|
51
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$215K
|
+$11.7K
|
+251
|
+6%
|
|
|
52
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$202K
|
-$13.1K
|
-281
|
-6%
|
|
|
53
|
Farther Finance Advisors
San Francisco,
California
|
$199K
|
+$132K
|
+2,824
|
+205%
|
|
|
54
|
|
$159K
|
+$141K
|
+3,026
|
+937%
|
|
|
55
|
Harbour Investments
Madison,
Wisconsin
|
$120K
|
+$467
|
+10
|
+0.4%
|
|
|
56
|
Principal Securities
Des Moines,
Iowa
|
$115K
|
+$61.9K
|
+1,324
|
+121%
|
|
|
57
|
Centaurus Financial
Anaheim,
California
|
$113K
|
-$701
|
-15
|
-0.6%
|
|
|
58
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$90K
|
+$88.3K
|
+1,889
|
New
|
|
|
59
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$47.4K
|
+$46.7K
|
+1,000
|
New
|
|
|
60
|
Anchor Investment Management
Columbia,
South Carolina
|
$44.6K
|
–
|
–
|
–
|
|
|
61
|
Fidelity Investments
Boston,
Massachusetts
|
$31.3K
|
+$1.5K
|
+32
|
+5%
|
|
|
62
|
|
$17.7K
|
-$10.8K
|
-230
|
-38%
|
|
|
63
|
Advisornet Financial
Minnetonka,
Minnesota
|
$15.9K
|
–
|
–
|
–
|
|
|
64
|
Bare Financial Services
Gap,
Pennsylvania
|
$11.5K
|
+$11K
|
+236
|
New
|
|
|
65
|
EdgeRock Capital
Denver,
Colorado
|
$8.82K
|
+$8.7K
|
+186
|
New
|
|
|
66
|
Private Trust Company
Cleveland,
Ohio
|
$5.83K
|
–
|
–
|
–
|
|
|
67
|
Russell Investments Group
London,
United Kingdom
|
$4.93K
|
+$4.86K
|
+104
|
New
|
|
|
68
|
Jamison Private Wealth Management
Milton,
Georgia
|
$2.25K
|
–
|
–
|
–
|
|
|
69
|
Wells Fargo
San Francisco,
California
|
$61
|
+$47
|
+1
|
New
|
|
|
70
|
Balyasny Asset Management
Chicago,
Illinois
|
–
|
-$11.3M
|
-237,959
|
Closed
|
|
|
71
|
Signal Advisors Wealth
Detroit,
Michigan
|
–
|
-$4.13M
|
-86,985
|
Closed
|
|
|
72
|
|
–
|
-$693K
|
-14,603
|
Closed
|
|
|
73
|
Atria Wealth Solutions
New York
|
–
|
-$203K
|
-4,287
|
Closed
|
|
