|
26
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$262K
|
-$273K
|
-82,750
|
-50%
|
|
|
27
|
Oppenheimer & Co
New York
|
$241K
|
-$52.2K
|
-15,830
|
-17%
|
|
|
28
|
Atria Wealth Solutions
New York
|
$211K
|
+$222K
|
+67,119
|
New
|
|
|
29
|
Greytown Advisors
Miami,
Florida
|
$180K
|
–
|
–
|
–
|
|
|
30
|
Optimum Investment Advisors
Chicago,
Illinois
|
$170K
|
–
|
–
|
–
|
|
|
31
|
Smith, Moore & Co
Clayton,
Missouri
|
$165K
|
–
|
–
|
–
|
|
|
32
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$155K
|
+$5.42K
|
+1,642
|
+3%
|
|
|
33
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$153K
|
+$50
|
+15
|
+0%
|
|
|
34
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$146K
|
–
|
–
|
–
|
|
|
35
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$139K
|
–
|
–
|
–
|
|
|
36
|
Wells Fargo
San Francisco,
California
|
$136K
|
-$3.27K
|
-990
|
-2%
|
|
|
37
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$136K
|
+$4.95K
|
+1,500
|
+4%
|
|
|
38
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$133K
|
-$4.37K
|
-1,325
|
-3%
|
|
|
39
|
Karpus Investment Management
Pittsford,
New York
|
$115K
|
+$120K
|
+36,456
|
New
|
|
|
40
|
Raymond James & Associates
St Petersburg,
Florida
|
$114K
|
+$49.7K
|
+15,073
|
+72%
|
|
|
41
|
AssetMark Inc
Concord,
California
|
$109K
|
–
|
–
|
–
|
|
|
42
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$92K
|
–
|
–
|
–
|
|
|
43
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$92K
|
+$24.2K
|
+7,318
|
+33%
|
|
|
44
|
LPL Financial
San Diego,
California
|
$92K
|
+$26.1K
|
+7,905
|
+37%
|
|
|
45
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$78K
|
–
|
–
|
–
|
|
|
46
|
|
$62K
|
+$65K
|
+19,692
|
New
|
|
|
47
|
Raymond James Trust
St. Petersburg,
Florida
|
$59K
|
–
|
–
|
–
|
|
|
48
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$58K
|
–
|
–
|
–
|
|
|
49
|
Davenport & Co
Richmond,
Virginia
|
$52K
|
–
|
–
|
–
|
|
|
50
|
Park Avenue Securities
New York
|
$52K
|
+$8.05K
|
+2,438
|
+17%
|
|
