|
26
|
Personal CFO Solutions
Chester,
New Jersey
|
$212K
|
-$1.4K
|
-34
|
-0.7%
|
|
|
27
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$210K
|
+$206K
|
+5,000
|
New
|
|
|
28
|
Lindbrook Capital
Calabasas,
California
|
$61.8K
|
–
|
–
|
–
|
|
|
29
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$60.5K
|
–
|
–
|
–
|
|
|
30
|
NBC Securities
Birmingham,
Alabama
|
$57K
|
–
|
–
|
–
|
|
|
31
|
Advisornet Financial
Minnetonka,
Minnesota
|
$49.4K
|
–
|
–
|
–
|
|
|
32
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$48K
|
–
|
–
|
–
|
|
|
33
|
IFP Advisors
Tampa,
Florida
|
$28.9K
|
–
|
–
|
–
|
|
|
34
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$26.6K
|
–
|
–
|
–
|
|
|
35
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$25.8K
|
–
|
–
|
–
|
|
|
36
|
AssetMark Inc
Concord,
California
|
$18.3K
|
–
|
–
|
–
|
|
|
37
|
Farther Finance Advisors
San Francisco,
California
|
$14K
|
+$12.4K
|
+302
|
+795%
|
|
|
38
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$12.1K
|
-$1.15K
|
-28
|
-9%
|
|
|
39
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.07K
|
-$1.03K
|
-25
|
-10%
|
|
|
40
|
Fidelity Investments
Boston,
Massachusetts
|
$8.05K
|
+$1.11K
|
+27
|
+16%
|
|
|
41
|
Peoples Bank (Kansas)
Pratt,
Kansas
|
$6.38K
|
–
|
–
|
–
|
|
|
42
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$5.77K
|
+$5.77K
|
+140
|
New
|
|
|
43
|
Elevation Wealth Partners
Santa Rosa,
California
|
$4.14K
|
–
|
–
|
–
|
|
|
44
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$494
|
-$124
|
-3
|
-20%
|
|
|
45
|
Citadel Advisors
Miami,
Florida
|
–
|
-$510K
|
-12,061
|
Closed
|
|
|
46
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$244K
|
-5,780
|
Closed
|
|
|
47
|
|
–
|
-$202K
|
-4,773
|
Closed
|
|
|
48
|
Harbour Investments
Madison,
Wisconsin
|
–
|
-$16.9K
|
-400
|
Closed
|
|
