|
101
|
Journey Strategic Wealth
Summit,
New Jersey
|
$235K
|
+$229K
|
+5,420
|
New
|
|
|
102
|
WealthPLAN Partners
Omaha,
Nebraska
|
$224K
|
-$3.43M
|
-81,080
|
-94%
|
|
|
103
|
Catalina Capital Group
Torrance,
California
|
$203K
|
+$198K
|
+4,688
|
New
|
|
|
104
|
SOA Wealth Advisors
New York
|
$182K
|
–
|
–
|
–
|
|
|
105
|
Chris Bulman
Roseville,
California
|
$178K
|
+$173K
|
+4,096
|
New
|
|
|
106
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$126K
|
–
|
–
|
–
|
|
|
107
|
Financial Network Wealth Advisors
Murray,
Utah
|
$98.2K
|
+$95.7K
|
+2,263
|
New
|
|
|
108
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$81.1K
|
–
|
–
|
–
|
|
|
109
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$80K
|
–
|
–
|
–
|
|
|
110
|
Larson Financial Group
St Louis,
Missouri
|
$68.3K
|
-$25.7K
|
-609
|
-28%
|
|
|
111
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$65.1K
|
–
|
–
|
–
|
|
|
112
|
Global Retirement Partners
San Rafael,
California
|
$61.9K
|
-$17.1K
|
-405
|
-22%
|
|
|
113
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$58.6K
|
-$2.54K
|
-60
|
-4%
|
|
|
114
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$35K
|
+$34.4K
|
+814
|
New
|
|
|
115
|
Creekmur Asset Management
Morton,
Illinois
|
$33.2K
|
–
|
–
|
–
|
|
|
116
|
Clear Point Advisors
Melville,
New York
|
$21.7K
|
–
|
–
|
–
|
|
|
117
|
Spire Wealth Management
Mclean,
Virginia
|
$20.6K
|
–
|
–
|
–
|
|
|
118
|
Principal Securities
Des Moines,
Iowa
|
$18.4K
|
–
|
–
|
–
|
|
|
119
|
VisionPoint Advisory Group
Dallas,
Texas
|
$14.3K
|
–
|
–
|
–
|
|
|
120
|
Triad Wealth Partners
Lawrence,
Kansas
|
$11.3K
|
+$11K
|
+260
|
New
|
|
|
121
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$7.73K
|
+$7.52K
|
+178
|
New
|
|
|
122
|
Farther Finance Advisors
San Francisco,
California
|
$4.13K
|
–
|
–
|
–
|
|
|
123
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.95K
|
+$2.87K
|
+68
|
New
|
|
|
124
|
WealthPlan Investment Management
Omaha,
Nebraska
|
–
|
-$5.62M
|
-133,979
|
Closed
|
|
|
125
|
Lincoln National Corp
Radnor,
Pennsylvania
|
–
|
-$663K
|
-15,801
|
Closed
|
|
