|
26
|
10Elms LLP
Tulsa,
Oklahoma
|
$247K
|
+$247K
|
+5,456
|
New
|
|
|
27
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$243K
|
+$90
|
+2
|
+0%
|
|
|
28
|
Stifel Financial
St. Louis,
Missouri
|
$235K
|
+$10.2K
|
+225
|
+5%
|
|
|
29
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$227K
|
–
|
–
|
–
|
|
|
30
|
Creative Planning
Overland Park,
Kansas
|
$211K
|
–
|
–
|
–
|
|
|
31
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$66K
|
-$118K
|
-2,600
|
-64%
|
|
|
32
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$65.5K
|
+$25.3K
|
+559
|
+63%
|
|
|
33
|
Advisornet Financial
Minnetonka,
Minnesota
|
$54.4K
|
–
|
–
|
–
|
|
|
34
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$53K
|
+$226
|
+5
|
+0.4%
|
|
|
35
|
IFP Advisors
Tampa,
Florida
|
$31.8K
|
–
|
–
|
–
|
|
|
36
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$29.2K
|
–
|
–
|
–
|
|
|
37
|
AE Wealth Management
Topeka,
Kansas
|
$22.7K
|
+$22.6K
|
+500
|
New
|
|
|
38
|
Chapman Financial Group
Kailua,
Hawaii
|
$19.3K
|
+$19.2K
|
+425
|
New
|
|
|
39
|
Harbour Investments
Madison,
Wisconsin
|
$18.1K
|
+$18.1K
|
+400
|
New
|
|
|
40
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$13.3K
|
–
|
–
|
–
|
|
|
41
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12K
|
+$2.04K
|
+45
|
+20%
|
|
|
42
|
Fidelity Investments
Boston,
Massachusetts
|
$8.86K
|
–
|
–
|
–
|
|
|
43
|
Peoples Bank (Kansas)
Pratt,
Kansas
|
$7.02K
|
–
|
–
|
–
|
|
|
44
|
Elevation Wealth Partners
Santa Rosa,
California
|
$4.58K
|
–
|
–
|
–
|
|
|
45
|
Farther Finance Advisors
San Francisco,
California
|
$1.59K
|
-$226
|
-5
|
-13%
|
|
|
46
|
NBC Securities
Birmingham,
Alabama
|
$63
|
-$63K
|
-1,394
|
-100%
|
|
|
47
|
|
–
|
-$569K
|
-12,851
|
Closed
|
|
|
48
|
|
–
|
-$408K
|
-9,202
|
Closed
|
|
|
49
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$228K
|
-5,151
|
Closed
|
|
|
50
|
Lindbrook Capital
Calabasas,
California
|
–
|
-$66.5K
|
-1,500
|
Closed
|
|
