|
101
|
Creative Capital Management Investments
San Diego,
California
|
$29.4K
|
–
|
–
|
–
|
|
|
102
|
Arax Advisory Partners
Denver,
Colorado
|
$25.2K
|
+$25.5K
|
+3,050
|
New
|
|
|
103
|
Colonial Trust
Spartanburg,
South Carolina
|
$23K
|
–
|
–
|
–
|
|
|
104
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$20.7K
|
–
|
–
|
–
|
|
|
105
|
Geneos Wealth Management
Englewood,
Colorado
|
$20.5K
|
–
|
–
|
–
|
|
|
106
|
Rockefeller Capital Management
New York
|
$17.9K
|
+$5.26K
|
+629
|
+41%
|
|
|
107
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$17.2K
|
–
|
–
|
–
|
|
|
108
|
Institute for Wealth Management
Denver,
Colorado
|
$16.6K
|
+$16.8K
|
+2,005
|
New
|
|
|
109
|
Hoey Investments
Coatesville,
Pennsylvania
|
$16.5K
|
–
|
–
|
–
|
|
|
110
|
Manchester Capital Management
Manchester,
Vermont
|
$16.5K
|
–
|
–
|
–
|
|
|
111
|
Private Trust Company
Cleveland,
Ohio
|
$16.5K
|
–
|
–
|
–
|
|
|
112
|
Larson Financial Group
St Louis,
Missouri
|
$14.5K
|
+$14.6K
|
+1,750
|
New
|
|
|
113
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$13.7K
|
+$318
|
+38
|
+2%
|
|
|
114
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$10.4K
|
–
|
–
|
–
|
|
|
115
|
TD Capital Management
Memphis,
Tennessee
|
$8.46K
|
–
|
–
|
–
|
|
|
116
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$8K
|
+$8.09K
|
+967
|
New
|
|
|
117
|
Luminist Capital
Grand Rapids,
Michigan
|
$5.76K
|
+$5.83K
|
+697
|
New
|
|
|
118
|
GoalVest Advisory
New York
|
$4.63K
|
–
|
–
|
–
|
|
|
119
|
Highline Wealth Partners
Sherman Oaks,
California
|
$4.13K
|
–
|
–
|
–
|
|
|
120
|
Parallel Advisors
San Francisco,
California
|
$1.91K
|
–
|
–
|
–
|
|
|
121
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$83
|
+$84
|
+10
|
New
|
|
|
122
|
Tower Research Capital (TRC)
New York
|
$58
|
–
|
–
|
–
|
|
|
123
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$1
|
–
|
–
|
–
|
|
|
124
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$564K
|
-69,048
|
Closed
|
|
|
125
|
|
–
|
-$312K
|
-38,143
|
Closed
|
|
