|
26
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$244K
|
-$2.38K
|
-80
|
-1%
|
|
|
27
|
Merit Financial Group
Alpharetta,
Georgia
|
$241K
|
+$3.16K
|
+106
|
+1%
|
|
|
28
|
Csenge Advisory Group
Clearwater,
Florida
|
$219K
|
+$214K
|
+7,174
|
New
|
|
|
29
|
Calton & Associates
Tampa,
Florida
|
$214K
|
+$209K
|
+7,029
|
New
|
|
|
30
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$173K
|
+$159K
|
+5,335
|
+1,631%
|
|
|
31
|
Central Trust Company
Jefferson City,
Missouri
|
$84K
|
-$32.2K
|
-1,082
|
-28%
|
|
|
32
|
NewEdge Advisors
New Orleans,
Louisiana
|
$61.9K
|
–
|
–
|
–
|
|
|
33
|
Wells Fargo
San Francisco,
California
|
$27.9K
|
+$27.2K
|
+913
|
New
|
|
|
34
|
UBS Group
Zurich,
Switzerland
|
$22.9K
|
-$322K
|
-10,799
|
-93%
|
|
|
35
|
|
$22.6K
|
+$22.1K
|
+741
|
New
|
|
|
36
|
AssetMark Inc
Concord,
California
|
$11.2K
|
+$5.24K
|
+176
|
+93%
|
|
|
37
|
Whipplewood Advisors
Littleton,
Colorado
|
$8.14K
|
+$7.95K
|
+267
|
New
|
|
|
38
|
Ross\Johnson & Associates
Plymouth,
Minnesota
|
$5.61K
|
+$5.48K
|
+184
|
New
|
|
|
39
|
Harbour Investments
Madison,
Wisconsin
|
$5.46K
|
+$5.33K
|
+179
|
New
|
|
|
40
|
Steward Partners Investment Advisory
New York
|
$2.47K
|
+$2.41K
|
+81
|
New
|
|
|
41
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
–
|
-$3.89M
|
-132,000
|
Closed
|
|
|
42
|
Geneos Wealth Management
Englewood,
Colorado
|
–
|
-$1.61M
|
-54,723
|
Closed
|
|
|
43
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
–
|
-$621K
|
-21,068
|
Closed
|
|
|
44
|
REAP Financial Group
Austin,
Texas
|
–
|
-$23.9K
|
-811
|
Closed
|
|
|
45
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$3.21K
|
-109
|
Closed
|
|
