|
201
|
BigSur Wealth Management
Miami,
Florida
|
$201K
|
–
|
–
|
–
|
|
|
202
|
Rockefeller Capital Management
New York
|
$195K
|
-$62.3K
|
-1,456
|
-24%
|
|
|
203
|
Optima Capital
Beaverton,
Oregon
|
$192K
|
-$16.2K
|
-378
|
-8%
|
|
|
204
|
WealthShield Partners
Cary,
North Carolina
|
$167K
|
–
|
–
|
–
|
|
|
205
|
Financial Network Wealth Advisors
Murray,
Utah
|
$163K
|
–
|
–
|
–
|
|
|
206
|
Creative Financial Designs
Kokomo,
Indiana
|
$103K
|
–
|
–
|
–
|
|
|
207
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$86.5K
|
–
|
–
|
–
|
|
|
208
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$75.5K
|
–
|
–
|
–
|
|
|
209
|
JDM Financial Group
Austin,
Texas
|
$73.7K
|
–
|
–
|
–
|
|
|
210
|
Advisornet Financial
Minnetonka,
Minnesota
|
$72.9K
|
–
|
–
|
–
|
|
|
211
|
Triumph Capital Management
Denver,
Colorado
|
$68.3K
|
+$67.6K
|
+1,580
|
New
|
|
|
212
|
|
$59.5K
|
–
|
–
|
–
|
|
|
213
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$58.9K
|
-$49.5K
|
-1,158
|
-46%
|
|
|
214
|
Integrity Financial
Cheyenne,
Wyoming
|
$56.2K
|
-$3.89K
|
-91
|
-7%
|
|
|
215
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$46.7K
|
–
|
–
|
–
|
|
|
216
|
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
|
$46.5K
|
+$46K
|
+1,076
|
New
|
|
|
217
|
Sunbelt Securities
Houston,
Texas
|
$38.9K
|
-$31.3K
|
-732
|
-45%
|
|
|
218
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$33K
|
+$8.51K
|
+199
|
+36%
|
|
|
219
|
UBS Group
Zurich,
Switzerland
|
$20.1K
|
+$19.9K
|
+465
|
New
|
|
|
220
|
AssetMark Inc
Concord,
California
|
$19.8K
|
–
|
–
|
–
|
|
|
221
|
Anfield Capital Management
Irvine,
California
|
$14.8K
|
–
|
–
|
–
|
|
|
222
|
Whipplewood Advisors
Littleton,
Colorado
|
$8.91K
|
–
|
–
|
–
|
|
|
223
|
Garton & Associates Financial Advisors
Louisville,
Kentucky
|
$8.65K
|
+$8.55K
|
+200
|
New
|
|
|
224
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
–
|
-$16.7M
|
-392,648
|
Closed
|
|
|
225
|
|
–
|
-$5.11M
|
-120,277
|
Closed
|
|
