|
101
|
Claro Advisors
Boston,
Massachusetts
|
$325K
|
+$303
|
+10
|
+0.1%
|
|
|
102
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$323K
|
-$3.94K
|
-130
|
-1%
|
|
|
103
|
Maia Wealth
Denver,
Colorado
|
$311K
|
-$9.16K
|
-302
|
-3%
|
|
|
104
|
Blue Trust Inc
Alpharetta,
Georgia
|
$300K
|
-$11.3K
|
-373
|
-4%
|
|
|
105
|
Freedom Investment Management
Hartford,
Connecticut
|
$281K
|
-$12K
|
-395
|
-4%
|
|
|
106
|
Continuum Advisory
Eagle,
Idaho
|
$255K
|
+$90.5K
|
+2,985
|
+57%
|
|
|
107
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$248K
|
+$244K
|
+8,058
|
New
|
|
|
108
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$248K
|
-$50.4K
|
-1,661
|
-17%
|
|
|
109
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$245K
|
+$73.3K
|
+2,416
|
+44%
|
|
|
110
|
Steward Partners Investment Advisory
New York
|
$242K
|
+$79.4K
|
+2,618
|
+50%
|
|
|
111
|
Prospera Financial Services
Dallas,
Texas
|
$237K
|
–
|
–
|
–
|
|
|
112
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$234K
|
+$231K
|
+7,600
|
New
|
|
|
113
|
Signal Advisors Wealth
Detroit,
Michigan
|
$231K
|
+$227K
|
+7,480
|
New
|
|
|
114
|
Avantax Advisory Services
Dallas,
Texas
|
$228K
|
-$334
|
-11
|
-0.1%
|
|
|
115
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$223K
|
–
|
–
|
–
|
|
|
116
|
Talon Private Wealth
The Villages,
Florida
|
$203K
|
+$199K
|
+6,576
|
New
|
|
|
117
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$200K
|
+$197K
|
+6,503
|
New
|
|
|
118
|
Bank of America
Charlotte,
North Carolina
|
$184K
|
+$181K
|
+5,953
|
New
|
|
|
119
|
Legacy Investment Solutions
Meridian,
Idaho
|
$83.3K
|
+$80.9K
|
+2,666
|
New
|
|
|
120
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$83.3K
|
+$80.9K
|
+2,666
|
New
|
|
|
121
|
WealthShield Partners
Cary,
North Carolina
|
$80.7K
|
+$79.4K
|
+2,618
|
New
|
|
|
122
|
GHP Investment Advisors
Denver,
Colorado
|
$77.3K
|
–
|
–
|
–
|
|
|
123
|
Caitlin John
Brighton,
Michigan
|
$49.5K
|
–
|
–
|
–
|
|
|
124
|
Clear Point Advisors
Melville,
New York
|
$30.8K
|
–
|
–
|
–
|
|
|
125
|
Principal Securities
Des Moines,
Iowa
|
$29.4K
|
–
|
–
|
–
|
|
