|
51
|
GeoWealth Management
Chicago,
Illinois
|
$145K
|
+$139K
|
+1,924
|
New
|
|
|
52
|
Global Retirement Partners
San Rafael,
California
|
$139K
|
+$133K
|
+1,846
|
New
|
|
|
53
|
Advisornet Financial
Minnetonka,
Minnesota
|
$131K
|
+$126K
|
+1,742
|
New
|
|
|
54
|
Private Trust Company
Cleveland,
Ohio
|
$114K
|
+$109K
|
+1,507
|
New
|
|
|
55
|
Richardson Financial Services
Medway,
Massachusetts
|
$108K
|
+$104K
|
+1,435
|
New
|
|
|
56
|
POM Investment Strategies
Raleigh,
North Carolina
|
$75.3K
|
+$72.2K
|
+1,000
|
New
|
|
|
57
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$61.5K
|
+$58.9K
|
+816
|
New
|
|
|
58
|
Bank of America
Charlotte,
North Carolina
|
$59.2K
|
+$56.5K
|
+782
|
+19,550%
|
|
|
59
|
Farther Finance Advisors
San Francisco,
California
|
$55.3K
|
+$39.1K
|
+541
|
+280%
|
|
|
60
|
Advisory Services Network
Atlanta,
Georgia
|
$24.4K
|
+$23.4K
|
+324
|
New
|
|
|
61
|
Geneos Wealth Management
Englewood,
Colorado
|
$21.4K
|
+$20.5K
|
+284
|
New
|
|
|
62
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$14.7K
|
+$14.1K
|
+195
|
New
|
|
|
63
|
Cedar Wealth Management
Walnut Creek,
California
|
$6.6K
|
–
|
–
|
–
|
|
|
64
|
Comerica Bank
Dallas,
Texas
|
$3.09K
|
+$1.66K
|
+23
|
+128%
|
|
|
65
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$3.09K
|
+$2.96K
|
+41
|
New
|
|
|
66
|
Kerr Financial Planning
Fresno,
California
|
$1.98K
|
+$1.88K
|
+26
|
New
|
|
|
67
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$151
|
+$144
|
+2
|
New
|
|
|
68
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
–
|
-$813K
|
-11,374
|
Closed
|
|
|
69
|
Fort Point Capital Partners
San Francisco,
California
|
–
|
-$248K
|
-3,468
|
Closed
|
|
