
|
-$931K
|
-26,313
|
Closed
|
|
|
71
|
UBS Group
Zurich,
Switzerland
|
–
|
-$149K
|
-4,213
|
Closed
|
|
|
72
|
|
–
|
-$149K
|
-4,200
|
Closed
|
|
|
73
|
Stapp Wealth Management
Olympia,
Washington
|
–
|
-$6K
|
-175
|
Closed
|
|
|
74
|
Founders Financial Alliance
Raleigh,
North Carolina
|
–
|
-$3K
|
-75
|
Closed
|
|
|
75
|
|
–
|
-$2K
|
-46
|
Closed
|
|
