|
26
|
Creative Planning
Overland Park,
Kansas
|
$239K
|
+$213K
|
+5,780
|
New
|
|
|
27
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$222K
|
+$198K
|
+5,366
|
New
|
|
|
28
|
Personal CFO Solutions
Chester,
New Jersey
|
$217K
|
+$193K
|
+5,235
|
New
|
|
|
29
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
$206K
|
+$184K
|
+5,000
|
New
|
|
|
30
|
NBC Securities
Birmingham,
Alabama
|
$99K
|
–
|
–
|
–
|
|
|
31
|
Lindbrook Capital
Calabasas,
California
|
$62.1K
|
–
|
–
|
–
|
|
|
32
|
Advisornet Financial
Minnetonka,
Minnesota
|
$49.7K
|
–
|
–
|
–
|
|
|
33
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$45K
|
+$111
|
+3
|
+0.3%
|
|
|
34
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$32.2K
|
–
|
–
|
–
|
|
|
35
|
IFP Advisors
Tampa,
Florida
|
$29.1K
|
–
|
–
|
–
|
|
|
36
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$25.9K
|
–
|
–
|
–
|
|
|
37
|
AssetMark Inc
Concord,
California
|
$18.4K
|
–
|
–
|
–
|
|
|
38
|
Harbour Investments
Madison,
Wisconsin
|
$16.6K
|
–
|
–
|
–
|
|
|
39
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$13.3K
|
–
|
–
|
–
|
|
|
40
|
FSA Wealth Management
Needham,
Massachusetts
|
$10K
|
+$9.07K
|
+246
|
New
|
|
|
41
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.12K
|
–
|
–
|
–
|
|
|
42
|
Peoples Bank (Kansas)
Pratt,
Kansas
|
$6.42K
|
–
|
–
|
–
|
|
|
43
|
Fidelity Investments
Boston,
Massachusetts
|
$5.15K
|
-$3.06K
|
-83
|
-40%
|
|
|
44
|
Elevation Wealth Partners
Santa Rosa,
California
|
$3.55K
|
+$3.69K
|
+100
|
New
|
|
|
45
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.2K
|
-$5.6K
|
-152
|
-74%
|
|
|
46
|
Farther Finance Advisors
San Francisco,
California
|
$1.66K
|
–
|
–
|
–
|
|
|
47
|
SageView Advisory Group
Newport Beach,
California
|
–
|
-$265K
|
-7,494
|
Closed
|
|
|
48
|
Lincoln National Corp
Radnor,
Pennsylvania
|
–
|
-$228K
|
-6,432
|
Closed
|
|
|
49
|
Janiczek Wealth Management
Denver,
Colorado
|
–
|
-$14.5K
|
-409
|
Closed
|
|
|
50
|
Blue Trust Inc
Alpharetta,
Georgia
|
–
|
-$15K
|
-375
|
Closed
|
|
