|
1
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$4.18M
|
+$590K
|
+23,221
|
+16%
|
|
|
2
|
First Western Trust Bank
Denver,
Colorado
|
$1.68M
|
+$1.19M
|
+46,696
|
+241%
|
|
|
3
|
Straight Path Wealth Management
Jenison,
Michigan
|
$1.25M
|
+$31.1K
|
+1,224
|
+3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$1M
|
+$1M
|
+39,462
|
New
|
|
|
5
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$902K
|
+$901K
|
+35,490
|
New
|
|
|
6
|
BFC Planning, Inc.
Cedar Rapids,
Iowa
|
$664K
|
+$116K
|
+4,567
|
+21%
|
|
|
7
|
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Cedar Rapids,
Iowa
|
$664K
|
+$116K
|
+4,568
|
+21%
|
|
|
8
|
MCF Advisors
Covington,
Kentucky
|
$532K
|
–
|
–
|
–
|
|
|
9
|
Bullock Wealth Management
Bloomington,
Indiana
|
$487K
|
+$153K
|
+6,041
|
+46%
|
|
|
10
|
|
$310K
|
+$24.9K
|
+981
|
+9%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$99.1K
|
–
|
–
|
–
|
|
|
12
|
CNB Bank
Clearfield,
Pennsylvania
|
$65.1K
|
+$3.07K
|
+121
|
+5%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$16.9K
|
-$330
|
-13
|
-2%
|
|
|
14
|
Bogart Wealth LLC
Mclean,
Virginia
|
$14.8K
|
–
|
–
|
–
|
|
|
15
|
AE Wealth Management
Topeka,
Kansas
|
$11K
|
–
|
–
|
–
|
|
|
16
|
|
–
|
-$500K
|
-19,784
|
Closed
|
|
