|
26
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$556K
|
+$63.9K
|
+1,474
|
+13%
|
|
|
27
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$421K
|
–
|
–
|
–
|
|
|
28
|
SteelPeak Wealth
Woodland Hills,
California
|
$337K
|
–
|
–
|
–
|
|
|
29
|
Creative Planning
Overland Park,
Kansas
|
$290K
|
+$14.8K
|
+341
|
+5%
|
|
|
30
|
Avantax Advisory Services
Dallas,
Texas
|
$259K
|
+$11.1K
|
+257
|
+4%
|
|
|
31
|
Osaic Holdings
Scottsdale,
Arizona
|
$224K
|
-$650K
|
-14,991
|
-74%
|
|
|
32
|
Geneos Wealth Management
Englewood,
Colorado
|
$223K
|
+$93.5K
|
+2,158
|
+69%
|
|
|
33
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$207K
|
-$269K
|
-6,200
|
-56%
|
|
|
34
|
Atlas Financial Advisors
Oroville,
California
|
$203K
|
+$210K
|
+4,836
|
New
|
|
|
35
|
Raleigh Capital Management
Cary,
North Carolina
|
$193K
|
+$1.3K
|
+30
|
+0.7%
|
|
|
36
|
Nova Wealth Management
Bonita Springs,
Florida
|
$191K
|
+$197K
|
+4,553
|
New
|
|
|
37
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$45K
|
+$46.4K
|
+1,071
|
New
|
|
|
38
|
Steward Partners Investment Advisory
New York
|
$32.7K
|
–
|
–
|
–
|
|
|
39
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$21.7K
|
+$22.4K
|
+516
|
New
|
|
|
40
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$12.6K
|
–
|
–
|
–
|
|
|
41
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$335
|
–
|
–
|
–
|
|
|
42
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$294
|
–
|
–
|
–
|
|
|
43
|
|
$62
|
–
|
–
|
–
|
|
|
44
|
Wells Fargo
San Francisco,
California
|
$18
|
-$43
|
-1
|
Closed
|
|
|
45
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$1.2K
|
-28
|
Closed
|
|
