|
151
|
Ignite Planners
San Clemente,
California
|
$220K
|
+$220K
|
+4,156
|
New
|
|
|
152
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$218K
|
–
|
–
|
–
|
|
|
153
|
High Falls Advisors
Rochester,
New York
|
$209K
|
+$206K
|
+3,895
|
New
|
|
|
154
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$188K
|
-$61.1K
|
-1,153
|
-25%
|
|
|
155
|
Harbour Investments
Madison,
Wisconsin
|
$155K
|
+$27.1K
|
+511
|
+21%
|
|
|
156
|
Geneos Wealth Management
Englewood,
Colorado
|
$114K
|
-$50.1K
|
-947
|
-31%
|
|
|
157
|
Cary Street Partners
Richmond,
Virginia
|
$103K
|
+$82.1K
|
+1,551
|
+415%
|
|
|
158
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$101K
|
–
|
–
|
–
|
|
|
159
|
Principal Securities
Des Moines,
Iowa
|
$74.4K
|
+$73.5K
|
+1,388
|
New
|
|
|
160
|
AssetMark Inc
Concord,
California
|
$54.9K
|
+$54.2K
|
+1,024
|
New
|
|
|
161
|
Advisornet Financial
Minnetonka,
Minnesota
|
$52.6K
|
+$51.9K
|
+981
|
New
|
|
|
162
|
AmeriFlex Group
Las Vegas,
Nevada
|
$49.9K
|
-$8.42K
|
-159
|
-15%
|
|
|
163
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$42.7K
|
+$12.6K
|
+237
|
+42%
|
|
|
164
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$27K
|
-$54.4K
|
-1,028
|
-67%
|
|
|
165
|
Farther Finance Advisors
San Francisco,
California
|
$26.8K
|
–
|
–
|
–
|
|
|
166
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$24.1K
|
+$23.8K
|
+450
|
New
|
|
|
167
|
LGT Financial Advisors
Dallas,
Texas
|
$18.2K
|
-$635
|
-12
|
-3%
|
|
|
168
|
Steward Partners Investment Advisory
New York
|
$12.2K
|
+$7.73K
|
+146
|
+180%
|
|
|
169
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$12.1K
|
–
|
–
|
–
|
|
|
170
|
Clark Wealth Partners
O'fallon,
Illinois
|
$7.83K
|
–
|
–
|
–
|
|
|
171
|
CoreCap Advisors
Southfield,
Michigan
|
$5.47K
|
+$5.4K
|
+102
|
New
|
|
|
172
|
Clearstead Trust
Portland,
Maine
|
$3K
|
-$1.27K
|
-24
|
-30%
|
|
|
173
|
Spire Wealth Management
Mclean,
Virginia
|
$1.77K
|
+$53
|
+1
|
+3%
|
|
|
174
|
Fidelity Investments
Boston,
Massachusetts
|
$446
|
+$53
|
+1
|
+13%
|
|
|
175
|
|
–
|
-$10.6M
|
-197,800
|
Closed
|
|
