|
26
|
Unison Advisors
Washington,
District of Columbia
|
$627K
|
–
|
–
|
–
|
|
|
27
|
Global Retirement Partners
San Rafael,
California
|
$463K
|
–
|
–
|
–
|
|
|
28
|
Creative Planning
Overland Park,
Kansas
|
$448K
|
+$48.8K
|
+1,586
|
+13%
|
|
|
29
|
Advisor Group
Phoenix,
Arizona
|
$407K
|
–
|
–
|
–
|
|
|
30
|
Institute for Wealth Management
Denver,
Colorado
|
$363K
|
–
|
–
|
–
|
|
|
31
|
Parsons Capital Management
Providence,
Rhode Island
|
$257K
|
+$21.6K
|
+703
|
+10%
|
|
|
32
|
Mariner
Overland Park,
Kansas
|
$257K
|
+$249K
|
+8,094
|
New
|
|
|
33
|
Avantax Advisory Services
Dallas,
Texas
|
$205K
|
+$199K
|
+6,462
|
New
|
|
|
34
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$190K
|
–
|
–
|
–
|
|
|
35
|
St. Johns Investment Management
Jacksonville,
Florida
|
$64K
|
+$61.6K
|
+2,003
|
New
|
|
|
36
|
Golden State Wealth Management
Santa Ana,
California
|
$52K
|
+$50.4K
|
+1,640
|
New
|
|
|
37
|
IFP Advisors
Tampa,
Florida
|
$23K
|
-$101K
|
-3,289
|
-82%
|
|
|
38
|
|
$15K
|
+$7.32K
|
+238
|
+100%
|
|
|
39
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$13K
|
–
|
–
|
–
|
|
|
40
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$12K
|
+$12K
|
+389
|
New
|
|
|
41
|
Creative Financial Designs
Kokomo,
Indiana
|
$11K
|
–
|
–
|
–
|
|
|
42
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$10K
|
–
|
–
|
–
|
|
|
43
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$6K
|
-$23.5K
|
-763
|
-80%
|
|
|
44
|
WealthShield Partners
Cary,
North Carolina
|
$5K
|
–
|
–
|
–
|
|
|
45
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.76M
|
-62,438
|
Closed
|
|
|
46
|
Regal Investment Advisors
Kentwood,
Michigan
|
–
|
-$731K
|
-25,910
|
Closed
|
|
|
47
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
-$264K
|
-9,368
|
Closed
|
|
