|
101
|
Clearstead Advisors
Cleveland,
Ohio
|
$27.3K
|
+$27.1K
|
+1,106
|
New
|
|
|
102
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27K
|
-$24.3K
|
-994
|
-48%
|
|
|
103
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$16.9K
|
-$4.63K
|
-189
|
-22%
|
|
|
104
|
Woodside Wealth Management
Framingham,
Massachusetts
|
$12.6K
|
+$12.5K
|
+510
|
New
|
|
|
105
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$10K
|
+$122
|
+5
|
+1%
|
|
|
106
|
Breakwater Investment Management
Seattle,
Washington
|
$10K
|
–
|
–
|
–
|
|
|
107
|
Fidelity Investments
Boston,
Massachusetts
|
$7.02K
|
+$1.47K
|
+60
|
+27%
|
|
|
108
|
Valued Wealth Advisors
Holladay,
Utah
|
$6.33K
|
+$6.29K
|
+257
|
New
|
|
|
109
|
US Bancorp
Minneapolis,
Minnesota
|
$5.91K
|
–
|
–
|
–
|
|
|
110
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4K
|
–
|
–
|
–
|
|
|
111
|
Graybill Wealth Management
Elmhurst,
Illinois
|
$3.7K
|
+$3.67K
|
+150
|
New
|
|
|
112
|
Principal Securities
Des Moines,
Iowa
|
$1.95K
|
–
|
–
|
–
|
|
|
113
|
|
$1.58K
|
+$784
|
+32
|
+100%
|
|
|
114
|
North Capital
Salt Lake City,
Utah
|
$961
|
+$955
|
+39
|
New
|
|
|
115
|
AssetMark Inc
Concord,
California
|
$542
|
–
|
–
|
–
|
|
|
116
|
Allworth Financial
Folsom,
California
|
$51
|
–
|
–
|
–
|
|
|
117
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$25
|
–
|
–
|
–
|
|
|
118
|
Financial Strategies Group
Okemos,
Michigan
|
–
|
-$543K
|
-22,350
|
Closed
|
|
|
119
|
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
|
–
|
-$434K
|
-17,824
|
Closed
|
|
|
120
|
Private Client Services
Louisville,
Kentucky
|
–
|
-$211K
|
-8,641
|
Closed
|
|
|
121
|
Centaurus Financial
Anaheim,
California
|
–
|
-$102K
|
-4,188
|
Closed
|
|
|
122
|
Coppell Advisory Solutions
Coppell,
Texas
|
–
|
-$41.9K
|
-1,720
|
Closed
|
|
|
123
|
Avior Wealth Management
Omaha,
Nebraska
|
–
|
-$29.7K
|
-1,220
|
Closed
|
|
|
124
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$26.4K
|
-1,084
|
Closed
|
|
|
125
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$3.8K
|
-156
|
Closed
|
|
