|
26
|
SignalPoint Asset Management
Springfield,
Missouri
|
$352K
|
+$354K
|
+7,000
|
New
|
|
|
27
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$347K
|
–
|
–
|
–
|
|
|
28
|
Jones Financial Companies
Des Peres,
Missouri
|
$303K
|
+$177K
|
+3,499
|
+138%
|
|
|
29
|
NewEdge Advisors
New Orleans,
Louisiana
|
$248K
|
+$11K
|
+217
|
+5%
|
|
|
30
|
Mercer Global Advisors
Denver,
Colorado
|
$238K
|
-$48.4K
|
-957
|
-17%
|
|
|
31
|
Skyline Advisors
Bellingham,
Washington
|
$221K
|
+$223K
|
+4,406
|
New
|
|
|
32
|
Kestra Advisory Services
Austin,
Texas
|
$211K
|
–
|
–
|
–
|
|
|
33
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$206K
|
+$207K
|
+4,100
|
New
|
|
|
34
|
Allworth Financial
Folsom,
California
|
$194K
|
-$684K
|
-13,514
|
-78%
|
|
|
35
|
Matthew Hamilton Rosenberg
|
$157K
|
–
|
–
|
–
|
|
|
36
|
GAMMA Investing
Foster City,
California
|
$120K
|
+$75.3K
|
+1,489
|
+165%
|
|
|
37
|
AmeriFlex Group
Las Vegas,
Nevada
|
$80.8K
|
+$80.3K
|
+1,586
|
New
|
|
|
38
|
Venturi Wealth Management
Austin,
Texas
|
$71.1K
|
-$53.1K
|
-1,049
|
-43%
|
|
|
39
|
Private Trust Company
Cleveland,
Ohio
|
$41.3K
|
–
|
–
|
–
|
|
|
40
|
BOK Financial
Tulsa,
Oklahoma
|
$38.9K
|
–
|
–
|
–
|
|
|
41
|
CVA Family Office
Denver,
Colorado
|
$27.9K
|
+$28.1K
|
+555
|
New
|
|
|
42
|
Steward Partners Investment Advisory
New York
|
$13.6K
|
+$810
|
+16
|
+6%
|
|
|
43
|
Wells Fargo
San Francisco,
California
|
$34
|
–
|
–
|
–
|
|
|
44
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
–
|
-$346K
|
-6,780
|
Closed
|
|
|
45
|
GGM Financials
Columbus,
Ohio
|
–
|
-$233K
|
-4,558
|
Closed
|
|
|
46
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
–
|
-$26K
|
-513
|
Closed
|
|
|
47
|
Brown Brothers Harriman & Co
New York
|
–
|
-$11K
|
-216
|
Closed
|
|
