|
26
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$701K
|
-$351K
|
-7,187
|
-34%
|
|
|
27
|
TFB Advisors
Overland Park,
Kansas
|
$427K
|
+$416K
|
+8,523
|
New
|
|
|
28
|
Shira Ridge Wealth Management
Larkspur,
California
|
$403K
|
+$393K
|
+8,057
|
New
|
|
|
29
|
Kestra Advisory Services
Austin,
Texas
|
$380K
|
-$145K
|
-2,963
|
-28%
|
|
|
30
|
Private Trust Company
Cleveland,
Ohio
|
$364K
|
+$354K
|
+7,266
|
New
|
|
|
31
|
Sterling Investment Counsel
Buffalo,
New York
|
$354K
|
-$30.7K
|
-629
|
-8%
|
|
|
32
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$303K
|
+$295K
|
+6,055
|
New
|
|
|
33
|
Continuum Advisory
Eagle,
Idaho
|
$283K
|
-$317K
|
-6,492
|
-53%
|
|
|
34
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$282K
|
+$37.3K
|
+765
|
+16%
|
|
|
35
|
Cetera Advisors
Denver,
Colorado
|
$246K
|
+$240K
|
+4,915
|
New
|
|
|
36
|
Berger Financial Group
Plymouth,
Minnesota
|
$233K
|
+$227K
|
+4,663
|
New
|
|
|
37
|
Aveo Capital Partners
Englewood,
Colorado
|
$224K
|
+$218K
|
+4,472
|
New
|
|
|
38
|
Goelzer Investment Management
Carmel,
Indiana
|
$217K
|
+$212K
|
+4,343
|
New
|
|
|
39
|
BOK Financial
Tulsa,
Oklahoma
|
$211K
|
+$206K
|
+4,223
|
New
|
|
|
40
|
UBS Group
Zurich,
Switzerland
|
$174K
|
+$170K
|
+3,478
|
New
|
|
|
41
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$125K
|
-$2.73K
|
-56
|
-2%
|
|
|
42
|
|
$124K
|
+$9.71K
|
+199
|
+9%
|
|
|
43
|
Allworth Financial
Folsom,
California
|
$85.7K
|
-$35.7K
|
-732
|
-30%
|
|
|
44
|
Wells Fargo
San Francisco,
California
|
$74.9K
|
–
|
–
|
–
|
|
|
45
|
ICA Group Wealth Management
Denver,
Colorado
|
$69.1K
|
+$67.3K
|
+1,380
|
New
|
|
|
46
|
Comerica Securities
Detroit,
Michigan
|
$46K
|
+$44.8K
|
+918
|
New
|
|
|
47
|
Global Retirement Partners
San Rafael,
California
|
$43.9K
|
-$15.2K
|
-312
|
-26%
|
|
|
48
|
Advisory Services Network
Atlanta,
Georgia
|
$39.8K
|
+$38.8K
|
+795
|
New
|
|
|
49
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$33.5K
|
-$10.5M
|
-216,049
|
-100%
|
|
|
50
|
IFP Advisors
Tampa,
Florida
|
$30K
|
-$927
|
-19
|
-3%
|
|
