|
101
|
Lakewood Asset Management
Naperville,
Illinois
|
$255K
|
+$255K
|
+3,373
|
New
|
|
|
102
|
Swisher Financial Concepts
Westerville,
Ohio
|
$250K
|
+$250K
|
+3,310
|
New
|
|
|
103
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$249K
|
+$249K
|
+3,293
|
New
|
|
|
104
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$247K
|
–
|
–
|
–
|
|
|
105
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$219K
|
+$219K
|
+2,900
|
New
|
|
|
106
|
Diversify Advisory Services
Sandy,
Utah
|
$215K
|
+$214K
|
+2,831
|
New
|
|
|
107
|
Next Level Wealth Planning
Meridian,
Idaho
|
$210K
|
+$9K
|
+119
|
+4%
|
|
|
108
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$183K
|
+$183K
|
+2,425
|
New
|
|
|
109
|
Kestra Advisory Services
Austin,
Texas
|
$152K
|
+$153K
|
+2,017
|
New
|
|
|
110
|
Gould Capital
Tacoma,
Washington
|
$125K
|
+$125K
|
+1,650
|
New
|
|
|
111
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$109K
|
+$109K
|
+1,438
|
New
|
|
|
112
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$60K
|
+$60.5K
|
+800
|
New
|
|
|
113
|
Trust Company
Manhattan,
Kansas
|
$35.8K
|
+$35.9K
|
+474
|
New
|
|
|
114
|
|
$26.3K
|
+$26.3K
|
+348
|
New
|
|
|
115
|
Breakwater Investment Management
Seattle,
Washington
|
$20.5K
|
–
|
–
|
–
|
|
|
116
|
Franklin Resources
San Mateo,
California
|
$5.29K
|
–
|
–
|
–
|
|
|
117
|
Wells Fargo
San Francisco,
California
|
$38
|
–
|
–
|
–
|
|
|
118
|
von Borstel & Associates
The Dalles,
Oregon
|
–
|
-$2.81M
|
-37,192
|
Closed
|
|
|
119
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
–
|
-$1.07M
|
-14,249
|
Closed
|
|
|
120
|
Saxon Interests
Houston,
Texas
|
–
|
-$256K
|
-3,479
|
Closed
|
|
|
121
|
MFA Wealth Services
Thousand Oaks,
California
|
–
|
-$254K
|
-3,381
|
Closed
|
|
|
122
|
McIlrath & Eck
Arlington,
Washington
|
–
|
-$21.4K
|
-284
|
Closed
|
|
