|
51
|
Bayshore Asset Management
Coral Gables,
Florida
|
$380K
|
+$3.49K
|
+86
|
+0.9%
|
|
|
52
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$364K
|
-$42.2K
|
-1,040
|
-10%
|
|
|
53
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$360K
|
+$388K
|
+9,556
|
+39,817%
|
|
|
54
|
Apella Capital
West Hartford,
Connecticut
|
$322K
|
+$122K
|
+3,005
|
+54%
|
|
|
55
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$289K
|
+$9.61K
|
+237
|
+3%
|
|
|
56
|
Farther Finance Advisors
San Francisco,
California
|
$287K
|
+$72.6K
|
+1,791
|
+31%
|
|
|
57
|
Abacus Planning Group
Columbia,
South Carolina
|
$275K
|
+$324
|
+8
|
+0.1%
|
|
|
58
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$263K
|
+$68.6K
|
+1,692
|
+32%
|
|
|
59
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$233K
|
-$28.1K
|
-693
|
-10%
|
|
|
60
|
NWAM LLC
Mercer Island,
Washington
|
$207K
|
-$307K
|
-7,569
|
-58%
|
|
|
61
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$195K
|
+$10.4K
|
+256
|
+5%
|
|
|
62
|
Tortoise Investment Management
White Plains,
New York
|
$147K
|
-$20.3K
|
-500
|
-11%
|
|
|
63
|
Biltmore Family Office
Charlotte,
North Carolina
|
$131K
|
–
|
–
|
–
|
|
|
64
|
IFP Advisors
Tampa,
Florida
|
$118K
|
+$48.2K
|
+1,189
|
+61%
|
|
|
65
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$92.4K
|
+$99.7K
|
+2,459
|
New
|
|
|
66
|
Blue Trust Inc
Alpharetta,
Georgia
|
$53K
|
–
|
–
|
–
|
|
|
67
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$32.3K
|
-$27.7K
|
-684
|
-44%
|
|
|
68
|
Annapolis Financial Services
Annapolis,
Maryland
|
$28.4K
|
+$9K
|
+222
|
+42%
|
|
|
69
|
Allworth Financial
Folsom,
California
|
$26.6K
|
-$12.3K
|
-304
|
-30%
|
|
|
70
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$23.4K
|
-$1.3K
|
-32
|
-5%
|
|
|
71
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19K
|
+$20.4K
|
+502
|
New
|
|
|
72
|
Wells Fargo
San Francisco,
California
|
$17.2K
|
–
|
–
|
–
|
|
|
73
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.51K
|
-$2.03K
|
-50
|
-20%
|
|
|
74
|
NewEdge Advisors
New Orleans,
Louisiana
|
$6.31K
|
+$6.81K
|
+168
|
New
|
|
|
75
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.09K
|
+$6.57K
|
+162
|
New
|
|
