|
76
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$110K
|
+$109K
|
+3,702
|
New
|
|
|
77
|
CoreCap Advisors
Southfield,
Michigan
|
$98.8K
|
–
|
–
|
–
|
|
|
78
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$79.7K
|
+$79.3K
|
+2,694
|
New
|
|
|
79
|
Barclays
London,
United Kingdom
|
$67.1K
|
+$66.8K
|
+2,268
|
New
|
|
|
80
|
CX Institutional
Auburn,
Indiana
|
$60K
|
+$59.7K
|
+2,028
|
New
|
|
|
81
|
SageView Advisory Group
Newport Beach,
California
|
$58.4K
|
+$58.1K
|
+1,975
|
New
|
|
|
82
|
|
$48.6K
|
–
|
–
|
–
|
|
|
83
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$20K
|
-$9.92K
|
-337
|
-34%
|
|
|
84
|
International Assets Investment Management
Orlando,
Florida
|
$17.6K
|
+$17.5K
|
+594
|
New
|
|
|
85
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$15K
|
–
|
–
|
–
|
|
|
86
|
Parallel Advisors
San Francisco,
California
|
$14.8K
|
–
|
–
|
–
|
|
|
87
|
Networth Advisors
Canonsburg,
Pennsylvania
|
$14.7K
|
+$14.6K
|
+496
|
New
|
|
|
88
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$12.6K
|
-$37.5K
|
-1,275
|
-75%
|
|
|
89
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$4.62K
|
+$4.59K
|
+156
|
New
|
|
|
90
|
Global Retirement Partners
San Rafael,
California
|
$2.96K
|
–
|
–
|
–
|
|
|
91
|
Triumph Capital Management
Denver,
Colorado
|
$1.18K
|
-$262K
|
-8,888
|
-100%
|
|
|
92
|
AssetMark Inc
Concord,
California
|
$1.12K
|
–
|
–
|
–
|
|
|
93
|
Lake Street Private Wealth
Chicago,
Illinois
|
–
|
-$700K
|
-23,900
|
Closed
|
|
|
94
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$399K
|
-13,631
|
Closed
|
|
|
95
|
Strategic Blueprint
Atlanta,
Georgia
|
–
|
-$240K
|
-8,200
|
Closed
|
|
|
96
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
–
|
-$228K
|
-7,801
|
Closed
|
|
|
97
|
UBS Group
Zurich,
Switzerland
|
–
|
-$51.3K
|
-1,751
|
Closed
|
|
|
98
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$43.9K
|
-1,500
|
Closed
|
|
|
99
|
Principal Securities
Des Moines,
Iowa
|
–
|
-$13K
|
-445
|
Closed
|
|
|
100
|
MAI Capital Management
Independence,
Ohio
|
–
|
-$5.94K
|
-203
|
Closed
|
|
