|
26
|
Diversified Trust
Memphis,
Tennessee
|
$225K
|
+$221K
|
+10,000
|
New
|
|
|
27
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$216K
|
+$213K
|
+9,627
|
New
|
|
|
28
|
CGN Advisors
Manhattan,
Kansas
|
$209K
|
+$206K
|
+9,298
|
New
|
|
|
29
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$195K
|
–
|
–
|
–
|
|
|
30
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$186K
|
+$62.4K
|
+2,822
|
+52%
|
|
|
31
|
Harbour Investments
Madison,
Wisconsin
|
$54.2K
|
–
|
–
|
–
|
|
|
32
|
Advisornet Financial
Minnetonka,
Minnesota
|
$42.3K
|
–
|
–
|
–
|
|
|
33
|
Planning Capital Management Corporation
Paoli,
Pennsylvania
|
$37.1K
|
–
|
–
|
–
|
|
|
34
|
Principal Securities
Des Moines,
Iowa
|
$22.4K
|
+$22.1K
|
+1,000
|
New
|
|
|
35
|
WR Wealth Planners
Columbia,
Missouri
|
$20.3K
|
+$19.9K
|
+902
|
New
|
|
|
36
|
Steward Partners Investment Advisory
New York
|
$19K
|
–
|
–
|
–
|
|
|
37
|
Parallel Advisors
San Francisco,
California
|
$17.9K
|
–
|
–
|
–
|
|
|
38
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$16.6K
|
+$7.25K
|
+328
|
+79%
|
|
|
39
|
Sunbelt Securities
Houston,
Texas
|
$10.9K
|
–
|
–
|
–
|
|
|
40
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8K
|
+$7.54K
|
+341
|
New
|
|
|
41
|
|
$22
|
+$22
|
+1
|
New
|
|
|
42
|
GFG Capital
Miami,
Florida
|
–
|
-$6.25M
|
-282,683
|
Closed
|
|
|
43
|
|
–
|
-$4.59M
|
-207,516
|
Closed
|
|
|
44
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$4.25M
|
-192,259
|
Closed
|
|
|
45
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$975K
|
-44,097
|
Closed
|
|
|
46
|
1900 Wealth Management
San Antonio,
Texas
|
–
|
-$847K
|
-38,300
|
Closed
|
|
|
47
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
–
|
-$376K
|
-17,000
|
Closed
|
|
|
48
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
–
|
-$287K
|
-12,989
|
Closed
|
|
|
49
|
Dogwood Wealth Management
Lenexa,
Kansas
|
–
|
-$3.3K
|
-149
|
Closed
|
|
