|
51
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$470K
|
+$108K
|
+2,355
|
+30%
|
|
|
52
|
Lane & Associates
Moorestown,
New Jersey
|
$434K
|
-$96.7K
|
-2,107
|
-18%
|
|
|
53
|
Ascent Group
Virginia Beach,
Virginia
|
$433K
|
+$16.3K
|
+355
|
+4%
|
|
|
54
|
GeoWealth Management
Chicago,
Illinois
|
$391K
|
-$137K
|
-2,996
|
-26%
|
|
|
55
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$370K
|
-$149K
|
-3,258
|
-29%
|
|
|
56
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$319K
|
+$2.94K
|
+64
|
+0.9%
|
|
|
57
|
Cetera Advisors
Denver,
Colorado
|
$286K
|
+$43.4K
|
+947
|
+18%
|
|
|
58
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$265K
|
-$60.1K
|
-1,310
|
-19%
|
|
|
59
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$263K
|
+$10.1K
|
+220
|
+4%
|
|
|
60
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$249K
|
-$40.7K
|
-887
|
-14%
|
|
|
61
|
Security Financial Services
Fort Wayne,
Indiana
|
$235K
|
+$14.5K
|
+317
|
+7%
|
|
|
62
|
Truist Financial
Charlotte,
North Carolina
|
$231K
|
–
|
–
|
–
|
|
|
63
|
Farther Finance Advisors
San Francisco,
California
|
$230K
|
+$26.7K
|
+583
|
+13%
|
|
|
64
|
TFB Advisors
Overland Park,
Kansas
|
$229K
|
+$232K
|
+5,064
|
New
|
|
|
65
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$224K
|
-$46.5K
|
-1,013
|
-17%
|
|
|
66
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$222K
|
+$8.95K
|
+195
|
+4%
|
|
|
67
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$221K
|
-$393K
|
-8,575
|
-64%
|
|
|
68
|
CGN Advisors
Manhattan,
Kansas
|
$205K
|
+$204K
|
+4,440
|
New
|
|
|
69
|
Raymond James Trust
St. Petersburg,
Florida
|
$204K
|
-$363K
|
-7,921
|
-64%
|
|
|
70
|
Matthew Hamilton Rosenberg
|
$176K
|
–
|
–
|
–
|
|
|
71
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$159K
|
+$20.8K
|
+453
|
+15%
|
|
|
72
|
Private Trust Company
Cleveland,
Ohio
|
$147K
|
–
|
–
|
–
|
|
|
73
|
Richardson Financial Services
Medway,
Massachusetts
|
$128K
|
+$1.38K
|
+30
|
+1%
|
|
|
74
|
IFP Advisors
Tampa,
Florida
|
$111K
|
+$20.5K
|
+446
|
+23%
|
|
|
75
|
Global Retirement Partners
San Rafael,
California
|
$79.3K
|
+$5.09K
|
+111
|
+7%
|
|
