|
51
|
Avantax Advisory Services
Dallas,
Texas
|
$272K
|
-$47.3K
|
-661
|
-15%
|
|
|
52
|
Catalyst Private Wealth
San Mateo,
California
|
$267K
|
-$21.7K
|
-304
|
-8%
|
|
|
53
|
Raymond James & Associates
St Petersburg,
Florida
|
$259K
|
+$256K
|
+3,588
|
New
|
|
|
54
|
Thompson Investment Management
Madison,
Wisconsin
|
$235K
|
+$233K
|
+3,260
|
New
|
|
|
55
|
CreativeOne Wealth
Overland Park,
Kansas
|
$208K
|
-$625K
|
-8,744
|
-75%
|
|
|
56
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$205K
|
-$14.8K
|
-207
|
-7%
|
|
|
57
|
|
$158K
|
–
|
–
|
–
|
|
|
58
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$157K
|
+$155K
|
+2,174
|
New
|
|
|
59
|
Geneos Wealth Management
Englewood,
Colorado
|
$115K
|
–
|
–
|
–
|
|
|
60
|
Caldwell Trust
Venice,
Florida
|
$110K
|
+$109K
|
+1,527
|
New
|
|
|
61
|
GeoWealth Management
Chicago,
Illinois
|
$107K
|
-$63K
|
-882
|
-38%
|
|
|
62
|
American Portfolios Advisors
Holbrook,
New York
|
$104K
|
+$34.7K
|
+485
|
+51%
|
|
|
63
|
|
$86K
|
+$83.6K
|
+1,170
|
New
|
|
|
64
|
Hudock Inc
Williamsport,
Pennsylvania
|
$14K
|
–
|
–
|
–
|
|
|
65
|
Parallel Advisors
San Francisco,
California
|
$14K
|
+$14.4K
|
+201
|
New
|
|
|
66
|
|
$7K
|
–
|
–
|
–
|
|
|
67
|
Retirement Group
San Diego,
California
|
$7K
|
–
|
–
|
–
|
|
|
68
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$4.42K
|
–
|
–
|
–
|
|
|
69
|
UBS Group
Zurich,
Switzerland
|
$3K
|
+$3.43K
|
+48
|
New
|
|
|
70
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$2.45K
|
+$2.43K
|
+34
|
New
|
|
|
71
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
72
|
Fidelity Investments
Boston,
Massachusetts
|
$2K
|
+$1.57K
|
+22
|
New
|
|
|
73
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
–
|
–
|
–
|
|
|
74
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$1K
|
+$1.07K
|
+15
|
New
|
|
|
75
|
Syntal Capital Partners
Midland,
Texas
|
–
|
-$2.68M
|
-38,363
|
Closed
|
|
