|
26
|
Commerce Bank
Kansas City,
Missouri
|
$229K
|
–
|
–
|
–
|
|
|
27
|
Well Done LLC
Holland,
Michigan
|
$228K
|
–
|
–
|
–
|
|
|
28
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$224K
|
–
|
–
|
–
|
|
|
29
|
UBS Group
Zurich,
Switzerland
|
$209K
|
+$22.4K
|
+248
|
+11%
|
|
|
30
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$95K
|
–
|
–
|
–
|
|
|
31
|
US Bancorp
Minneapolis,
Minnesota
|
$66K
|
–
|
–
|
–
|
|
|
32
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$65K
|
+$6.78K
|
+75
|
+11%
|
|
|
33
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$65K
|
+$70.8K
|
+783
|
New
|
|
|
34
|
Avior Wealth Management
Omaha,
Nebraska
|
$45K
|
–
|
–
|
–
|
|
|
35
|
Prospera Financial Services
Dallas,
Texas
|
$43K
|
–
|
–
|
–
|
|
|
36
|
Fidelity Investments
Boston,
Massachusetts
|
$41K
|
-$90
|
-1
|
-0.2%
|
|
|
37
|
AllSquare Wealth Management
Albany,
New York
|
$29K
|
–
|
–
|
–
|
|
|
38
|
Geneos Wealth Management
Englewood,
Colorado
|
$25K
|
–
|
–
|
–
|
|
|
39
|
Spire Wealth Management
Mclean,
Virginia
|
$19K
|
-$65K
|
-719
|
-76%
|
|
|
40
|
Bogart Wealth LLC
Mclean,
Virginia
|
$14K
|
+$90
|
+1
|
+0.6%
|
|
|
41
|
Harbour Investments
Madison,
Wisconsin
|
$12K
|
+$13K
|
+144
|
New
|
|
|
42
|
ACG Wealth
Atlanta,
Georgia
|
$11K
|
+$11.8K
|
+130
|
New
|
|
|
43
|
Global Retirement Partners
San Rafael,
California
|
$11K
|
+$12.4K
|
+137
|
New
|
|
|
44
|
SignatureFD
Atlanta,
Georgia
|
$9K
|
-$68.6K
|
-759
|
-87%
|
|
|
45
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$7K
|
–
|
–
|
–
|
|
|
46
|
SOA Wealth Advisors
New York
|
$2K
|
–
|
–
|
–
|
|
|
47
|
|
$1K
|
–
|
–
|
–
|
|
|
48
|
|
–
|
-$1.2M
|
-12,530
|
Closed
|
|
|
49
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
–
|
-$255K
|
-2,656
|
Closed
|
|
|
50
|
Purus Wealth Management
Newport Beach,
California
|
–
|
-$211K
|
-2,202
|
Closed
|
|
