|
26
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$321K
|
+$58.5K
|
+1,156
|
+24%
|
|
|
27
|
Vista Capital Partners
Portland,
Oregon
|
$308K
|
+$287K
|
+5,675
|
New
|
|
|
28
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$236K
|
+$16.1K
|
+318
|
+8%
|
|
|
29
|
Raffa Wealth Management
Washington,
District of Columbia
|
$103K
|
+$13.4K
|
+264
|
+16%
|
|
|
30
|
Farther Finance Advisors
San Francisco,
California
|
$97.6K
|
–
|
–
|
–
|
|
|
31
|
Wells Fargo
San Francisco,
California
|
$95.4K
|
+$89K
|
+1,759
|
New
|
|
|
32
|
Jones Financial Companies
Des Peres,
Missouri
|
$82.3K
|
+$77.1K
|
+1,523
|
New
|
|
|
33
|
AE Wealth Management
Topeka,
Kansas
|
$78.7K
|
+$73.5K
|
+1,452
|
New
|
|
|
34
|
Signature Resources Capital Management
Newport Beach,
California
|
$48K
|
+$44.8K
|
+885
|
New
|
|
|
35
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$12.3K
|
+$11.4K
|
+226
|
New
|
|
|
36
|
Global Retirement Partners
San Rafael,
California
|
$9.06K
|
+$8.45K
|
+167
|
New
|
|
|
37
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
–
|
-$478K
|
-9,520
|
Closed
|
|
|
38
|
|
–
|
-$470K
|
-9,344
|
Closed
|
|
|
39
|
American Investment Services
Great Barrington,
Massachusetts
|
–
|
-$421K
|
-8,370
|
Closed
|
|
|
40
|
UBS Group
Zurich,
Switzerland
|
–
|
-$3.22K
|
-64
|
Closed
|
|
