|
26
|
Private Trust Company
Cleveland,
Ohio
|
$443K
|
+$432K
|
+8,418
|
New
|
|
|
27
|
Stifel Financial
St. Louis,
Missouri
|
$406K
|
+$395K
|
+7,710
|
New
|
|
|
28
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$369K
|
+$15.3K
|
+298
|
+4%
|
|
|
29
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$368K
|
+$54.4K
|
+1,061
|
+18%
|
|
|
30
|
Envestnet Asset Management
Chicago,
Illinois
|
$253K
|
+$247K
|
+4,810
|
New
|
|
|
31
|
Citadel Advisors
Miami,
Florida
|
$250K
|
+$244K
|
+4,752
|
New
|
|
|
32
|
Prospera Financial Services
Dallas,
Texas
|
$233K
|
+$227K
|
+4,420
|
New
|
|
|
33
|
Barnett & Company
Chattanooga,
Tennessee
|
$221K
|
+$215K
|
+4,200
|
New
|
|
|
34
|
|
$210K
|
–
|
–
|
–
|
|
|
35
|
Creative Financial Designs
Kokomo,
Indiana
|
$51.3K
|
+$50K
|
+975
|
New
|
|
|
36
|
Advisory Services Network
Atlanta,
Georgia
|
$25.3K
|
+$24.6K
|
+480
|
New
|
|
|
37
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$20.6K
|
+$15.3K
|
+298
|
+320%
|
|
|
38
|
Kerr Financial Planning
Fresno,
California
|
$13.3K
|
+$12.8K
|
+250
|
New
|
|
|
39
|
Principal Securities
Des Moines,
Iowa
|
$13K
|
+$12.7K
|
+248
|
New
|
|
|
40
|
AE Wealth Management
Topeka,
Kansas
|
$12.6K
|
+$12.3K
|
+240
|
New
|
|
|
41
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7K
|
+$205
|
+4
|
+3%
|
|
|
42
|
Caldwell Sutter Capital
Sausalito,
California
|
$3.95K
|
–
|
–
|
–
|
|
|
43
|
Farther Finance Advisors
San Francisco,
California
|
$2K
|
+$1.95K
|
+38
|
New
|
|
|
44
|
Wells Fargo
San Francisco,
California
|
$43
|
–
|
–
|
–
|
|
|
45
|
Fortis Group Advisors
Westwood,
New Jersey
|
–
|
-$1.11M
|
-21,918
|
Closed
|
|
|
46
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$50
|
-1
|
Closed
|
|
