|
26
|
Truist Financial
Charlotte,
North Carolina
|
$451K
|
-$51.8K
|
-500
|
-10%
|
|
|
27
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$440K
|
–
|
–
|
–
|
|
|
28
|
Global Retirement Partners
San Rafael,
California
|
$393K
|
+$389K
|
+3,751
|
New
|
|
|
29
|
Sage Investment Counsel
Franklin,
Tennessee
|
$330K
|
+$15.5K
|
+150
|
+5%
|
|
|
30
|
Essex Financial Services
Essex,
Connecticut
|
$283K
|
+$20.7K
|
+200
|
+8%
|
|
|
31
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$223K
|
-$933
|
-9
|
-0.4%
|
|
|
32
|
Advisory Services Network
Atlanta,
Georgia
|
$220K
|
+$150K
|
+1,450
|
+223%
|
|
|
33
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$219K
|
+$216K
|
+2,088
|
New
|
|
|
34
|
Harbour Investments
Madison,
Wisconsin
|
$211K
|
–
|
–
|
–
|
|
|
35
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$205K
|
+$203K
|
+1,955
|
New
|
|
|
36
|
Colonial Trust
Spartanburg,
South Carolina
|
$122K
|
–
|
–
|
–
|
|
|
37
|
Burk Holdings
Tulsa,
Oklahoma
|
$111K
|
+$58.8K
|
+567
|
+116%
|
|
|
38
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$41.3K
|
+$40.8K
|
+394
|
New
|
|
|
39
|
|
–
|
-$321K
|
-3,135
|
Closed
|
|
|
40
|
Farther Finance Advisors
San Francisco,
California
|
–
|
-$52.1K
|
-508
|
Closed
|
|
