|
26
|
Kestra Advisory Services
Austin,
Texas
|
$565K
|
+$288K
|
+5,439
|
+106%
|
|
|
27
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$317K
|
+$314K
|
+5,933
|
New
|
|
|
28
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$242K
|
+$240K
|
+4,538
|
New
|
|
|
29
|
Aspire Private Capital
Cornelius,
North Carolina
|
$217K
|
+$47.8K
|
+902
|
+29%
|
|
|
30
|
Meredith Wealth Planning
Maryville,
Illinois
|
$217K
|
+$215K
|
+4,057
|
New
|
|
|
31
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$216K
|
+$216K
|
+4,084
|
New
|
|
|
32
|
NWAM LLC
Mercer Island,
Washington
|
$206K
|
+$206K
|
+3,889
|
New
|
|
|
33
|
Red Lighthouse Investment Management
New York
|
$142K
|
+$141K
|
+2,665
|
New
|
|
|
34
|
GeoWealth Management
Chicago,
Illinois
|
$81.6K
|
+$81K
|
+1,529
|
New
|
|
|
35
|
Comerica Bank
Dallas,
Texas
|
$27K
|
+$795
|
+15
|
+3%
|
|
|
36
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.5K
|
+$15.4K
|
+291
|
New
|
|
|
37
|
Tandem Wealth Advisors
Phoenix,
Arizona
|
–
|
-$60.9K
|
-1,143
|
Closed
|
|
|
38
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$639
|
-12
|
Closed
|
|
|
39
|
Tower Research Capital (TRC)
New York
|
–
|
-$107
|
-2
|
Closed
|
|
