|
26
|
Mather Group
Chicago,
Illinois
|
$219K
|
+$10.5K
|
+246
|
+5%
|
|
|
27
|
Osaic Holdings
Scottsdale,
Arizona
|
$218K
|
+$3.7K
|
+87
|
+2%
|
|
|
28
|
Franklin Resources
San Mateo,
California
|
$207K
|
–
|
–
|
–
|
|
|
29
|
Harbour Investments
Madison,
Wisconsin
|
$160K
|
+$51.2K
|
+1,204
|
+44%
|
|
|
30
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$140K
|
+$25.5K
|
+599
|
+21%
|
|
|
31
|
NewEdge Advisors
New Orleans,
Louisiana
|
$134K
|
–
|
–
|
–
|
|
|
32
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$122K
|
+$120K
|
+2,811
|
+1,456%
|
|
|
33
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$86.4K
|
-$134K
|
-3,143
|
-59%
|
|
|
34
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$65.8K
|
+$3.15K
|
+74
|
+5%
|
|
|
35
|
Ballast Advisors
Woodbury,
Minnesota
|
$38.5K
|
–
|
–
|
–
|
|
|
36
|
Farther Finance Advisors
San Francisco,
California
|
$26.5K
|
–
|
–
|
–
|
|
|
37
|
Fidelity Investments
Boston,
Massachusetts
|
$25.1K
|
+$10.1K
|
+238
|
+63%
|
|
|
38
|
Private Wealth Management Group
Princeton,
New Jersey
|
$21.4K
|
-$47.3K
|
-1,111
|
-68%
|
|
|
39
|
Golden State Wealth Management
Santa Ana,
California
|
$11.4K
|
-$4.89K
|
-115
|
-29%
|
|
|
40
|
Advisornet Financial
Minnetonka,
Minnesota
|
$6.45K
|
+$6.77K
|
+159
|
New
|
|
|
41
|
Wells Fargo
San Francisco,
California
|
$25
|
–
|
–
|
–
|
|
|
42
|
TFC Financial Management
Boston,
Massachusetts
|
–
|
-$315K
|
-7,335
|
Closed
|
|
|
43
|
Cary Street Partners
Richmond,
Virginia
|
–
|
-$203K
|
-4,732
|
Closed
|
|
|
44
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$129K
|
-3,005
|
Closed
|
|
|
45
|
MAI Capital Management
Independence,
Ohio
|
–
|
-$301
|
-7
|
Closed
|
|
