|
101
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$245K
|
+$245K
|
+2,318
|
New
|
|
|
102
|
Holcombe Financial
Atlanta,
Georgia
|
$234K
|
-$12M
|
-113,480
|
-98%
|
|
|
103
|
Impact Partnership Wealth
Marietta,
Georgia
|
$227K
|
–
|
–
|
–
|
|
|
104
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$222K
|
-$143K
|
-1,357
|
-39%
|
|
|
105
|
SMI Advisory Services
Columbus,
Indiana
|
$207K
|
+$207K
|
+1,960
|
New
|
|
|
106
|
Probity Advisors
Dallas,
Texas
|
$201K
|
-$296K
|
-2,800
|
-60%
|
|
|
107
|
Tidemark
San Diego,
California
|
$142K
|
+$57K
|
+540
|
+67%
|
|
|
108
|
Blue Trust Inc
Alpharetta,
Georgia
|
$119K
|
-$200K
|
-1,894
|
-63%
|
|
|
109
|
Private Trust Company
Cleveland,
Ohio
|
$109K
|
+$44.9K
|
+425
|
+70%
|
|
|
110
|
Principal Securities
Des Moines,
Iowa
|
$88.2K
|
-$22.9K
|
-217
|
-21%
|
|
|
111
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$69.8K
|
+$739
|
+7
|
+1%
|
|
|
112
|
Clear Investment Research
Alpharetta,
Georgia
|
$68.2K
|
+$739
|
+7
|
+1%
|
|
|
113
|
Rossby Financial
Melbourne,
Florida
|
$57.9K
|
+$106
|
+1
|
+0.2%
|
|
|
114
|
MAI Capital Management
Independence,
Ohio
|
$52.8K
|
-$4.75K
|
-45
|
-8%
|
|
|
115
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$38.8K
|
+$38.9K
|
+368
|
New
|
|
|
116
|
Harbour Investments
Madison,
Wisconsin
|
$18.6K
|
+$18.6K
|
+176
|
New
|
|
|
117
|
|
$16.6K
|
–
|
–
|
–
|
|
|
118
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$12.4K
|
+$12.4K
|
+117
|
New
|
|
|
119
|
AE Wealth Management
Topeka,
Kansas
|
$12.4K
|
-$11.5K
|
-109
|
-48%
|
|
|
120
|
Farther Finance Advisors
San Francisco,
California
|
$6.02K
|
–
|
–
|
–
|
|
|
121
|
Global Retirement Partners
San Rafael,
California
|
$5.28K
|
+$5.28K
|
+50
|
New
|
|
|
122
|
Spire Wealth Management
Mclean,
Virginia
|
$4.01K
|
+$4.01K
|
+38
|
New
|
|
|
123
|
Geneos Wealth Management
Englewood,
Colorado
|
$3.8K
|
+$3.8K
|
+36
|
New
|
|
|
124
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$1.57K
|
–
|
–
|
–
|
|
|
125
|
IFP Advisors
Tampa,
Florida
|
$528
|
–
|
–
|
–
|
|
