|
51
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$270K
|
-$6.07K
|
-313
|
-2%
|
|
|
52
|
|
$227K
|
–
|
–
|
–
|
|
|
53
|
Raymond James Trust
St. Petersburg,
Florida
|
$208K
|
+$213K
|
+10,979
|
New
|
|
|
54
|
Belpointe Asset Management
Reno,
Nevada
|
$202K
|
-$28.1K
|
-1,448
|
-12%
|
|
|
55
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$179K
|
–
|
–
|
–
|
|
|
56
|
Avior Wealth Management
Omaha,
Nebraska
|
$138K
|
+$141K
|
+7,277
|
New
|
|
|
57
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$138K
|
+$141K
|
+7,277
|
New
|
|
|
58
|
Rockefeller Capital Management
New York
|
$115K
|
-$427
|
-22
|
-0.4%
|
|
|
59
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$92K
|
–
|
–
|
–
|
|
|
60
|
Osaic Holdings
Scottsdale,
Arizona
|
$67K
|
+$51.7K
|
+2,663
|
+0.8%
|
|
|
61
|
Steward Partners Investment Advisory
New York
|
$47K
|
–
|
–
|
–
|
|
|
62
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$47K
|
+$33.7K
|
+1,738
|
+232%
|
|
|
63
|
Clearstead Advisors
Cleveland,
Ohio
|
$46K
|
–
|
–
|
–
|
|
|
64
|
Prospera Financial Services
Dallas,
Texas
|
$28K
|
+$28.1K
|
+1,450
|
New
|
|
|
65
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$24K
|
–
|
–
|
–
|
|
|
66
|
US Bancorp
Minneapolis,
Minnesota
|
$17K
|
+$17.8K
|
+915
|
New
|
|
|
67
|
Global Retirement Partners
San Rafael,
California
|
$15K
|
+$17K
|
+876
|
New
|
|
|
68
|
Geneos Wealth Management
Englewood,
Colorado
|
$5K
|
+$5.36K
|
+276
|
New
|
|
|
69
|
IFP Advisors
Tampa,
Florida
|
$1K
|
-$26.7K
|
-1,374
|
-99%
|
|
|
70
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
–
|
-$20.7M
|
-1,021,885
|
Closed
|
|
|
71
|
Advisor Resource Council
Dallas,
Texas
|
–
|
-$287K
|
-14,128
|
Closed
|
|
|
72
|
West Bancorporation
West Des Moines,
Iowa
|
–
|
-$276K
|
-13,588
|
Closed
|
|
|
73
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
–
|
-$181K
|
-8,926
|
Closed
|
|
|
74
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$21K
|
-1,015
|
Closed
|
|
|
75
|
Arax Advisory Partners
Denver,
Colorado
|
–
|
-$11K
|
-563
|
Closed
|
|
