|
51
|
Collective Family Office
York,
Pennsylvania
|
$461K
|
+$469K
|
+10,569
|
New
|
|
|
52
|
|
$421K
|
+$428K
|
+9,651
|
New
|
|
|
53
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$418K
|
+$424K
|
+9,573
|
New
|
|
|
54
|
Drive Wealth Management
Lehi,
Utah
|
$389K
|
+$396K
|
+8,929
|
New
|
|
|
55
|
LPL Financial
San Diego,
California
|
$370K
|
+$376K
|
+8,480
|
New
|
|
|
56
|
Cardiff Park Advisors
Carlsbad,
California
|
$306K
|
+$311K
|
+7,008
|
New
|
|
|
57
|
Sutton Place Investors
Katonah,
New York
|
$274K
|
+$30.6K
|
+690
|
+12%
|
|
|
58
|
Rather & Kittrell
Knoxville,
Tennessee
|
$255K
|
+$260K
|
+5,860
|
New
|
|
|
59
|
Mutual Advisors
Omaha,
Nebraska
|
$241K
|
+$244K
|
+5,515
|
New
|
|
|
60
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$239K
|
+$243K
|
+5,478
|
New
|
|
|
61
|
CPWM LLC
Seattle,
Washington
|
$238K
|
+$242K
|
+5,458
|
New
|
|
|
62
|
DBK Financial Counsel
Cuyahoga Falls,
Ohio
|
$213K
|
+$217K
|
+4,885
|
New
|
|
|
63
|
IFP Advisors
Tampa,
Florida
|
$183K
|
–
|
–
|
–
|
|
|
64
|
Orion Capital Management
Coronado,
California
|
$38K
|
+$39K
|
+880
|
New
|
|
|
65
|
Osaic Holdings
Scottsdale,
Arizona
|
$32K
|
+$32.4K
|
+732
|
New
|
|
|
66
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12K
|
+$12.2K
|
+276
|
New
|
|
|
67
|
Advisornet Financial
Minnetonka,
Minnesota
|
–
|
-$19.2M
|
-414,388
|
Closed
|
|
|
68
|
|
–
|
-$8.04M
|
-173,354
|
Closed
|
|
|
69
|
Chicago Partners Investment Group
Chicago,
Illinois
|
–
|
-$7.3M
|
-164,790
|
Closed
|
|
|
70
|
Cahill Financial Advisors
Edina,
Minnesota
|
–
|
-$239K
|
-5,142
|
Closed
|
|
|
71
|
Gemmer Asset Management
Walnut Creek,
California
|
–
|
-$3K
|
-71
|
Closed
|
|
|
72
|
Koshinski Asset Management
Decatur,
Illinois
|
–
|
-$2.83K
|
-61
|
Closed
|
|
|
73
|
Castle Wealth Management
West Palm Beach,
Florida
|
–
|
+$222
|
+5
|
New
|
|
