|
26
|
Creative Planning
Overland Park,
Kansas
|
$234K
|
–
|
–
|
–
|
|
|
27
|
Rede Wealth
Charlottesville,
Virginia
|
$211K
|
+$207K
|
+4,485
|
New
|
|
|
28
|
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
|
$131K
|
+$5.72K
|
+124
|
+5%
|
|
|
29
|
Farther Finance Advisors
San Francisco,
California
|
$73.7K
|
–
|
–
|
–
|
|
|
30
|
Fidelity Investments
Boston,
Massachusetts
|
$69.4K
|
-$4.47K
|
-97
|
-6%
|
|
|
31
|
Rossby Financial
Melbourne,
Florida
|
$51.7K
|
+$3.92K
|
+85
|
+8%
|
|
|
32
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$51.2K
|
–
|
–
|
–
|
|
|
33
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$43.4K
|
+$42.5K
|
+923
|
New
|
|
|
34
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$18.1K
|
–
|
–
|
–
|
|
|
35
|
Oakmont Advisory Group
Albuquerque,
New Mexico
|
$11.9K
|
+$11.7K
|
+254
|
New
|
|
|
36
|
Wells Fargo
San Francisco,
California
|
$9.4K
|
–
|
–
|
–
|
|
|
37
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$9.4K
|
+$9.22K
|
+200
|
New
|
|
|
38
|
|
$4.7K
|
–
|
–
|
–
|
|
|
39
|
SBI Securities
Tokyo,
Japan
|
$4.7K
|
–
|
–
|
–
|
|
|
40
|
Harbour Investments
Madison,
Wisconsin
|
$4.46K
|
–
|
–
|
–
|
|
|
41
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.76K
|
–
|
–
|
–
|
|
|
42
|
LRI Investments
Palm Beach Gardens,
Florida
|
$2.16K
|
–
|
–
|
–
|
|
|
43
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$2.29M
|
-55,025
|
Closed
|
|
|
44
|
Golden State Equity Partners
South Coast Metro,
California
|
–
|
-$70K
|
-1,684
|
Closed
|
|
|
45
|
MAI Capital Management
Independence,
Ohio
|
–
|
-$12.3K
|
-295
|
Closed
|
|
|
46
|
Curio Wealth
Annapolis,
Maryland
|
–
|
-$415
|
-10
|
Closed
|
|
