|
51
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.1M
|
–
|
–
|
–
|
|
|
52
|
Insight Advisors
Newtown,
Pennsylvania
|
$1.06M
|
+$2.04K
|
+27
|
+0.2%
|
|
|
53
|
Creative Planning
Overland Park,
Kansas
|
$857K
|
+$12.9K
|
+171
|
+1%
|
|
|
54
|
Truist Financial
Charlotte,
North Carolina
|
$733K
|
-$10.6K
|
-140
|
-1%
|
|
|
55
|
Cobblestone Asset Management
Richmond,
Virginia
|
$728K
|
+$246K
|
+3,249
|
+48%
|
|
|
56
|
Bay Colony Advisors
Concord,
Massachusetts
|
$694K
|
-$206K
|
-2,722
|
-22%
|
|
|
57
|
Bank of New York Mellon
New York
|
$636K
|
-$1.76M
|
-23,289
|
-73%
|
|
|
58
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$618K
|
+$216K
|
+2,857
|
+51%
|
|
|
59
|
Golden State Equity Partners
South Coast Metro,
California
|
$615K
|
+$636K
|
+8,404
|
New
|
|
|
60
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$574K
|
-$106K
|
-1,403
|
-15%
|
|
|
61
|
GSB Wealth Management
Guilford,
Connecticut
|
$570K
|
–
|
–
|
–
|
|
|
62
|
Elevation Wealth Management
Eden Prairie,
Minnesota
|
$559K
|
-$507K
|
-6,703
|
-47%
|
|
|
63
|
Summit Financial
Parsippany,
New Jersey
|
$550K
|
+$569K
|
+7,525
|
New
|
|
|
64
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$495K
|
+$106K
|
+1,398
|
+26%
|
|
|
65
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$479K
|
+$496K
|
+6,551
|
New
|
|
|
66
|
Miracle Mile Advisors
Los Angeles,
California
|
$478K
|
-$32K
|
-423
|
-6%
|
|
|
67
|
Richardson Financial Services
Medway,
Massachusetts
|
$455K
|
-$31.9K
|
-422
|
-6%
|
|
|
68
|
Ignite Planners
San Clemente,
California
|
$434K
|
-$800K
|
-10,580
|
-64%
|
|
|
69
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$389K
|
-$415K
|
-5,485
|
-51%
|
|
|
70
|
IFP Advisors
Tampa,
Florida
|
$362K
|
-$28.1K
|
-371
|
-7%
|
|
|
71
|
Farther Finance Advisors
San Francisco,
California
|
$361K
|
-$15.3K
|
-202
|
-4%
|
|
|
72
|
Ameriprise
Minneapolis,
Minnesota
|
$354K
|
-$3.93K
|
-52
|
-1%
|
|
|
73
|
MB Generational Wealth
Spokane,
Washington
|
$325K
|
–
|
–
|
–
|
|
|
74
|
Park Avenue Securities
New York
|
$311K
|
–
|
–
|
–
|
|
|
75
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$304K
|
-$84.5K
|
-1,117
|
-21%
|
|
