|
76
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$221K
|
–
|
–
|
–
|
|
|
77
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$221K
|
+$219K
|
+4,340
|
New
|
|
|
78
|
Avantax Advisory Services
Dallas,
Texas
|
$218K
|
-$68.6K
|
-1,361
|
-24%
|
|
|
79
|
SageView Advisory Group
Newport Beach,
California
|
$213K
|
+$211K
|
+4,185
|
New
|
|
|
80
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$200K
|
-$21.5K
|
-427
|
-10%
|
|
|
81
|
Fortitude Family Office
Scottsdale,
Arizona
|
$91.5K
|
+$90.7K
|
+1,800
|
New
|
|
|
82
|
Principal Securities
Des Moines,
Iowa
|
$78.6K
|
+$10.3K
|
+205
|
+15%
|
|
|
83
|
NewEdge Advisors
New Orleans,
Louisiana
|
$67.9K
|
–
|
–
|
–
|
|
|
84
|
Astor Investment Management
Chicago,
Illinois
|
$64K
|
-$2.47K
|
-49
|
-4%
|
|
|
85
|
Private Trust Company
Cleveland,
Ohio
|
$58.9K
|
–
|
–
|
–
|
|
|
86
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$55K
|
+$47.8K
|
+949
|
+668%
|
|
|
87
|
Harbour Investments
Madison,
Wisconsin
|
$22.7K
|
+$1.36K
|
+27
|
+6%
|
|
|
88
|
Caldwell Sutter Capital
Sausalito,
California
|
$8.43K
|
–
|
–
|
–
|
|
|
89
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$5.93K
|
+$50
|
+1
|
+0.9%
|
|
|
90
|
CoreCap Advisors
Southfield,
Michigan
|
$2.79K
|
-$2.42K
|
-48
|
-47%
|
|
|
91
|
Versant Capital Management
Phoenix,
Arizona
|
$508
|
–
|
–
|
–
|
|
|
92
|
AssetMark Inc
Concord,
California
|
$254
|
–
|
–
|
–
|
|
|
93
|
Wells Fargo
San Francisco,
California
|
$4
|
-$50
|
-1
|
Closed
|
|
|
94
|
|
–
|
-$2.85M
|
-57,233
|
Closed
|
|
|
95
|
|
–
|
-$668K
|
-13,417
|
Closed
|
|
|
96
|
WT Wealth Management
Scottsdale,
Arizona
|
–
|
-$220K
|
-4,410
|
Closed
|
|
|
97
|
Mather Group
Chicago,
Illinois
|
–
|
-$6.53K
|
-131
|
Closed
|
|
|
98
|
Great Lakes Retirement
Sandusky,
Ohio
|
–
|
-$2.4K
|
-48
|
Closed
|
|
