|
26
|
Independent Financial Group
San Diego,
California
|
$1.11M
|
+$194K
|
+7,806
|
+22%
|
|
|
27
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$965K
|
+$922K
|
+37,160
|
New
|
|
|
28
|
Kestra Private Wealth Services
Austin,
Texas
|
$945K
|
+$905K
|
+36,497
|
New
|
|
|
29
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$915K
|
+$33.1K
|
+1,335
|
+4%
|
|
|
30
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$915K
|
+$33.1K
|
+1,335
|
+4%
|
|
|
31
|
Diligent Investors
Redlands,
California
|
$445K
|
+$427K
|
+17,209
|
New
|
|
|
32
|
Realta Investment Advisors
Wilmington,
Delaware
|
$390K
|
+$92.2K
|
+3,715
|
+33%
|
|
|
33
|
Csenge Advisory Group
Clearwater,
Florida
|
$350K
|
+$2.95K
|
+119
|
+0.9%
|
|
|
34
|
Centric Wealth Management
Chicago,
Illinois
|
$314K
|
-$30.1K
|
-1,214
|
-9%
|
|
|
35
|
Summit Wealth Partners
Orlando,
Florida
|
$280K
|
-$63K
|
-2,539
|
-19%
|
|
|
36
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$212K
|
+$203K
|
+8,188
|
New
|
|
|
37
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$150K
|
+$144K
|
+5,810
|
New
|
|
|
38
|
UBS Group
Zurich,
Switzerland
|
$102K
|
+$96.2K
|
+3,877
|
+5,311%
|
|
|
39
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$34.5K
|
–
|
–
|
–
|
|
|
40
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3K
|
+$2.48K
|
+100
|
New
|
|
|
41
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$1.42K
|
–
|
–
|
–
|
|
|
42
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$479K
|
-19,829
|
Closed
|
|
|
43
|
Citadel Advisors
Miami,
Florida
|
–
|
-$275K
|
-11,373
|
Closed
|
|
|
44
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
–
|
-$231K
|
-9,560
|
Closed
|
|
|
45
|
Wells Fargo
San Francisco,
California
|
–
|
-$62.3K
|
-2,576
|
Closed
|
|
|
46
|
Trust Company
Manhattan,
Kansas
|
–
|
-$6.94K
|
-287
|
Closed
|
|
