|
26
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$125K
|
+$124K
|
+4,653
|
New
|
|
|
27
|
Litman Gregory Wealth Management
Larkspur,
California
|
$102K
|
+$72.4K
|
+2,718
|
+257%
|
|
|
28
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$92K
|
+$85.1K
|
+3,198
|
+1,599%
|
|
|
29
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$75K
|
+$74K
|
+2,781
|
New
|
|
|
30
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$62K
|
+$34.4K
|
+1,292
|
+128%
|
|
|
31
|
Asset Dedication LLC
San Francisco,
California
|
$58K
|
-$2.8K
|
-105
|
-5%
|
|
|
32
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$55K
|
+$54.7K
|
+2,055
|
New
|
|
|
33
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$48K
|
+$47.4K
|
+1,780
|
New
|
|
|
34
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$29K
|
+$29K
|
+1,091
|
New
|
|
|
35
|
Tarbox Family Office
Newport Beach,
California
|
$21K
|
–
|
–
|
–
|
|
|
36
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$21K
|
+$20.3K
|
+761
|
New
|
|
|
37
|
Parallel Advisors
San Francisco,
California
|
$18K
|
+$17.4K
|
+654
|
New
|
|
|
38
|
|
$18K
|
+$17.6K
|
+661
|
New
|
|
|
39
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$7K
|
+$7.21K
|
+271
|
New
|
|
|
40
|
LifePlan Financial Group
Dayton,
Ohio
|
$3K
|
–
|
–
|
–
|
|
|
41
|
Advisor Group
Phoenix,
Arizona
|
$2K
|
+$1.54K
|
+58
|
New
|
|
|
42
|
Cougar Global Investments
Toronto,
Ontario, Canada
|
$2K
|
+$1.65K
|
+62
|
New
|
|
|
43
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.56K
|
–
|
–
|
–
|
|
|
44
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$1K
|
–
|
–
|
–
|
|
|
45
|
Citadel Advisors
Miami,
Florida
|
–
|
-$417K
|
-15,796
|
Closed
|
|
|
46
|
Personal Capital Advisors
Redwood City,
California
|
–
|
-$297K
|
-11,249
|
Closed
|
|
|
47
|
Wells Fargo
San Francisco,
California
|
–
|
+$27
|
+1
|
New
|
|
