|
26
|
Steph & Co
Marinette,
Wisconsin
|
$580K
|
+$648K
|
+26,420
|
New
|
|
|
27
|
|
$572K
|
+$638K
|
+26,031
|
New
|
|
|
28
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$513K
|
-$42.1K
|
-1,718
|
-7%
|
|
|
29
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$466K
|
+$65.2K
|
+2,658
|
+14%
|
|
|
30
|
Empire Life Investments
Toronto,
Ontario, Canada
|
$435K
|
+$486K
|
+19,820
|
New
|
|
|
31
|
Townsend Asset Management
Raleigh,
North Carolina
|
$384K
|
-$300K
|
-12,253
|
-41%
|
|
|
32
|
Kestra Advisory Services
Austin,
Texas
|
$365K
|
+$221K
|
+8,998
|
+118%
|
|
|
33
|
Kestra Private Wealth Services
Austin,
Texas
|
$324K
|
+$13.7K
|
+560
|
+4%
|
|
|
34
|
Cetera Advisor Networks
El Segundo,
California
|
$314K
|
+$73.5K
|
+2,998
|
+27%
|
|
|
35
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$314K
|
+$324K
|
+13,220
|
+1,248%
|
|
|
36
|
LPL Financial
San Diego,
California
|
$311K
|
-$132K
|
-5,365
|
-27%
|
|
|
37
|
Axxcess Wealth Management
Carlsbad,
California
|
$295K
|
-$111K
|
-4,518
|
-25%
|
|
|
38
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$260K
|
-$307K
|
-12,508
|
-51%
|
|
|
39
|
IFP Advisors
Tampa,
Florida
|
$154K
|
–
|
–
|
–
|
|
|
40
|
Sittner & Nelson
Eugene,
Oregon
|
$154K
|
+$172K
|
+7,010
|
New
|
|
|
41
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$77.4K
|
+$2.21K
|
+90
|
+3%
|
|
|
42
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$32K
|
+$35.5K
|
+1,450
|
New
|
|
|
43
|
Geneos Wealth Management
Englewood,
Colorado
|
$26K
|
–
|
–
|
–
|
|
|
44
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$21K
|
–
|
–
|
–
|
|
|
45
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$13K
|
–
|
–
|
–
|
|
|
46
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7K
|
–
|
–
|
–
|
|
|
47
|
Evermay Wealth Management
Arlington,
Virginia
|
$5K
|
–
|
–
|
–
|
|
|
48
|
Osaic Holdings
Scottsdale,
Arizona
|
$1K
|
-$238K
|
-9,712
|
-99%
|
|
|
49
|
GeoWealth Management
Chicago,
Illinois
|
–
|
-$15.8M
|
-539,573
|
Closed
|
|
|
50
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$3.87M
|
-128,082
|
Closed
|
|
