|
51
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$282K
|
+$2.63K
|
+64
|
+0.9%
|
|
|
52
|
MML Investors Services
Springfield,
Massachusetts
|
$275K
|
+$276K
|
+6,721
|
New
|
|
|
53
|
Farther Finance Advisors
San Francisco,
California
|
$239K
|
+$120K
|
+2,936
|
+101%
|
|
|
54
|
Apella Capital
West Hartford,
Connecticut
|
$228K
|
+$228K
|
+5,562
|
New
|
|
|
55
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$217K
|
–
|
–
|
–
|
|
|
56
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$207K
|
+$533
|
+13
|
+0.3%
|
|
|
57
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$204K
|
+$37.4K
|
+912
|
+22%
|
|
|
58
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$203K
|
-$6.2K
|
-151
|
-3%
|
|
|
59
|
Tortoise Investment Management
White Plains,
New York
|
$181K
|
+$4.31K
|
+105
|
+2%
|
|
|
60
|
Biltmore Family Office
Charlotte,
North Carolina
|
$143K
|
–
|
–
|
–
|
|
|
61
|
IFP Advisors
Tampa,
Florida
|
$80.3K
|
-$123
|
-3
|
-0.2%
|
|
|
62
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$63.3K
|
-$328
|
-8
|
-0.5%
|
|
|
63
|
True Wealth Design
Akron,
Ohio
|
$59.2K
|
+$45.2K
|
+1,101
|
+319%
|
|
|
64
|
Blue Trust Inc
Alpharetta,
Georgia
|
$54K
|
+$53K
|
+1,291
|
New
|
|
|
65
|
UBS Group
Zurich,
Switzerland
|
$43K
|
+$43.1K
|
+1,051
|
New
|
|
|
66
|
Allworth Financial
Folsom,
California
|
$41.5K
|
-$90.1K
|
-2,196
|
-68%
|
|
|
67
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$26.8K
|
+$26.9K
|
+655
|
New
|
|
|
68
|
Annapolis Financial Services
Annapolis,
Maryland
|
$21.9K
|
–
|
–
|
–
|
|
|
69
|
Wells Fargo
San Francisco,
California
|
$18.7K
|
+$18.7K
|
+457
|
New
|
|
|
70
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.2K
|
–
|
–
|
–
|
|
|
71
|
TimeScale Financial
Danvers,
Massachusetts
|
$1.47K
|
+$1.48K
|
+36
|
New
|
|
|
72
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
+$985
|
+24
|
New
|
|
|
73
|
Litman Gregory Wealth Management
Larkspur,
California
|
–
|
-$1.13M
|
-27,241
|
Closed
|
|
|
74
|
Citadel Advisors
Miami,
Florida
|
–
|
-$406K
|
-9,797
|
Closed
|
|
|
75
|
Palo Alto Wealth Advisors
Palo Alto,
California
|
–
|
-$226K
|
-5,440
|
Closed
|
|
