|
26
|
|
$327K
|
+$316K
|
+10,802
|
New
|
|
|
27
|
BlueChip Wealth Advisors
Milton,
Georgia
|
$303K
|
+$293K
|
+10,000
|
New
|
|
|
28
|
Global Retirement Partners
San Rafael,
California
|
$299K
|
+$289K
|
+9,885
|
New
|
|
|
29
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$257K
|
+$13.9K
|
+474
|
+6%
|
|
|
30
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$202K
|
+$195K
|
+6,676
|
New
|
|
|
31
|
IFG Advisory
Atlanta,
Georgia
|
$156K
|
+$151K
|
+5,166
|
New
|
|
|
32
|
Roxbury Financial
Mount Arlington,
New Jersey
|
$151K
|
-$3.69K
|
-126
|
-2%
|
|
|
33
|
Farther Finance Advisors
San Francisco,
California
|
$43.3K
|
-$4.07M
|
-139,211
|
-99%
|
|
|
34
|
Steward Partners Investment Advisory
New York
|
$37.1K
|
–
|
–
|
–
|
|
|
35
|
Private Trust Company
Cleveland,
Ohio
|
$19.7K
|
+$19K
|
+650
|
New
|
|
|
36
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.6K
|
–
|
–
|
–
|
|
|
37
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$8.33K
|
+$8.05K
|
+275
|
New
|
|
|
38
|
Wells Fargo
San Francisco,
California
|
$5.75K
|
+$5.56K
|
+190
|
New
|
|
|
39
|
Tidemark
San Diego,
California
|
$1.63K
|
–
|
–
|
–
|
|
|
40
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$1.62K
|
-$53.3K
|
-1,820
|
-97%
|
|
|
41
|
D.A. Davidson & Co
Great Falls,
Montana
|
–
|
-$1.74M
|
-68,188
|
Closed
|
|
|
42
|
Cedrus Wealth Group LLC
Andover,
Minnesota
|
–
|
-$1.34M
|
-52,324
|
Closed
|
|
|
43
|
Richmond Investment Services
Mequon,
Wisconsin
|
–
|
-$269K
|
-10,505
|
Closed
|
|
|
44
|
Harbour Investments
Madison,
Wisconsin
|
–
|
-$23.2K
|
-907
|
Closed
|
|
