|
101
|
Golden State Wealth Management
Santa Ana,
California
|
$102K
|
–
|
–
|
–
|
|
|
102
|
Private Trust Company
Cleveland,
Ohio
|
$99.9K
|
+$103K
|
+3,000
|
New
|
|
|
103
|
William Blair & Company
Chicago,
Illinois
|
$94.6K
|
+$97.7K
|
+2,841
|
New
|
|
|
104
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$83K
|
–
|
–
|
–
|
|
|
105
|
|
$82.2K
|
+$84.9K
|
+2,468
|
New
|
|
|
106
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$69.1K
|
-$90.8K
|
-2,639
|
-56%
|
|
|
107
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$45.4K
|
+$46.5K
|
+1,353
|
New
|
|
|
108
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$42.5K
|
+$24.2K
|
+703
|
+122%
|
|
|
109
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$37.5K
|
–
|
–
|
–
|
|
|
110
|
Allworth Financial
Folsom,
California
|
$15K
|
+$15.5K
|
+450
|
New
|
|
|
111
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$8.89K
|
–
|
–
|
–
|
|
|
112
|
AssetMark Inc
Concord,
California
|
$7.89K
|
–
|
–
|
–
|
|
|
113
|
IFP Advisors
Tampa,
Florida
|
$5.53K
|
+$1.72K
|
+50
|
+43%
|
|
|
114
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.8K
|
+$275
|
+8
|
+17%
|
|
|
115
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
–
|
-$3.28M
|
-95,721
|
Closed
|
|
|
116
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
–
|
-$2.78M
|
-81,021
|
Closed
|
|
|
117
|
Arete Wealth Advisors
Chicago,
Illinois
|
–
|
-$2.36M
|
-68,755
|
Closed
|
|
|
118
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
–
|
-$2.19M
|
-64,015
|
Closed
|
|
|
119
|
Advisor Resource Council
Dallas,
Texas
|
–
|
-$508K
|
-14,830
|
Closed
|
|
|
120
|
Concurrent Investment Advisors
Tampa,
Florida
|
–
|
-$206K
|
-5,995
|
Closed
|
|
|
121
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
–
|
-$201K
|
-5,865
|
Closed
|
|
|
122
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
–
|
-$16.7K
|
-487
|
Closed
|
|
