|
51
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
$289K
|
+$287K
|
+13,913
|
New
|
|
|
52
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$272K
|
–
|
–
|
–
|
|
|
53
|
Centaurus Financial
Anaheim,
California
|
$268K
|
–
|
–
|
–
|
|
|
54
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$265K
|
-$33.8K
|
-1,639
|
-11%
|
|
|
55
|
Westside Investment Management
Santa Monica,
California
|
$238K
|
-$51.5K
|
-2,500
|
-18%
|
|
|
56
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$225K
|
+$223K
|
+10,813
|
New
|
|
|
57
|
&Partners
Nashville,
Tennessee
|
$218K
|
+$216K
|
+10,471
|
New
|
|
|
58
|
Silver Oak Securities
Jackson,
Tennessee
|
$211K
|
-$7.88K
|
-382
|
-4%
|
|
|
59
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$175K
|
+$6.99K
|
+339
|
+4%
|
|
|
60
|
Harbour Investments
Madison,
Wisconsin
|
$88.6K
|
–
|
–
|
–
|
|
|
61
|
Geneos Wealth Management
Englewood,
Colorado
|
$67.5K
|
–
|
–
|
–
|
|
|
62
|
Principal Securities
Des Moines,
Iowa
|
$50.3K
|
-$4.41K
|
-214
|
-8%
|
|
|
63
|
Joseph Group Capital Management
Columbus,
Ohio
|
$49.3K
|
-$10.4K
|
-504
|
-18%
|
|
|
64
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$36.7K
|
–
|
–
|
–
|
|
|
65
|
Fidelity Investments
Boston,
Massachusetts
|
$3.26K
|
–
|
–
|
–
|
|
|
66
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$2.15K
|
–
|
–
|
–
|
|
|
67
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$1.8M
|
-88,429
|
Closed
|
|
|
68
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.02M
|
-50,143
|
Closed
|
|
|
69
|
OneAscent Financial Services
Birmingham,
Alabama
|
–
|
-$568K
|
-27,879
|
Closed
|
|
|
70
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$403K
|
-19,784
|
Closed
|
|
|
71
|
Masso Torrence Wealth Management
Marlton,
New Jersey
|
–
|
-$267K
|
-13,095
|
Closed
|
|
|
72
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
–
|
-$241K
|
-11,810
|
Closed
|
|
|
73
|
Farther Finance Advisors
San Francisco,
California
|
–
|
-$2.8K
|
-138
|
Closed
|
|
