|
26
|
NVWM LLC
Yardley,
Pennsylvania
|
$403K
|
-$110K
|
-4,173
|
-22%
|
|
|
27
|
Atomi Financial Group
New York
|
$372K
|
+$369K
|
+14,042
|
New
|
|
|
28
|
Veery Capital
Wilmington,
Delaware
|
$285K
|
+$283K
|
+10,765
|
New
|
|
|
29
|
Osaic Holdings
Scottsdale,
Arizona
|
$285K
|
-$7.52M
|
-286,502
|
-96%
|
|
|
30
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$75K
|
+$22.6K
|
+863
|
+44%
|
|
|
31
|
Venturi Wealth Management
Austin,
Texas
|
$43.9K
|
–
|
–
|
–
|
|
|
32
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$39K
|
-$18.3K
|
-696
|
-33%
|
|
|
33
|
AssetMark Inc
Concord,
California
|
$35.2K
|
-$20.5M
|
-782,964
|
-100%
|
|
|
34
|
Impact Partnership Wealth
Marietta,
Georgia
|
$13.2K
|
+$13.1K
|
+499
|
New
|
|
|
35
|
Private Trust Company
Cleveland,
Ohio
|
$10.6K
|
-$5.25K
|
-200
|
-33%
|
|
|
36
|
Buck Wealth Strategies
Denver,
Colorado
|
$8.27K
|
-$709
|
-27
|
-8%
|
|
|
37
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$5.09K
|
–
|
–
|
–
|
|
|
38
|
Farther Finance Advisors
San Francisco,
California
|
$3.31K
|
+$3.28K
|
+125
|
New
|
|
|
39
|
Cutler Group
San Francisco,
California
|
$3K
|
-$12.6K
|
-480
|
-77%
|
|
|
40
|
ORG Partners
Roanoke,
Indiana
|
$2.56K
|
+$2.94K
|
+112
|
New
|
|
|
41
|
William Blair & Company
Chicago,
Illinois
|
$2.25K
|
–
|
–
|
–
|
|
|
42
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$2.12K
|
+$2.1K
|
+80
|
New
|
|
|
43
|
Your Advocates Ltd
Houston,
Texas
|
$1.59K
|
+$525
|
+20
|
+50%
|
|
|
44
|
Tower Research Capital (TRC)
New York
|
$1.22K
|
+$1.13K
|
+43
|
+1,433%
|
|
|
45
|
SEI Investments
Oaks,
Pennsylvania
|
–
|
-$60M
|
-2,301,357
|
Closed
|
|
|
46
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
–
|
-$8.23M
|
-315,500
|
Closed
|
|
|
47
|
Peak Financial Advisors
Denver,
Colorado
|
–
|
-$5.63M
|
-216,017
|
Closed
|
|
|
48
|
LPL Financial
San Diego,
California
|
–
|
-$4.23M
|
-162,085
|
Closed
|
|
|
49
|
Beaumont Capital Management
Boston,
Massachusetts
|
–
|
-$2.53M
|
-97,133
|
Closed
|
|
|
50
|
Aptus Capital Advisors
Fairhope,
Alabama
|
–
|
-$2.36M
|
-90,499
|
Closed
|
|
