|
26
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$341K
|
–
|
–
|
–
|
|
|
27
|
Kestra Advisory Services
Austin,
Texas
|
$298K
|
+$307K
|
+9,338
|
New
|
|
|
28
|
Envestnet Asset Management
Chicago,
Illinois
|
$285K
|
-$101K
|
-3,060
|
-26%
|
|
|
29
|
Clear Perspective Advisors
Aurora,
Illinois
|
$280K
|
+$289K
|
+8,770
|
New
|
|
|
30
|
Cetera Advisor Networks
El Segundo,
California
|
$254K
|
+$262K
|
+7,954
|
New
|
|
|
31
|
Calton & Associates
Tampa,
Florida
|
$224K
|
+$232K
|
+7,052
|
New
|
|
|
32
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$213K
|
+$220K
|
+6,679
|
New
|
|
|
33
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$99.8K
|
+$57K
|
+1,733
|
+124%
|
|
|
34
|
|
$44K
|
+$46.1K
|
+1,400
|
New
|
|
|
35
|
McCarthy Asset Management
Redwood Shores,
California
|
$36K
|
–
|
–
|
–
|
|
|
36
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$34K
|
+$28K
|
+850
|
+407%
|
|
|
37
|
Geneos Wealth Management
Englewood,
Colorado
|
$32K
|
–
|
–
|
–
|
|
|
38
|
American Portfolios Advisors
Holbrook,
New York
|
$22.5K
|
+$21.9K
|
+666
|
+1,665%
|
|
|
39
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$10K
|
+$9.87K
|
+300
|
New
|
|
|
40
|
Benson Investment Management Company
Roanoke,
Virginia
|
$5K
|
+$4.94K
|
+150
|
New
|
|
|
41
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$2K
|
-$99
|
-3
|
-6%
|
|
|
42
|
Spire Wealth Management
Mclean,
Virginia
|
$2K
|
+$1.68K
|
+51
|
New
|
|
|
43
|
Arete Wealth Advisors
Chicago,
Illinois
|
–
|
-$16M
|
-505,197
|
Closed
|
|
|
44
|
Mercer Global Advisors
Denver,
Colorado
|
–
|
-$272K
|
-8,598
|
Closed
|
|
|
45
|
Steph & Co
Marinette,
Wisconsin
|
–
|
-$55K
|
-1,750
|
Closed
|
|
|
46
|
Wells Fargo
San Francisco,
California
|
–
|
-$1K
|
-40
|
Closed
|
|
|
47
|
Concord Wealth Partners
Abingdon,
Virginia
|
–
|
+$230
|
+7
|
New
|
|
