|
26
|
CreativeOne Wealth
Overland Park,
Kansas
|
$324K
|
–
|
–
|
–
|
|
|
27
|
Mission Creek Capital Partners
San Francisco,
California
|
$317K
|
-$138K
|
-3,181
|
-30%
|
|
|
28
|
Lido Advisors
Los Angeles,
California
|
$312K
|
+$316K
|
+7,300
|
New
|
|
|
29
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$270K
|
–
|
–
|
–
|
|
|
30
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$233K
|
–
|
–
|
–
|
|
|
31
|
VestGen Advisors
Inverness,
Illinois
|
$226K
|
+$212K
|
+4,898
|
New
|
|
|
32
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$223K
|
+$5.98K
|
+138
|
+3%
|
|
|
33
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$202K
|
-$3.89M
|
-89,839
|
-95%
|
|
|
34
|
Rockefeller Capital Management
New York
|
$123K
|
–
|
–
|
–
|
|
|
35
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$94.7K
|
-$1.39K
|
-32
|
-1%
|
|
|
36
|
Wells Fargo
San Francisco,
California
|
$75.4K
|
+$76.5K
|
+1,765
|
New
|
|
|
37
|
Larson Financial Group
St Louis,
Missouri
|
$73.6K
|
-$22.1K
|
-509
|
-23%
|
|
|
38
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$33.2K
|
+$33.7K
|
+778
|
New
|
|
|
39
|
Fidelity Investments
Boston,
Massachusetts
|
$14.3K
|
-$27.4K
|
-633
|
-65%
|
|
|
40
|
LRI Investments
Palm Beach Gardens,
Florida
|
$12.8K
|
–
|
–
|
–
|
|
|
41
|
Farther Finance Advisors
San Francisco,
California
|
$9.38K
|
–
|
–
|
–
|
|
|
42
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$4.58K
|
–
|
–
|
–
|
|
|
43
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$3.03K
|
+$3.08K
|
+71
|
New
|
|
|
44
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$127K
|
-3,090
|
Closed
|
|
|
45
|
Peck Wealth Management
White Plains,
New York
|
–
|
-$114K
|
-2,767
|
Closed
|
|
