|
26
|
Capital Planning
Bellevue,
Washington
|
$427K
|
–
|
–
|
–
|
|
|
27
|
Kestra Advisory Services
Austin,
Texas
|
$367K
|
-$826
|
-22
|
-0.2%
|
|
|
28
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$363K
|
–
|
–
|
–
|
|
|
29
|
Silver Oak Securities
Jackson,
Tennessee
|
$353K
|
-$591K
|
-15,745
|
-63%
|
|
|
30
|
Diversify Wealth Management
Sandy,
Utah
|
$285K
|
+$1.8K
|
+48
|
+0.7%
|
|
|
31
|
Diversify Advisory Services
Sandy,
Utah
|
$285K
|
+$277K
|
+7,388
|
New
|
|
|
32
|
SeaCrest Wealth Management
Purchase,
New York
|
$274K
|
+$267K
|
+7,103
|
New
|
|
|
33
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$261K
|
+$254K
|
+6,757
|
New
|
|
|
34
|
Centaurus Financial
Anaheim,
California
|
$224K
|
+$100K
|
+2,663
|
+85%
|
|
|
35
|
|
$189K
|
–
|
–
|
–
|
|
|
36
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$115K
|
–
|
–
|
–
|
|
|
37
|
IFP Advisors
Tampa,
Florida
|
$95.7K
|
–
|
–
|
–
|
|
|
38
|
Harbour Investments
Madison,
Wisconsin
|
$85.7K
|
-$30.4K
|
-809
|
-27%
|
|
|
39
|
Evolution Wealth Management
Fort Myers,
Florida
|
$82.1K
|
+$79.9K
|
+2,127
|
New
|
|
|
40
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$67K
|
–
|
–
|
–
|
|
|
41
|
Private Trust Company
Cleveland,
Ohio
|
$57.9K
|
–
|
–
|
–
|
|
|
42
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$35.2K
|
–
|
–
|
–
|
|
|
43
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$32K
|
+$31.2K
|
+830
|
New
|
|
|
44
|
Farther Finance Advisors
San Francisco,
California
|
$22.6K
|
–
|
–
|
–
|
|
|
45
|
AssetMark Inc
Concord,
California
|
$16.9K
|
+$3.49K
|
+93
|
+27%
|
|
|
46
|
Hantz Financial Services
Southfield,
Michigan
|
$9K
|
–
|
–
|
–
|
|
|
47
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$8.73K
|
+$8.49K
|
+226
|
New
|
|
|
48
|
Financial Gravity Companies
Lakeway,
Texas
|
$3.75K
|
+$3.64K
|
+97
|
New
|
|
|
49
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.04K
|
–
|
–
|
–
|
|
|
50
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$9.23M
|
-261,114
|
Closed
|
|
