|
26
|
Rockefeller Capital Management
New York
|
$303K
|
-$180K
|
-7,983
|
-38%
|
|
|
27
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$302K
|
–
|
–
|
–
|
|
|
28
|
Ignite Planners
San Clemente,
California
|
$298K
|
-$36.4K
|
-1,612
|
-11%
|
|
|
29
|
Wood Tarver Financial Group
Boise,
Idaho
|
$250K
|
-$49K
|
-2,171
|
-17%
|
|
|
30
|
UBS Group
Zurich,
Switzerland
|
$243K
|
+$94K
|
+4,169
|
+67%
|
|
|
31
|
Kestra Private Wealth Services
Austin,
Texas
|
$220K
|
+$212K
|
+9,400
|
New
|
|
|
32
|
Steward Partners Investment Advisory
New York
|
$158K
|
-$28.1K
|
-1,246
|
-16%
|
|
|
33
|
MTM Investment Management
Spartanburg,
South Carolina
|
$153K
|
–
|
–
|
–
|
|
|
34
|
Spire Wealth Management
Mclean,
Virginia
|
$146K
|
-$13.2K
|
-584
|
-9%
|
|
|
35
|
Creative Financial Designs
Kokomo,
Indiana
|
$143K
|
+$11.8K
|
+521
|
+9%
|
|
|
36
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$120K
|
-$1.24K
|
-55
|
-1%
|
|
|
37
|
Sunbelt Securities
Houston,
Texas
|
$101K
|
+$3.27K
|
+145
|
+4%
|
|
|
38
|
AE Wealth Management
Topeka,
Kansas
|
$87.2K
|
-$3.61K
|
-160
|
-4%
|
|
|
39
|
Larson Financial Group
St Louis,
Missouri
|
$59.1K
|
–
|
–
|
–
|
|
|
40
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$46K
|
+$44.3K
|
+1,965
|
New
|
|
|
41
|
SOA Wealth Advisors
New York
|
$40.5K
|
–
|
–
|
–
|
|
|
42
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
–
|
-$936K
|
-41,581
|
Closed
|
|
|
43
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
–
|
-$328K
|
-14,582
|
Closed
|
|
|
44
|
Atria Wealth Solutions
New York
|
–
|
-$290K
|
-12,859
|
Closed
|
|
|
45
|
EPG Wealth Management
Atlanta,
Georgia
|
–
|
-$113K
|
-5,000
|
Closed
|
|
|
46
|
|
–
|
-$36.1K
|
-1,603
|
Closed
|
|
|
47
|
AmeriFlex Group
Las Vegas,
Nevada
|
–
|
-$19.1K
|
-850
|
Closed
|
|
