|
26
|
Creative Planning
Overland Park,
Kansas
|
$229K
|
+$224K
|
+21,668
|
New
|
|
|
27
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$219K
|
–
|
–
|
–
|
|
|
28
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$212K
|
–
|
–
|
–
|
|
|
29
|
Savvy Advisors Inc
New York
|
$180K
|
+$176K
|
+17,030
|
New
|
|
|
30
|
Everett Harris & Co
Los Angeles,
California
|
$170K
|
–
|
–
|
–
|
|
|
31
|
Kercheville Advisors
San Antonio,
Texas
|
$169K
|
–
|
–
|
–
|
|
|
32
|
TCFG Wealth Management
Laguna Niguel,
California
|
$143K
|
–
|
–
|
–
|
|
|
33
|
Stifel Financial
St. Louis,
Missouri
|
$142K
|
+$139K
|
+13,450
|
New
|
|
|
34
|
Mariner
Overland Park,
Kansas
|
$139K
|
+$124
|
+12
|
+0.1%
|
|
|
35
|
RB Capital Management
Reno,
Nevada
|
$131K
|
+$2.39K
|
+232
|
+2%
|
|
|
36
|
WestHill Financial Advisors
San Rafael,
California
|
$126K
|
–
|
–
|
–
|
|
|
37
|
Mirador Capital Partners
Pleasanton,
California
|
$125K
|
+$10
|
+1
|
+0%
|
|
|
38
|
TriaGen Wealth Management
Calabasas,
California
|
$109K
|
–
|
–
|
–
|
|
|
39
|
HCR Wealth Advisors
Los Angeles,
California
|
$105K
|
+$103K
|
+10,000
|
New
|
|
|
40
|
US Bancorp
Minneapolis,
Minnesota
|
$102K
|
+$98.9K
|
+9,590
|
New
|
|
|
41
|
Hollencrest Capital Management
Newport Beach,
California
|
$54.7K
|
–
|
–
|
–
|
|
|
42
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$17.2K
|
–
|
–
|
–
|
|
|
43
|
Rockefeller Capital Management
New York
|
$15.9K
|
+$15.5K
|
+1,506
|
New
|
|
|
44
|
|
$15.4K
|
–
|
–
|
–
|
|
|
45
|
ORG Partners
Roanoke,
Indiana
|
$10.6K
|
–
|
–
|
–
|
|
|
46
|
Allworth Financial
Folsom,
California
|
$9.31K
|
+$2.01K
|
+195
|
+29%
|
|
|
47
|
NBT Bank
Norwich,
New York
|
$9.26K
|
–
|
–
|
–
|
|
|
48
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
–
|
-$334K
|
-32,167
|
Closed
|
|
|
49
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
–
|
-$216K
|
-20,869
|
Closed
|
|
|
50
|
Mercer Global Advisors
Denver,
Colorado
|
–
|
-$177K
|
-17,031
|
Closed
|
|
