|
26
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$120K
|
–
|
–
|
–
|
|
|
27
|
Geneos Wealth Management
Englewood,
Colorado
|
$79K
|
–
|
–
|
–
|
|
|
28
|
Wells Fargo
San Francisco,
California
|
$67K
|
-$8.28K
|
-220
|
-11%
|
|
|
29
|
|
$48K
|
-$2.03K
|
-54
|
-4%
|
|
|
30
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$48K
|
–
|
–
|
–
|
|
|
31
|
Steward Partners Investment Advisory
New York
|
$45.1K
|
+$45.2K
|
+1,200
|
New
|
|
|
32
|
Truvestments Capital
Sarasota,
Florida
|
$43K
|
–
|
–
|
–
|
|
|
33
|
Allworth Financial
Folsom,
California
|
$33K
|
+$33.4K
|
+886
|
New
|
|
|
34
|
Navigation Wealth Management
Fort Collins,
Colorado
|
$29K
|
+$29.4K
|
+782
|
New
|
|
|
35
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$16K
|
–
|
–
|
–
|
|
|
36
|
|
$15K
|
-$228K
|
-6,064
|
-94%
|
|
|
37
|
Eudaimonia Partners
Winchester,
Tennessee
|
$8K
|
-$12.6K
|
-336
|
-60%
|
|
|
38
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8K
|
–
|
–
|
–
|
|
|
39
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$7K
|
–
|
–
|
–
|
|
|
40
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$5K
|
–
|
–
|
–
|
|
|
41
|
Tradewinds Capital Management
Bellingham,
Washington
|
$3K
|
–
|
–
|
–
|
|
|
42
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
43
|
IFP Advisors
Tampa,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
44
|
Avion Wealth
The Woodlands,
Texas
|
$1K
|
+$979
|
+26
|
New
|
|
|
45
|
|
–
|
-$7.16M
|
-200,000
|
Closed
|
|
|
46
|
Chase Investment Counsel
Charlottesville,
Virginia
|
–
|
-$2.7M
|
-75,280
|
Closed
|
|
|
47
|
|
–
|
-$1.75M
|
-46,450
|
Closed
|
|
|
48
|
Claybrook Capital
Wellesley,
Massachusetts
|
–
|
-$788K
|
-22,000
|
Closed
|
|
|
49
|
Novare Capital Management
Charlotte,
North Carolina
|
–
|
-$380K
|
-10,600
|
Closed
|
|
|
50
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$310K
|
-8,664
|
Closed
|
|
