|
26
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$30K
|
–
|
–
|
–
|
|
|
27
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$27.7K
|
–
|
–
|
–
|
|
|
28
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$21K
|
–
|
–
|
–
|
|
|
29
|
IFP Advisors
Tampa,
Florida
|
$20K
|
–
|
–
|
–
|
|
|
30
|
AssetMark Inc
Concord,
California
|
$14.7K
|
–
|
–
|
–
|
|
|
31
|
Janiczek Wealth Management
Denver,
Colorado
|
$14.4K
|
–
|
–
|
–
|
|
|
32
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$13.6K
|
+$13.7K
|
+410
|
New
|
|
|
33
|
Harbour Investments
Madison,
Wisconsin
|
$13.3K
|
-$10.4K
|
-312
|
-44%
|
|
|
34
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$10.7K
|
–
|
–
|
–
|
|
|
35
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.31K
|
–
|
–
|
–
|
|
|
36
|
Fidelity Investments
Boston,
Massachusetts
|
$4.45K
|
+$4.47K
|
+134
|
New
|
|
|
37
|
Belpointe Asset Management
Reno,
Nevada
|
$3.32K
|
+$3.33K
|
+100
|
New
|
|
|
38
|
Raleigh Capital Management
Cary,
North Carolina
|
$2.5K
|
–
|
–
|
–
|
|
|
39
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$1.79K
|
+$1.8K
|
+54
|
New
|
|
|
40
|
Farther Finance Advisors
San Francisco,
California
|
$1.33K
|
+$1.33K
|
+40
|
New
|
|
|
41
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
–
|
-$206K
|
-6,534
|
Closed
|
|
|
42
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$204K
|
-6,488
|
Closed
|
|
|
43
|
Koshinski Asset Management
Decatur,
Illinois
|
–
|
-$201K
|
-6,397
|
Closed
|
|
|
44
|
Caldwell Trust
Venice,
Florida
|
–
|
-$8.66K
|
-275
|
Closed
|
|
|
45
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
–
|
-$4K
|
-112
|
Closed
|
|
