|
51
|
VestGen Advisors
Inverness,
Illinois
|
$292K
|
-$138K
|
-5,292
|
-32%
|
|
|
52
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$291K
|
+$291K
|
+11,157
|
New
|
|
|
53
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$223K
|
+$223K
|
+8,561
|
New
|
|
|
54
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$219K
|
+$219K
|
+8,397
|
New
|
|
|
55
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$215K
|
–
|
–
|
–
|
|
|
56
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$212K
|
+$3.41K
|
+131
|
+2%
|
|
|
57
|
IMA Advisory Services
Denver,
Colorado
|
$210K
|
+$30K
|
+1,150
|
+17%
|
|
|
58
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$201K
|
+$200K
|
+7,690
|
New
|
|
|
59
|
Key Financial Inc
West Chester,
Pennsylvania
|
$194K
|
+$25.1K
|
+965
|
+15%
|
|
|
60
|
Bitterroot Capital Advisors
Bozeman,
Montana
|
$188K
|
+$188K
|
+7,220
|
New
|
|
|
61
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$149K
|
+$149K
|
+5,725
|
New
|
|
|
62
|
NewEdge Advisors
New Orleans,
Louisiana
|
$137K
|
+$135K
|
+5,168
|
+7,600%
|
|
|
63
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$108K
|
–
|
–
|
–
|
|
|
64
|
Larson Financial Group
St Louis,
Missouri
|
$69.8K
|
-$38.6K
|
-1,483
|
-36%
|
|
|
65
|
Geneos Wealth Management
Englewood,
Colorado
|
$63.8K
|
–
|
–
|
–
|
|
|
66
|
Gilpin Wealth Management
Denver,
Colorado
|
$53.4K
|
+$53.2K
|
+2,044
|
New
|
|
|
67
|
Horizons Wealth Management
Asheville,
North Carolina
|
$37.3K
|
–
|
–
|
–
|
|
|
68
|
Kestra Advisory Services
Austin,
Texas
|
$36.4K
|
+$36.3K
|
+1,394
|
New
|
|
|
69
|
Steward Partners Investment Advisory
New York
|
$20.4K
|
+$16.1K
|
+619
|
+384%
|
|
|
70
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$14K
|
-$13.6K
|
-521
|
-50%
|
|
|
71
|
Private Trust Company
Cleveland,
Ohio
|
$2.25K
|
+$2.24K
|
+86
|
New
|
|
|
72
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$1.44K
|
–
|
–
|
–
|
|
|
73
|
Fidelity Investments
Boston,
Massachusetts
|
$390
|
+$391
|
+15
|
New
|
|
|
74
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$106
|
+$104
|
+4
|
New
|
|
|
75
|
F/M Investments
Washington,
District of Columbia
|
–
|
-$1.99M
|
-76,229
|
Closed
|
|
