|
26
|
Columbia Advisory Partners
Spokane,
Washington
|
$204K
|
+$201K
|
+4,525
|
New
|
|
|
27
|
Rockefeller Capital Management
New York
|
$115K
|
+$222
|
+5
|
+0.2%
|
|
|
28
|
Kerr Financial Planning
Fresno,
California
|
$108K
|
–
|
–
|
–
|
|
|
29
|
MTM Investment Management
Spartanburg,
South Carolina
|
$40.6K
|
–
|
–
|
–
|
|
|
30
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$29.3K
|
+$28.8K
|
+650
|
New
|
|
|
31
|
Realta Investment Advisors
Wilmington,
Delaware
|
$27.1K
|
–
|
–
|
–
|
|
|
32
|
CoreCap Advisors
Southfield,
Michigan
|
$19.5K
|
+$89
|
+2
|
+0.5%
|
|
|
33
|
Farther Finance Advisors
San Francisco,
California
|
$12.7K
|
–
|
–
|
–
|
|
|
34
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$11.4K
|
–
|
–
|
–
|
|
|
35
|
IFP Advisors
Tampa,
Florida
|
$9.24K
|
–
|
–
|
–
|
|
|
36
|
Geneos Wealth Management
Englewood,
Colorado
|
$9.02K
|
+$4.43K
|
+100
|
+100%
|
|
|
37
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$8.57K
|
+$44
|
+1
|
+0.5%
|
|
|
38
|
Truvestments Capital
Sarasota,
Florida
|
$2.8K
|
–
|
–
|
–
|
|
|
39
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.96K
|
–
|
–
|
–
|
|
|
40
|
Darwin Wealth Management
Tampa,
Florida
|
$1.22K
|
–
|
–
|
–
|
|
|
41
|
IFG Advisory
Atlanta,
Georgia
|
$451
|
+$443
|
+10
|
New
|
|
|
42
|
Wells Fargo
San Francisco,
California
|
$65
|
-$34.4K
|
-776
|
-100%
|
|
|
43
|
Greenline Wealth Management
Boca Raton,
Florida
|
–
|
-$458K
|
-11,335
|
Closed
|
|
|
44
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$291K
|
-7,205
|
Closed
|
|
|
45
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
–
|
-$39.7K
|
-971
|
Closed
|
|
|
46
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$15.6K
|
-385
|
Closed
|
|
