|
101
|
Global Retirement Partners
San Rafael,
California
|
$94.4K
|
–
|
–
|
–
|
|
|
102
|
Fidelity Investments
Boston,
Massachusetts
|
$67.3K
|
-$24.7K
|
-1,551
|
-27%
|
|
|
103
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$58.9K
|
-$2.28K
|
-143
|
-4%
|
|
|
104
|
William Blair & Company
Chicago,
Illinois
|
$48.5K
|
–
|
–
|
–
|
|
|
105
|
GAMMA Investing
Foster City,
California
|
$44.8K
|
–
|
–
|
–
|
|
|
106
|
Darwin Wealth Management
Tampa,
Florida
|
$35.1K
|
+$223
|
+14
|
+0.6%
|
|
|
107
|
Farther Finance Advisors
San Francisco,
California
|
$28.9K
|
–
|
–
|
–
|
|
|
108
|
MTM Investment Management
Spartanburg,
South Carolina
|
$24.2K
|
–
|
–
|
–
|
|
|
109
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$22K
|
+$21.4K
|
+1,342
|
New
|
|
|
110
|
Bellevue Asset Management
Bellevue,
Washington
|
$19.5K
|
+$96
|
+6
|
+0.5%
|
|
|
111
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$19.3K
|
–
|
–
|
–
|
|
|
112
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$16.1K
|
+$16K
|
+1,000
|
New
|
|
|
113
|
Geneos Wealth Management
Englewood,
Colorado
|
$12.1K
|
–
|
–
|
–
|
|
|
114
|
Raleigh Capital Management
Cary,
North Carolina
|
$11K
|
-$1.58K
|
-99
|
-13%
|
|
|
115
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10.1K
|
+$9.98K
|
+626
|
New
|
|
|
116
|
Rossby Financial
Melbourne,
Florida
|
$6.51K
|
–
|
–
|
–
|
|
|
117
|
Private Trust Company
Cleveland,
Ohio
|
$5.33K
|
+$5.26K
|
+330
|
New
|
|
|
118
|
SignatureFD
Atlanta,
Georgia
|
$2.79K
|
+$2.76K
|
+173
|
New
|
|
|
119
|
MAI Capital Management
Independence,
Ohio
|
$1.94K
|
–
|
–
|
–
|
|
|
120
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$1.68K
|
–
|
–
|
–
|
|
|
121
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$1.39K
|
–
|
–
|
–
|
|
|
122
|
Blue Trust Inc
Alpharetta,
Georgia
|
$404
|
+$399
|
+25
|
New
|
|
|
123
|
SMI Advisory Services
Columbus,
Indiana
|
–
|
-$19.3M
|
-1,247,631
|
Closed
|
|
|
124
|
Private Advisory Group
Redmond,
Washington
|
–
|
-$1.43M
|
-92,110
|
Closed
|
|
|
125
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$356K
|
-22,905
|
Closed
|
|
