|
26
|
Denver Wealth Management
Denver,
Colorado
|
$313K
|
+$291K
|
+12,011
|
New
|
|
|
27
|
|
$244K
|
+$227K
|
+9,357
|
New
|
|
|
28
|
Creative Planning
Overland Park,
Kansas
|
$210K
|
+$195K
|
+8,041
|
New
|
|
|
29
|
Focus Partners Wealth
Boston,
Massachusetts
|
$205K
|
+$190K
|
+7,860
|
New
|
|
|
30
|
Rossby Financial
Melbourne,
Florida
|
$150K
|
–
|
–
|
–
|
|
|
31
|
Fidelity Investments
Boston,
Massachusetts
|
$149K
|
+$139K
|
+5,723
|
New
|
|
|
32
|
TFC Financial Management
Boston,
Massachusetts
|
$117K
|
+$109K
|
+4,491
|
New
|
|
|
33
|
Asset Dedication LLC
San Francisco,
California
|
$107K
|
–
|
–
|
–
|
|
|
34
|
ORG Partners
Roanoke,
Indiana
|
$94.2K
|
+$87.3K
|
+3,608
|
New
|
|
|
35
|
Raymond James Financial
St Petersburg,
Florida
|
$90.5K
|
+$84.1K
|
+3,473
|
New
|
|
|
36
|
Steward Partners Investment Advisory
New York
|
$82.4K
|
+$76.5K
|
+3,159
|
New
|
|
|
37
|
Farther Finance Advisors
San Francisco,
California
|
$68.2K
|
+$63.3K
|
+2,616
|
New
|
|
|
38
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$56.9K
|
+$52.8K
|
+2,181
|
New
|
|
|
39
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$14K
|
+$13K
|
+536
|
New
|
|
|
40
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$4.34K
|
+$4.07K
|
+168
|
New
|
|
|
41
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$156
|
+$145
|
+6
|
New
|
|
|
42
|
Wells Fargo
San Francisco,
California
|
$7
|
–
|
–
|
–
|
|
|
43
|
Colorado Capital Management
Boulder,
Colorado
|
–
|
-$3.02M
|
-127,439
|
Closed
|
|
