|
51
|
TCI Wealth Advisors
Tucson,
Arizona
|
$268K
|
-$26.4K
|
-342
|
-9%
|
|
|
52
|
Financial Plan Inc
Bellingham,
Washington
|
$259K
|
–
|
–
|
–
|
|
|
53
|
Trademark Financial Management
Bloomington,
Minnesota
|
$251K
|
-$231
|
-3
|
-0.1%
|
|
|
54
|
WealthCollab
Bellevue,
Washington
|
$221K
|
+$15.4K
|
+200
|
+8%
|
|
|
55
|
True Wealth Design
Akron,
Ohio
|
$217K
|
+$7.79K
|
+101
|
+4%
|
|
|
56
|
Signature Resources Capital Management
Newport Beach,
California
|
$175K
|
–
|
–
|
–
|
|
|
57
|
Torren Management
San Diego,
California
|
$137K
|
-$7.25K
|
-94
|
-5%
|
|
|
58
|
Farther Finance Advisors
San Francisco,
California
|
$128K
|
+$121K
|
+1,569
|
New
|
|
|
59
|
Addison Advisors
Middlebury,
Vermont
|
$122K
|
-$160K
|
-2,073
|
-58%
|
|
|
60
|
Sankala Group
Lyons,
Colorado
|
$100K
|
-$3.7K
|
-48
|
-4%
|
|
|
61
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$77.5K
|
+$73.1K
|
+948
|
New
|
|
|
62
|
Global Retirement Partners
San Rafael,
California
|
$76.4K
|
+$71.9K
|
+933
|
New
|
|
|
63
|
|
$71K
|
–
|
–
|
–
|
|
|
64
|
Orion Capital Management
Coronado,
California
|
$53.5K
|
–
|
–
|
–
|
|
|
65
|
Birchwood Financial Partners
Bloomington,
Minnesota
|
$49.7K
|
+$9.95K
|
+129
|
+27%
|
|
|
66
|
SJS Investment Consulting
Sylvania,
Ohio
|
$32K
|
+$2.85K
|
+37
|
+10%
|
|
|
67
|
Elevation Wealth Partners
Santa Rosa,
California
|
$31.4K
|
-$9.95K
|
-129
|
-25%
|
|
|
68
|
Allworth Financial
Folsom,
California
|
$7.86K
|
–
|
–
|
–
|
|
|
69
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4K
|
+$3.47K
|
+45
|
New
|
|
|
70
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.04K
|
+$1.93K
|
+25
|
New
|
|
|
71
|
Strategic Financial Planning
Plano,
Texas
|
–
|
-$6.26M
|
-240,897
|
Closed
|
|
|
72
|
Clarity Asset Management
Ames,
Iowa
|
–
|
-$93.1K
|
-1,399
|
Closed
|
|
|
73
|
WealthShield Partners
Cary,
North Carolina
|
–
|
-$86.5K
|
-1,300
|
Closed
|
|
|
74
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$5.63K
|
-85
|
Closed
|
|
