|
26
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$272K
|
+$35.9K
|
+722
|
+16%
|
|
|
27
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$256K
|
–
|
–
|
–
|
|
|
28
|
Creative Planning
Overland Park,
Kansas
|
$227K
|
+$221K
|
+4,440
|
New
|
|
|
29
|
Lido Advisors
Los Angeles,
California
|
$205K
|
+$199K
|
+4,000
|
New
|
|
|
30
|
|
$110K
|
+$107K
|
+2,154
|
New
|
|
|
31
|
NBC Securities
Birmingham,
Alabama
|
$102K
|
+$29.9K
|
+600
|
+43%
|
|
|
32
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$72.4K
|
–
|
–
|
–
|
|
|
33
|
Advisornet Financial
Minnetonka,
Minnesota
|
$61.4K
|
–
|
–
|
–
|
|
|
34
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$60K
|
–
|
–
|
–
|
|
|
35
|
Global Retirement Partners
San Rafael,
California
|
$50.8K
|
+$49.5K
|
+994
|
New
|
|
|
36
|
IFP Advisors
Tampa,
Florida
|
$35.9K
|
–
|
–
|
–
|
|
|
37
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$33.2K
|
–
|
–
|
–
|
|
|
38
|
Harbour Investments
Madison,
Wisconsin
|
$20.5K
|
–
|
–
|
–
|
|
|
39
|
Fidelity Investments
Boston,
Massachusetts
|
$20.3K
|
+$10.1K
|
+203
|
+104%
|
|
|
40
|
Tripletail Wealth Management
Orlando,
Florida
|
$18.4K
|
+$17.5K
|
+352
|
New
|
|
|
41
|
Huntington National Bank
Columbus,
Ohio
|
$15.6K
|
–
|
–
|
–
|
|
|
42
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$15K
|
–
|
–
|
–
|
|
|
43
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12.3K
|
+$1.04K
|
+21
|
+10%
|
|
|
44
|
Elevation Wealth Partners
Santa Rosa,
California
|
$5.17K
|
–
|
–
|
–
|
|
|
45
|
Steward Partners Investment Advisory
New York
|
$5.01K
|
–
|
–
|
–
|
|
|
46
|
Brown Brothers Harriman & Co
New York
|
$4.19K
|
+$4.08K
|
+82
|
New
|
|
|
47
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$2.58K
|
–
|
–
|
–
|
|
|
48
|
Farther Finance Advisors
San Francisco,
California
|
$1.99K
|
+$50
|
+1
|
+3%
|
|
|
49
|
Citadel Advisors
Miami,
Florida
|
–
|
-$238K
|
-4,832
|
Closed
|
|
|
50
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
–
|
-$65.7K
|
-1,332
|
Closed
|
|
