|
26
|
Personal CFO Solutions
Chester,
New Jersey
|
$228K
|
–
|
–
|
–
|
|
|
27
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$222K
|
–
|
–
|
–
|
|
|
28
|
Stifel Financial
St. Louis,
Missouri
|
$219K
|
-$157K
|
-3,724
|
-43%
|
|
|
29
|
Creative Planning
Overland Park,
Kansas
|
$206K
|
+$196K
|
+4,655
|
New
|
|
|
30
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$179K
|
+$109K
|
+2,600
|
+179%
|
|
|
31
|
Lindbrook Capital
Calabasas,
California
|
$66.5K
|
–
|
–
|
–
|
|
|
32
|
NBC Securities
Birmingham,
Alabama
|
$61K
|
–
|
–
|
–
|
|
|
33
|
Advisornet Financial
Minnetonka,
Minnesota
|
$53.2K
|
–
|
–
|
–
|
|
|
34
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$52K
|
–
|
–
|
–
|
|
|
35
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$39.2K
|
+$31.4K
|
+745
|
+532%
|
|
|
36
|
IFP Advisors
Tampa,
Florida
|
$31.1K
|
–
|
–
|
–
|
|
|
37
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$28.1K
|
–
|
–
|
–
|
|
|
38
|
AssetMark Inc
Concord,
California
|
$19.6K
|
–
|
–
|
–
|
|
|
39
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$13K
|
–
|
–
|
–
|
|
|
40
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.75K
|
–
|
–
|
–
|
|
|
41
|
Fidelity Investments
Boston,
Massachusetts
|
$8.66K
|
–
|
–
|
–
|
|
|
42
|
Peoples Bank (Kansas)
Pratt,
Kansas
|
$6.87K
|
–
|
–
|
–
|
|
|
43
|
Elevation Wealth Partners
Santa Rosa,
California
|
$4.46K
|
–
|
–
|
–
|
|
|
44
|
Farther Finance Advisors
San Francisco,
California
|
$1.77K
|
-$12.6K
|
-300
|
-88%
|
|
|
45
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$2.24M
|
-54,268
|
Closed
|
|
|
46
|
Advisors Preferred
Rockville,
Maryland
|
–
|
-$982K
|
-23,910
|
Closed
|
|
|
47
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
–
|
-$25.8K
|
-625
|
Closed
|
|
|
48
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$494
|
-12
|
Closed
|
|
