|
26
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$625K
|
+$625K
|
+11,989
|
New
|
|
|
27
|
TCP Asset Management
Columbus,
Ohio
|
$550K
|
+$550K
|
+10,561
|
New
|
|
|
28
|
NorthRock Partners
Minneapolis,
Minnesota
|
$532K
|
+$91.5K
|
+1,756
|
+21%
|
|
|
29
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$398K
|
+$196K
|
+3,765
|
+97%
|
|
|
30
|
Seed Wealth Management
Evanston,
Illinois
|
$392K
|
+$391K
|
+7,510
|
New
|
|
|
31
|
Trademark Financial Management
Bloomington,
Minnesota
|
$370K
|
+$369K
|
+7,090
|
New
|
|
|
32
|
Castleview Partners
Dallas,
Texas
|
$324K
|
+$324K
|
+6,208
|
New
|
|
|
33
|
Financial Management Network
Mission Viejo,
California
|
$322K
|
+$321K
|
+6,166
|
New
|
|
|
34
|
Perennial Investment Advisors
Los Angeles,
California
|
$306K
|
+$306K
|
+5,874
|
New
|
|
|
35
|
CoreCap Advisors
Southfield,
Michigan
|
$278K
|
-$1.77M
|
-33,950
|
-86%
|
|
|
36
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$272K
|
+$67.7K
|
+1,300
|
+33%
|
|
|
37
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$234K
|
+$234K
|
+4,486
|
New
|
|
|
38
|
Old Mission Capital
Chicago,
Illinois
|
$209K
|
+$209K
|
+4,019
|
New
|
|
|
39
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$209K
|
–
|
–
|
–
|
|
|
40
|
VisionPoint Advisory Group
Dallas,
Texas
|
$146K
|
+$146K
|
+2,803
|
New
|
|
|
41
|
Wells Fargo
San Francisco,
California
|
$69.5K
|
+$69.5K
|
+1,333
|
New
|
|
|
42
|
Family Asset Management
Charleston,
South Carolina
|
$39.1K
|
–
|
–
|
–
|
|
|
43
|
FSA Wealth Management
Needham,
Massachusetts
|
$36K
|
+$36.5K
|
+700
|
New
|
|
|
44
|
FAS Wealth Partners
Leawood,
Kansas
|
$35.7K
|
+$1.41K
|
+27
|
+4%
|
|
|
45
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$16K
|
+$14.2K
|
+272
|
+697%
|
|
|
46
|
Penserra Capital Management
Orinda,
California
|
$7K
|
+$7.4K
|
+142
|
New
|
|
|
47
|
Glassman Wealth Services
Vienna,
Virginia
|
$3.08K
|
-$29.9K
|
-574
|
-91%
|
|
|
48
|
ICA Group Wealth Management
Denver,
Colorado
|
$2.14K
|
+$2.14K
|
+41
|
New
|
|
|
49
|
Coppell Advisory Solutions
Coppell,
Texas
|
$678
|
+$677
|
+13
|
New
|
|
|
50
|
Stadion Money Management
Watkinsville,
Georgia
|
–
|
-$6.77M
|
-129,771
|
Closed
|
|
