|
201
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$211K
|
+$212K
|
+8,103
|
New
|
|
|
202
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$201K
|
+$198K
|
+7,559
|
New
|
|
|
203
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$190K
|
+$85K
|
+3,244
|
+84%
|
|
|
204
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$174K
|
+$129K
|
+4,906
|
+299%
|
|
|
205
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$167K
|
+$164K
|
+6,274
|
New
|
|
|
206
|
Comerica Bank
Dallas,
Texas
|
$166K
|
+$66.4K
|
+2,535
|
+69%
|
|
|
207
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$158K
|
+$156K
|
+5,945
|
New
|
|
|
208
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$104K
|
+$5K
|
+191
|
+5%
|
|
|
209
|
Global Retirement Partners
San Rafael,
California
|
$91.8K
|
+$45.7K
|
+1,746
|
+103%
|
|
|
210
|
Mather Group
Chicago,
Illinois
|
$46.9K
|
+$17.3K
|
+660
|
+60%
|
|
|
211
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$46.4K
|
+$45.6K
|
+1,740
|
New
|
|
|
212
|
Peterson Financial Group
Des Moines,
Iowa
|
$41.7K
|
+$41K
|
+1,566
|
New
|
|
|
213
|
Steward Partners Investment Advisory
New York
|
$34.6K
|
+$34.1K
|
+1,300
|
New
|
|
|
214
|
First Horizon Advisors
Memphis,
Tennessee
|
$29.4K
|
–
|
–
|
–
|
|
|
215
|
Element Wealth
Ridgeland,
Mississippi
|
$20.5K
|
+$6.55K
|
+250
|
+48%
|
|
|
216
|
Allianz Asset Management
Munich,
Germany
|
$16.5K
|
+$681
|
+26
|
+4%
|
|
|
217
|
Continuum Advisory
Eagle,
Idaho
|
$11.1K
|
+$11.2K
|
+427
|
New
|
|
|
218
|
Bank of America
Charlotte,
North Carolina
|
$10.5K
|
+$10.3K
|
+394
|
New
|
|
|
219
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$8K
|
-$72K
|
-2,749
|
-90%
|
|
|
220
|
Aspire Private Capital
Cornelius,
North Carolina
|
$5.73K
|
-$52
|
-2
|
-0.9%
|
|
|
221
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$4.21K
|
–
|
–
|
–
|
|
|
222
|
Fidelity Investments
Boston,
Massachusetts
|
$27
|
+$26
|
+1
|
New
|
|
|
223
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
–
|
-$4.8M
|
-187,372
|
Closed
|
|
|
224
|
Simplicity Wealth
Summit,
New Jersey
|
–
|
-$4.1M
|
-159,979
|
Closed
|
|
|
225
|
|
–
|
-$3.45M
|
-134,567
|
Closed
|
|
