|
51
|
Falcon Wealth Planning
Ontario,
California
|
$244K
|
+$243K
|
+5,306
|
New
|
|
|
52
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$237K
|
-$5.81K
|
-127
|
-2%
|
|
|
53
|
JFG Wealth Management
Denver,
Colorado
|
$236K
|
+$234K
|
+5,126
|
New
|
|
|
54
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$233K
|
+$46
|
+1
|
+0%
|
|
|
55
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$229K
|
+$228K
|
+4,975
|
New
|
|
|
56
|
KilterHowling LLC
Boulder,
Colorado
|
$226K
|
-$4.89K
|
-107
|
-2%
|
|
|
57
|
Mutual Advisors
Omaha,
Nebraska
|
$208K
|
+$207K
|
+4,518
|
New
|
|
|
58
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$171K
|
+$79.4K
|
+1,737
|
+88%
|
|
|
59
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$151K
|
-$27.7K
|
-606
|
-16%
|
|
|
60
|
Advisornet Financial
Minnetonka,
Minnesota
|
$147K
|
–
|
–
|
–
|
|
|
61
|
Tradition Wealth Management
Edina,
Minnesota
|
$132K
|
+$16.2K
|
+355
|
+14%
|
|
|
62
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$125K
|
-$33.4K
|
-730
|
-21%
|
|
|
63
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$109K
|
+$54K
|
+1,180
|
+99%
|
|
|
64
|
Clearstead Advisors
Cleveland,
Ohio
|
$79.4K
|
–
|
–
|
–
|
|
|
65
|
IFP Advisors
Tampa,
Florida
|
$77K
|
-$869
|
-19
|
-1%
|
|
|
66
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$67.6K
|
+$183
|
+4
|
+0.3%
|
|
|
67
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$59.8K
|
–
|
–
|
–
|
|
|
68
|
WFA of San Diego
San Diego,
California
|
$51.1K
|
+$50.9K
|
+1,112
|
New
|
|
|
69
|
BBJS Financial Advisors
Seattle,
Washington
|
$50.6K
|
+$50.3K
|
+1,100
|
New
|
|
|
70
|
Horan Securities
Cincinnati,
United States
|
$44K
|
+$8.6K
|
+188
|
+24%
|
|
|
71
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$42K
|
–
|
–
|
–
|
|
|
72
|
Live Oak Investment Partners
Austin,
Texas
|
$41.5K
|
–
|
–
|
–
|
|
|
73
|
Spire Wealth Management
Mclean,
Virginia
|
$37K
|
–
|
–
|
–
|
|
|
74
|
Baker Avenue Asset Management
San Francisco,
California
|
$34K
|
+$33.8K
|
+740
|
New
|
|
|
75
|
Lakewood Asset Management
Naperville,
Illinois
|
$28K
|
+$27.4K
|
+600
|
New
|
|
