|
51
|
AssetMark Inc
Concord,
California
|
$686K
|
-$29K
|
-767
|
-4%
|
|
|
52
|
Wealth Forward LLC
Fargo,
North Dakota
|
$674K
|
-$10.9K
|
-288
|
-2%
|
|
|
53
|
Modera Wealth Management
Westwood,
New Jersey
|
$646K
|
–
|
–
|
–
|
|
|
54
|
Equitable Holdings
New York
|
$612K
|
-$122K
|
-3,213
|
-17%
|
|
|
55
|
Ausdal Financial Partners
Davenport,
Iowa
|
$572K
|
+$1.74K
|
+46
|
+0.3%
|
|
|
56
|
Sovereign Financial Group
Stamford,
Connecticut
|
$561K
|
+$127K
|
+3,355
|
+30%
|
|
|
57
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$531K
|
+$6.43K
|
+170
|
+1%
|
|
|
58
|
Prospera Financial Services
Dallas,
Texas
|
$512K
|
-$75.9K
|
-2,007
|
-13%
|
|
|
59
|
AE Wealth Management
Topeka,
Kansas
|
$508K
|
-$23.9K
|
-631
|
-5%
|
|
|
60
|
Valley Financial Group
Ambler,
Pennsylvania
|
$486K
|
-$12.7K
|
-337
|
-3%
|
|
|
61
|
Unique Wealth
Clearwater,
Florida
|
$482K
|
+$467K
|
+12,337
|
New
|
|
|
62
|
Silver Oak Securities
Jackson,
Tennessee
|
$460K
|
+$79K
|
+2,089
|
+22%
|
|
|
63
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$445K
|
–
|
–
|
–
|
|
|
64
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$429K
|
–
|
–
|
–
|
|
|
65
|
Moors & Cabot
Boston,
Massachusetts
|
$418K
|
+$405K
|
+10,697
|
New
|
|
|
66
|
Waterloo Capital
Austin,
Texas
|
$417K
|
+$60.9K
|
+1,610
|
+18%
|
|
|
67
|
Millington Financial Advisors
Naperville,
Illinois
|
$410K
|
+$13.9K
|
+368
|
+4%
|
|
|
68
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$403K
|
+$1.55K
|
+41
|
+0.4%
|
|
|
69
|
Valpey Financial Services
Concord,
New Hampshire
|
$377K
|
+$365K
|
+9,641
|
New
|
|
|
70
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$376K
|
-$3.78K
|
-100
|
-1%
|
|
|
71
|
Insight Wealth Partners
Plano,
Texas
|
$367K
|
–
|
–
|
–
|
|
|
72
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$355K
|
+$3.9K
|
+103
|
+1%
|
|
|
73
|
Creative Financial Designs
Kokomo,
Indiana
|
$355K
|
+$18K
|
+475
|
+6%
|
|
|
74
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$335K
|
+$2.84K
|
+75
|
+0.9%
|
|
|
75
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$331K
|
–
|
–
|
–
|
|
