|
26
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$467K
|
+$236K
|
+4,608
|
+103%
|
|
|
27
|
Tandem Financial
Greenwood Village,
Colorado
|
$393K
|
+$36.2K
|
+706
|
+10%
|
|
|
28
|
Peak Planning Group
Centennial,
Colorado
|
$382K
|
-$155K
|
-3,028
|
-29%
|
|
|
29
|
Weaver Consulting Group
Huntington Beach,
California
|
$376K
|
-$51.3K
|
-1,000
|
-12%
|
|
|
30
|
Farther Finance Advisors
San Francisco,
California
|
$300K
|
-$699K
|
-13,614
|
-70%
|
|
|
31
|
Arax Advisory Partners
Denver,
Colorado
|
$277K
|
+$277K
|
+5,402
|
New
|
|
|
32
|
Summit Financial
Parsippany,
New Jersey
|
$275K
|
-$85.2K
|
-1,661
|
-24%
|
|
|
33
|
Truist Financial
Charlotte,
North Carolina
|
$257K
|
+$257K
|
+5,000
|
New
|
|
|
34
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$228K
|
–
|
–
|
–
|
|
|
35
|
Osaic Holdings
Scottsdale,
Arizona
|
$127K
|
-$1.4M
|
-27,190
|
-92%
|
|
|
36
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$114K
|
+$114K
|
+2,228
|
New
|
|
|
37
|
|
$30.1K
|
+$51
|
+1
|
+0.2%
|
|
|
38
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$21.5K
|
+$21.5K
|
+418
|
New
|
|
|
39
|
UBS Group
Zurich,
Switzerland
|
$10.3K
|
+$10.3K
|
+200
|
New
|
|
|
40
|
Allied Private Wealth
Boca Raton,
Florida
|
$6.13K
|
+$6.16K
|
+120
|
New
|
|
|
41
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$5.48K
|
+$103
|
+2
|
+2%
|
|
|
42
|
Kingdom Financial Group
Peoria,
Arizona
|
$5.44K
|
+$5.44K
|
+106
|
New
|
|
|
43
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$4.67K
|
+$4.67K
|
+91
|
New
|
|
|
44
|
Steward Partners Investment Advisory
New York
|
–
|
-$386K
|
-7,529
|
Closed
|
|
|
45
|
Golden State Equity Partners
South Coast Metro,
California
|
–
|
-$718
|
-14
|
Closed
|
|
