|
26
|
Creative Planning
Overland Park,
Kansas
|
$207K
|
+$215K
|
+4,974
|
New
|
|
|
27
|
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
|
$111K
|
–
|
–
|
–
|
|
|
28
|
Golden State Equity Partners
South Coast Metro,
California
|
$70K
|
+$72.7K
|
+1,684
|
New
|
|
|
29
|
Farther Finance Advisors
San Francisco,
California
|
$65.6K
|
+$820
|
+19
|
+1%
|
|
|
30
|
Fidelity Investments
Boston,
Massachusetts
|
$65.4K
|
+$1.9K
|
+44
|
+3%
|
|
|
31
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$45.3K
|
–
|
–
|
–
|
|
|
32
|
Rossby Financial
Melbourne,
Florida
|
$42.5K
|
+$30.6K
|
+709
|
+231%
|
|
|
33
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$16K
|
–
|
–
|
–
|
|
|
34
|
MAI Capital Management
Independence,
Ohio
|
$12.3K
|
+$259
|
+6
|
+2%
|
|
|
35
|
Wells Fargo
San Francisco,
California
|
$8.31K
|
+$8.63K
|
+200
|
New
|
|
|
36
|
|
$4.16K
|
-$43
|
-1
|
-1%
|
|
|
37
|
SBI Securities
Tokyo,
Japan
|
$4.16K
|
+$173
|
+4
|
+4%
|
|
|
38
|
Harbour Investments
Madison,
Wisconsin
|
$3.95K
|
–
|
–
|
–
|
|
|
39
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.32K
|
–
|
–
|
–
|
|
|
40
|
LRI Investments
Palm Beach Gardens,
Florida
|
$1.91K
|
–
|
–
|
–
|
|
|
41
|
Curio Wealth
Annapolis,
Maryland
|
$415
|
–
|
–
|
–
|
|
|
42
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$136
|
+$129
|
+3
|
New
|
|
|
43
|
Two Sigma Investments
New York
|
–
|
-$760K
|
-17,500
|
Closed
|
|
|
44
|
Daiwa Securities Group
Tokyo,
Japan
|
–
|
-$251K
|
-5,791
|
Closed
|
|
|
45
|
HBW Advisory Services
Simi Valley,
California
|
–
|
-$136K
|
-3,137
|
Closed
|
|
|
46
|
SageView Advisory Group
Newport Beach,
California
|
–
|
-$39.6K
|
-913
|
Closed
|
|
|
47
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
–
|
-$15.1K
|
-346
|
Closed
|
|
|
48
|
UBS Group
Zurich,
Switzerland
|
–
|
-$2.78K
|
-64
|
Closed
|
|
