|
26
|
Independent Financial Group
San Diego,
California
|
$260K
|
–
|
–
|
–
|
|
|
27
|
CreativeOne Wealth
Overland Park,
Kansas
|
$234K
|
-$16.5K
|
-317
|
-7%
|
|
|
28
|
Maridea Wealth Management
Brooklyn,
New York
|
$225K
|
+$220K
|
+4,236
|
New
|
|
|
29
|
Rockefeller Capital Management
New York
|
$142K
|
+$142K
|
+2,722
|
New
|
|
|
30
|
|
$119K
|
–
|
–
|
–
|
|
|
31
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26K
|
+$26K
|
+499
|
New
|
|
|
32
|
Fidelity Investments
Boston,
Massachusetts
|
$20.2K
|
+$4.42K
|
+85
|
+28%
|
|
|
33
|
Steward Partners Investment Advisory
New York
|
$18.4K
|
+$5.1K
|
+98
|
+39%
|
|
|
34
|
IFP Advisors
Tampa,
Florida
|
$16.4K
|
+$4.47K
|
+86
|
+38%
|
|
|
35
|
Russell Investments Group
London,
United Kingdom
|
$15.3K
|
+$15.2K
|
+293
|
New
|
|
|
36
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$8.53K
|
–
|
–
|
–
|
|
|
37
|
AssetMark Inc
Concord,
California
|
$7.12K
|
–
|
–
|
–
|
|
|
38
|
Geneos Wealth Management
Englewood,
Colorado
|
$5.23K
|
–
|
–
|
–
|
|
|
39
|
Advisory Services Network
Atlanta,
Georgia
|
$3.04K
|
+$3.02K
|
+58
|
New
|
|
|
40
|
Founders Capital Management (Texas)
Houston,
Texas
|
$524
|
–
|
–
|
–
|
|
|
41
|
|
$58
|
–
|
–
|
–
|
|
|
42
|
Wells Fargo
San Francisco,
California
|
$9
|
–
|
–
|
–
|
|
|
43
|
|
–
|
-$1.55M
|
-31,406
|
Closed
|
|
|
44
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
–
|
-$500K
|
-10,149
|
Closed
|
|
|
45
|
Citadel Advisors
Miami,
Florida
|
–
|
-$239K
|
-4,860
|
Closed
|
|
|
46
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
–
|
-$27.1K
|
-550
|
Closed
|
|
|
47
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
–
|
-$10.2K
|
-208
|
Closed
|
|
