|
26
|
|
$1.87M
|
+$1.53M
|
+29,863
|
+452%
|
|
|
27
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.69M
|
+$570K
|
+11,139
|
+51%
|
|
|
28
|
|
$908K
|
+$909K
|
+17,760
|
New
|
|
|
29
|
Secure Asset Management
Troy,
Michigan
|
$850K
|
-$1.25M
|
-24,391
|
-59%
|
|
|
30
|
Wells Fargo
San Francisco,
California
|
$777K
|
+$769K
|
+15,026
|
+10,085%
|
|
|
31
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$751K
|
-$834K
|
-16,299
|
-53%
|
|
|
32
|
Worth Asset Management
Dallas,
Texas
|
$624K
|
+$624K
|
+12,189
|
New
|
|
|
33
|
Concurrent Investment Advisors
Tampa,
Florida
|
$516K
|
+$8.24K
|
+161
|
+2%
|
|
|
34
|
Osaic Holdings
Scottsdale,
Arizona
|
$488K
|
+$45.8K
|
+895
|
+10%
|
|
|
35
|
NewEdge Advisors
New Orleans,
Louisiana
|
$450K
|
-$165K
|
-3,225
|
-27%
|
|
|
36
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$392K
|
+$170K
|
+3,328
|
+77%
|
|
|
37
|
Farther Finance Advisors
San Francisco,
California
|
$72.3K
|
+$72.3K
|
+1,412
|
New
|
|
|
38
|
|
$55.3K
|
+$55.3K
|
+1,080
|
New
|
|
|
39
|
Tidemark
San Diego,
California
|
$51.2K
|
+$51.2K
|
+1,000
|
New
|
|
|
40
|
Belpointe Asset Management
Reno,
Nevada
|
$35.1K
|
+$11K
|
+214
|
+45%
|
|
|
41
|
AssetMark Inc
Concord,
California
|
$25.1K
|
+$25.1K
|
+491
|
New
|
|
|
42
|
FWL Investment Management
Dallas,
Texas
|
$1.95K
|
+$1.95K
|
+38
|
New
|
|
|
43
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.53K
|
+$1.54K
|
+30
|
New
|
|
|
44
|
Allworth Financial
Folsom,
California
|
–
|
-$25.6K
|
-500
|
Closed
|
|
|
45
|
POM Investment Strategies
Raleigh,
North Carolina
|
–
|
-$12.6K
|
-248
|
Closed
|
|
