|
51
|
Creative Planning
Overland Park,
Kansas
|
$350K
|
–
|
–
|
–
|
|
|
52
|
XML Financial
Bethesda,
Maryland
|
$320K
|
-$36.4K
|
-2,150
|
-10%
|
|
|
53
|
Kestra Advisory Services
Austin,
Texas
|
$284K
|
-$21.9K
|
-1,297
|
-7%
|
|
|
54
|
Equitable Holdings
New York
|
$259K
|
-$108K
|
-6,363
|
-30%
|
|
|
55
|
Davenport & Co
Richmond,
Virginia
|
$252K
|
-$72.1K
|
-4,262
|
-22%
|
|
|
56
|
Whitney & Co
Rochester,
New York
|
$250K
|
–
|
–
|
–
|
|
|
57
|
Principal Financial Group
Des Moines,
Iowa
|
$235K
|
+$26K
|
+1,537
|
+13%
|
|
|
58
|
|
$205K
|
–
|
–
|
–
|
|
|
59
|
First Citizens Financial Corp
Mason City,
Iowa
|
$202K
|
+$199K
|
+11,788
|
New
|
|
|
60
|
Raymond James Trust
St. Petersburg,
Florida
|
$198K
|
+$196K
|
+11,580
|
New
|
|
|
61
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$162K
|
+$474
|
+28
|
+0.3%
|
|
|
62
|
Rockefeller Capital Management
New York
|
$113K
|
+$8.51K
|
+503
|
+8%
|
|
|
63
|
Private Trust Company
Cleveland,
Ohio
|
$56K
|
–
|
–
|
–
|
|
|
64
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$55K
|
–
|
–
|
–
|
|
|
65
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$21.2K
|
–
|
–
|
–
|
|
|
66
|
|
$19.4K
|
-$23K
|
-1,360
|
-55%
|
|
|
67
|
Belpointe Asset Management
Reno,
Nevada
|
$13.2K
|
+$13.1K
|
+773
|
New
|
|
|
68
|
Private Advisor Group
Morristown,
New Jersey
|
$1.31K
|
-$20.5K
|
-1,210
|
-2%
|
|
|
69
|
IFP Advisors
Tampa,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
70
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$222
|
+$220
|
+13
|
New
|
|
|
71
|
Freedom Investment Management
Hartford,
Connecticut
|
–
|
-$889K
|
-52,961
|
Closed
|
|
|
72
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
–
|
-$170K
|
-10,155
|
Closed
|
|
|
73
|
Global Retirement Partners
San Rafael,
California
|
–
|
-$15K
|
-893
|
Closed
|
|
|
74
|
First Horizon Advisors
Memphis,
Tennessee
|
–
|
-$1K
|
-63
|
Closed
|
|
