|
26
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$227K
|
–
|
–
|
–
|
|
|
27
|
Personal CFO Solutions
Chester,
New Jersey
|
$219K
|
-$2.06K
|
-50
|
-1%
|
|
|
28
|
|
$202K
|
+$197K
|
+4,773
|
New
|
|
|
29
|
Lindbrook Capital
Calabasas,
California
|
$63.4K
|
–
|
–
|
–
|
|
|
30
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$62.2K
|
-$647K
|
-15,670
|
-92%
|
|
|
31
|
NBC Securities
Birmingham,
Alabama
|
$58K
|
-$41.3K
|
-1,000
|
-42%
|
|
|
32
|
Advisornet Financial
Minnetonka,
Minnesota
|
$50.7K
|
–
|
–
|
–
|
|
|
33
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$50K
|
+$3.71K
|
+90
|
+8%
|
|
|
34
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$36.2K
|
+$1.44K
|
+35
|
+6%
|
|
|
35
|
IFP Advisors
Tampa,
Florida
|
$29.7K
|
–
|
–
|
–
|
|
|
36
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$26.4K
|
–
|
–
|
–
|
|
|
37
|
AssetMark Inc
Concord,
California
|
$18.7K
|
–
|
–
|
–
|
|
|
38
|
Harbour Investments
Madison,
Wisconsin
|
$16.9K
|
–
|
–
|
–
|
|
|
39
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$13.6K
|
–
|
–
|
–
|
|
|
40
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10.4K
|
+$1.03K
|
+25
|
+11%
|
|
|
41
|
Fidelity Investments
Boston,
Massachusetts
|
$7.11K
|
+$1.82K
|
+44
|
+35%
|
|
|
42
|
Peoples Bank (Kansas)
Pratt,
Kansas
|
$6.55K
|
–
|
–
|
–
|
|
|
43
|
Elevation Wealth Partners
Santa Rosa,
California
|
$4.25K
|
+$41
|
+1
|
+1%
|
|
|
44
|
Farther Finance Advisors
San Francisco,
California
|
$1.57K
|
-$83
|
-2
|
-5%
|
|
|
45
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$634
|
-$1.57K
|
-38
|
-72%
|
|
|
46
|
Essex LLC
Deer Park,
Illinois
|
–
|
-$1.53M
|
-37,047
|
Closed
|
|
|
47
|
Lido Advisors
Los Angeles,
California
|
–
|
-$348K
|
-8,404
|
Closed
|
|
|
48
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
–
|
-$206K
|
-5,000
|
Closed
|
|
|
49
|
FSA Wealth Management
Needham,
Massachusetts
|
–
|
-$10K
|
-246
|
Closed
|
|
