|
26
|
Creative Planning
Overland Park,
Kansas
|
$285K
|
+$5.78K
|
+205
|
+2%
|
|
|
27
|
LVZ Inc
Holland,
Michigan
|
$283K
|
+$343K
|
+12,187
|
New
|
|
|
28
|
Centaurus Financial
Anaheim,
California
|
$280K
|
-$73.9K
|
-2,624
|
-18%
|
|
|
29
|
Strategic Blueprint
Atlanta,
Georgia
|
$235K
|
+$11.3K
|
+400
|
+4%
|
|
|
30
|
Parallel Advisors
San Francisco,
California
|
$144K
|
-$28.8K
|
-1,024
|
-14%
|
|
|
31
|
Belpointe Asset Management
Reno,
Nevada
|
$107K
|
+$130K
|
+4,606
|
New
|
|
|
32
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$37K
|
+$676
|
+24
|
+2%
|
|
|
33
|
Steward Partners Investment Advisory
New York
|
$29K
|
–
|
–
|
–
|
|
|
34
|
Private Trust Company
Cleveland,
Ohio
|
$25K
|
+$30.2K
|
+1,073
|
New
|
|
|
35
|
|
$23K
|
+$28.2K
|
+1,000
|
New
|
|
|
36
|
American Portfolios Advisors
Holbrook,
New York
|
$19.1K
|
+$23.2K
|
+825
|
New
|
|
|
37
|
Allworth Financial
Folsom,
California
|
$10K
|
+$197
|
+7
|
+2%
|
|
|
38
|
Raleigh Capital Management
Cary,
North Carolina
|
$6K
|
–
|
–
|
–
|
|
|
39
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5K
|
-$5.04K
|
-179
|
-44%
|
|
|
40
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$4K
|
–
|
–
|
–
|
|
|
41
|
Tower Research Capital (TRC)
New York
|
$2K
|
+$2.82K
|
+100
|
New
|
|
|
42
|
Shaker Financial Services
Arlington,
Virginia
|
–
|
-$308K
|
-12,271
|
Closed
|
|
|
43
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$266K
|
-10,601
|
Closed
|
|
|
44
|
Spire Wealth Management
Mclean,
Virginia
|
–
|
-$263K
|
-10,500
|
Closed
|
|
|
45
|
Level Four Advisory Services
Dallas,
Texas
|
–
|
-$209K
|
-8,353
|
Closed
|
|
|
46
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$205K
|
-8,209
|
Closed
|
|
|
47
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
–
|
-$202K
|
-8,052
|
Closed
|
|
|
48
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
–
|
-$99K
|
-4,324
|
Closed
|
|
|
49
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
–
|
-$97K
|
-3,853
|
Closed
|
|
|
50
|
Wolverine Asset Management
Chicago,
Illinois
|
–
|
-$73K
|
-2,913
|
Closed
|
|
