|
51
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.17M
|
–
|
–
|
–
|
|
|
52
|
Farther Finance Advisors
San Francisco,
California
|
$1.12M
|
+$740K
|
+9,549
|
+197%
|
|
|
53
|
Insight Advisors
Newtown,
Pennsylvania
|
$1.12M
|
-$12.9K
|
-166
|
-1%
|
|
|
54
|
Creative Planning
Overland Park,
Kansas
|
$908K
|
-$7.51K
|
-97
|
-0.8%
|
|
|
55
|
Americana Partners
Houston,
Texas
|
$766K
|
+$759K
|
+9,804
|
New
|
|
|
56
|
Truist Financial
Charlotte,
North Carolina
|
$738K
|
-$44.3K
|
-572
|
-6%
|
|
|
57
|
Citadel Advisors
Miami,
Florida
|
$711K
|
+$705K
|
+9,107
|
New
|
|
|
58
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$657K
|
-$3.18K
|
-41
|
-0.5%
|
|
|
59
|
GSB Wealth Management
Guilford,
Connecticut
|
$616K
|
+$6.43K
|
+83
|
+1%
|
|
|
60
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$614K
|
+$310
|
+4
|
+0.1%
|
|
|
61
|
Vise Technologies
New York
|
$608K
|
+$603K
|
+7,787
|
New
|
|
|
62
|
Elevation Wealth Management
Eden Prairie,
Minnesota
|
$588K
|
-$7.98K
|
-103
|
-1%
|
|
|
63
|
Summit Financial
Parsippany,
New Jersey
|
$576K
|
-$11.6K
|
-150
|
-2%
|
|
|
64
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$547K
|
+$17.7K
|
+229
|
+3%
|
|
|
65
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$518K
|
+$6.66K
|
+86
|
+1%
|
|
|
66
|
Richardson Financial Services
Medway,
Massachusetts
|
$505K
|
+$18.9K
|
+244
|
+4%
|
|
|
67
|
Miracle Mile Advisors
Los Angeles,
California
|
$497K
|
-$13.2K
|
-171
|
-3%
|
|
|
68
|
NewEdge Advisors
New Orleans,
Louisiana
|
$486K
|
+$171K
|
+2,213
|
+55%
|
|
|
69
|
Cobblestone Asset Management
Richmond,
Virginia
|
$472K
|
-$302K
|
-3,905
|
-39%
|
|
|
70
|
Ignite Planners
San Clemente,
California
|
$429K
|
-$34.9K
|
-451
|
-8%
|
|
|
71
|
Fidelity Investments
Boston,
Massachusetts
|
$366K
|
+$119K
|
+1,534
|
+49%
|
|
|
72
|
MB Generational Wealth
Spokane,
Washington
|
$347K
|
–
|
–
|
–
|
|
|
73
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$301K
|
+$56.8K
|
+733
|
+23%
|
|
|
74
|
Ameriprise
Minneapolis,
Minnesota
|
$299K
|
-$78.9K
|
-1,018
|
-21%
|
|
|
75
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$298K
|
-$24.6K
|
-317
|
-8%
|
|
