|
26
|
Western Wealth Management
Golden,
Colorado
|
$260K
|
+$268K
|
+5,358
|
New
|
|
|
27
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$243K
|
–
|
–
|
–
|
|
|
28
|
Creative Planning
Overland Park,
Kansas
|
$216K
|
–
|
–
|
–
|
|
|
29
|
Lido Advisors
Los Angeles,
California
|
$205K
|
–
|
–
|
–
|
|
|
30
|
NBC Securities
Birmingham,
Alabama
|
$96.9K
|
–
|
–
|
–
|
|
|
31
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$61.5K
|
-$7.51K
|
-150
|
-11%
|
|
|
32
|
Advisornet Financial
Minnetonka,
Minnesota
|
$58.3K
|
–
|
–
|
–
|
|
|
33
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$57K
|
+$50
|
+1
|
+0.1%
|
|
|
34
|
Global Retirement Partners
San Rafael,
California
|
$48.3K
|
–
|
–
|
–
|
|
|
35
|
IFP Advisors
Tampa,
Florida
|
$34.1K
|
–
|
–
|
–
|
|
|
36
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$31.2K
|
–
|
–
|
–
|
|
|
37
|
Lodestone Wealth Management
Spokane,
Washington
|
$25.4K
|
+$26.1K
|
+522
|
New
|
|
|
38
|
AlphaCore Capital
La Jolla,
California
|
$24.3K
|
+$25K
|
+500
|
New
|
|
|
39
|
Fidelity Investments
Boston,
Massachusetts
|
$18.1K
|
-$1.3K
|
-26
|
-7%
|
|
|
40
|
Tripletail Wealth Management
Orlando,
Florida
|
$17.1K
|
–
|
–
|
–
|
|
|
41
|
Huntington National Bank
Columbus,
Ohio
|
$14.9K
|
–
|
–
|
–
|
|
|
42
|
Harbour Investments
Madison,
Wisconsin
|
$14.6K
|
-$5.01K
|
-100
|
-25%
|
|
|
43
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$11.2K
|
-$3.2K
|
-64
|
-22%
|
|
|
44
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10.7K
|
-$1.05K
|
-21
|
-9%
|
|
|
45
|
Steward Partners Investment Advisory
New York
|
$4.76K
|
–
|
–
|
–
|
|
|
46
|
Brown Brothers Harriman & Co
New York
|
$1.99K
|
-$2.05K
|
-41
|
-50%
|
|
|
47
|
Farther Finance Advisors
San Francisco,
California
|
$1.94K
|
+$50
|
+1
|
+3%
|
|
|
48
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$315K
|
-6,151
|
Closed
|
|
|
49
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
–
|
-$272K
|
-5,322
|
Closed
|
|
|
50
|
|
–
|
-$110K
|
-2,154
|
Closed
|
|
