|
51
|
Creative Financial Designs
Kokomo,
Indiana
|
$205K
|
+$67.5K
|
+2,203
|
+53%
|
|
|
52
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$155K
|
–
|
–
|
–
|
|
|
53
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$147K
|
-$1.5K
|
-49
|
-1%
|
|
|
54
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$130K
|
-$67.4K
|
-2,198
|
-35%
|
|
|
55
|
Westside Investment Management
Santa Monica,
California
|
$119K
|
+$113K
|
+3,688
|
New
|
|
|
56
|
Principal Securities
Des Moines,
Iowa
|
$112K
|
-$25K
|
-815
|
-19%
|
|
|
57
|
Continuum Advisory
Eagle,
Idaho
|
$109K
|
+$28.1K
|
+918
|
+34%
|
|
|
58
|
Golden State Equity Partners
South Coast Metro,
California
|
$88.5K
|
+$83.9K
|
+2,739
|
New
|
|
|
59
|
Geneos Wealth Management
Englewood,
Colorado
|
$57.8K
|
–
|
–
|
–
|
|
|
60
|
Creekmur Asset Management
Morton,
Illinois
|
$42.1K
|
+$10.5K
|
+342
|
+36%
|
|
|
61
|
Mattson Financial Services
Kentwood,
Michigan
|
$25.7K
|
–
|
–
|
–
|
|
|
62
|
Fidelity Investments
Boston,
Massachusetts
|
$24.1K
|
-$644
|
-21
|
-3%
|
|
|
63
|
|
$17.8K
|
–
|
–
|
–
|
|
|
64
|
Venturi Wealth Management
Austin,
Texas
|
$15.2K
|
+$521
|
+17
|
+4%
|
|
|
65
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$15.2K
|
–
|
–
|
–
|
|
|
66
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$13.1K
|
+$12.5K
|
+407
|
New
|
|
|
67
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$11.6K
|
+$10.9K
|
+356
|
New
|
|
|
68
|
Winch Advisory Services
Appleton,
Wisconsin
|
$9.27K
|
+$92
|
+3
|
+1%
|
|
|
69
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$7.98K
|
+$3.16K
|
+103
|
+73%
|
|
|
70
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$7.24K
|
–
|
–
|
–
|
|
|
71
|
Clarity Asset Management
Ames,
Iowa
|
$3.85K
|
+$31
|
+1
|
+0.8%
|
|
|
72
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$2.94K
|
+$2.79K
|
+91
|
New
|
|
|
73
|
Harbour Investments
Madison,
Wisconsin
|
$2.52K
|
–
|
–
|
–
|
|
|
74
|
OneAscent Financial Services
Birmingham,
Alabama
|
–
|
-$2.75M
|
-92,229
|
Closed
|
|
|
75
|
|
–
|
-$1.88M
|
-63,710
|
Closed
|
|
