|
101
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$89.6K
|
+$88.4K
|
+2,150
|
New
|
|
|
102
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$61.4K
|
+$31.7K
|
+770
|
+110%
|
|
|
103
|
Evolution Wealth Management
Fort Myers,
Florida
|
$57.7K
|
–
|
–
|
–
|
|
|
104
|
NBC Securities
Birmingham,
Alabama
|
$41.7K
|
–
|
–
|
–
|
|
|
105
|
Financial Network Wealth Advisors
Murray,
Utah
|
$40.1K
|
–
|
–
|
–
|
|
|
106
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$38K
|
–
|
–
|
–
|
|
|
107
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$38K
|
+$38K
|
+924
|
New
|
|
|
108
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$34.5K
|
–
|
–
|
–
|
|
|
109
|
IMG Wealth Management
Jacksonville,
Florida
|
$28K
|
–
|
–
|
–
|
|
|
110
|
Allworth Financial
Folsom,
California
|
$14K
|
–
|
–
|
–
|
|
|
111
|
Signature Equity Partners
Columbus,
Ohio
|
$8.84K
|
–
|
–
|
–
|
|
|
112
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$1.46K
|
–
|
–
|
–
|
|
|
113
|
Americana Partners
Houston,
Texas
|
–
|
-$4.02M
|
-99,220
|
Closed
|
|
|
114
|
RFG Advisory
Birmingham,
Alabama
|
–
|
-$433K
|
-10,703
|
Closed
|
|
|
115
|
Macroview Investment Management
Bethesda,
Maryland
|
–
|
-$351K
|
-8,668
|
Closed
|
|
|
116
|
Wells Fargo
San Francisco,
California
|
–
|
-$5.63K
|
-139
|
Closed
|
|
|
117
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
–
|
-$4.74K
|
-117
|
Closed
|
|
