|
26
|
Level Four Advisory Services
Dallas,
Texas
|
$312K
|
–
|
–
|
–
|
|
|
27
|
Arax Advisory Partners
Denver,
Colorado
|
$287K
|
+$777
|
+36
|
+0.3%
|
|
|
28
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$256K
|
–
|
–
|
–
|
|
|
29
|
MML Investors Services
Springfield,
Massachusetts
|
$245K
|
+$240K
|
+11,095
|
New
|
|
|
30
|
Koshinski Asset Management
Decatur,
Illinois
|
$233K
|
-$180K
|
-8,327
|
-44%
|
|
|
31
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$135K
|
–
|
–
|
–
|
|
|
32
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$99.7K
|
–
|
–
|
–
|
|
|
33
|
Advisornet Financial
Minnetonka,
Minnesota
|
$90.2K
|
-$734
|
-34
|
-0.8%
|
|
|
34
|
Fidelity Investments
Boston,
Massachusetts
|
$68.8K
|
+$53K
|
+2,453
|
+372%
|
|
|
35
|
Steward Partners Investment Advisory
New York
|
$55.9K
|
–
|
–
|
–
|
|
|
36
|
Allworth Financial
Folsom,
California
|
$34.2K
|
+$33.4K
|
+1,545
|
New
|
|
|
37
|
|
$27.1K
|
–
|
–
|
–
|
|
|
38
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$24.2K
|
-$972
|
-45
|
-4%
|
|
|
39
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$17.8K
|
–
|
–
|
–
|
|
|
40
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$9.95K
|
-$13.9K
|
-646
|
-59%
|
|
|
41
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9K
|
–
|
–
|
–
|
|
|
42
|
Castleview Partners
Dallas,
Texas
|
$5.66K
|
–
|
–
|
–
|
|
|
43
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$4.14K
|
–
|
–
|
–
|
|
|
44
|
Avior Wealth Management
Omaha,
Nebraska
|
$3.98K
|
-$8.9K
|
-412
|
-70%
|
|
|
45
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$1.91K
|
–
|
–
|
–
|
|
|
46
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$1.57K
|
–
|
–
|
–
|
|
|
47
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
+$22
|
+1
|
New
|
|
|
48
|
NewEdge Advisors
New Orleans,
Louisiana
|
$221
|
–
|
–
|
–
|
|
|
49
|
Huntington National Bank
Columbus,
Ohio
|
$22
|
–
|
–
|
–
|
|
|
50
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
–
|
-$3.43M
|
-161,923
|
Closed
|
|
