|
51
|
Falcon Wealth Planning
Ontario,
California
|
$400K
|
-$65.5K
|
-1,440
|
-15%
|
|
|
52
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$381K
|
-$49.2K
|
-1,080
|
-12%
|
|
|
53
|
Kestra Advisory Services
Austin,
Texas
|
$368K
|
+$18.1K
|
+398
|
+5%
|
|
|
54
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$364K
|
-$10.8K
|
-237
|
-3%
|
|
|
55
|
Kestra Private Wealth Services
Austin,
Texas
|
$348K
|
+$17.5K
|
+385
|
+6%
|
|
|
56
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$343K
|
+$4.42K
|
+97
|
+1%
|
|
|
57
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$297K
|
+$7.24K
|
+159
|
+3%
|
|
|
58
|
MML Investors Services
Springfield,
Massachusetts
|
$282K
|
-$195K
|
-4,283
|
-42%
|
|
|
59
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$281K
|
–
|
–
|
–
|
|
|
60
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$273K
|
+$12.2K
|
+268
|
+5%
|
|
|
61
|
KilterHowling LLC
Boulder,
Colorado
|
$254K
|
+$16.3K
|
+358
|
+7%
|
|
|
62
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$252K
|
+$40.2K
|
+883
|
+20%
|
|
|
63
|
Beacon Pointe Advisors
Newport Beach,
California
|
$246K
|
+$237K
|
+5,203
|
New
|
|
|
64
|
JFG Wealth Management
Denver,
Colorado
|
$242K
|
–
|
–
|
–
|
|
|
65
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$205K
|
+$198K
|
+4,340
|
New
|
|
|
66
|
Clarity Asset Management
Ames,
Iowa
|
$172K
|
+$166K
|
+3,643
|
New
|
|
|
67
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$159K
|
+$125K
|
+2,740
|
+435%
|
|
|
68
|
Principal Securities
Des Moines,
Iowa
|
$143K
|
+$138K
|
+3,027
|
New
|
|
|
69
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$142K
|
-$147K
|
-3,240
|
-52%
|
|
|
70
|
WealthShield Partners
Cary,
North Carolina
|
$117K
|
-$910
|
-20
|
-0.8%
|
|
|
71
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$115K
|
-$81.9K
|
-1,800
|
-42%
|
|
|
72
|
Sachetta
Lynnfield,
Massachusetts
|
$91.6K
|
+$88.3K
|
+1,940
|
New
|
|
|
73
|
Clearstead Advisors
Cleveland,
Ohio
|
$81.6K
|
–
|
–
|
–
|
|
|
74
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$76.8K
|
+$319
|
+7
|
+0.4%
|
|
|
75
|
Trust Company
Manhattan,
Kansas
|
$65.7K
|
+$11.2K
|
+245
|
+21%
|
|
