|
51
|
PrairieView Partners
St. Paul,
Minnesota
|
$426K
|
-$49K
|
-1,047
|
-10%
|
|
|
52
|
Falcon Wealth Planning
Ontario,
California
|
$424K
|
+$26.7K
|
+570
|
+7%
|
|
|
53
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$388K
|
+$27.2K
|
+582
|
+8%
|
|
|
54
|
Retirement Capital Strategies
San Jose,
California
|
$378K
|
-$212K
|
-4,534
|
-36%
|
|
|
55
|
PFG Investments
Woodbury,
New York
|
$367K
|
+$366K
|
+7,836
|
New
|
|
|
56
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$351K
|
+$9.96K
|
+213
|
+3%
|
|
|
57
|
Kestra Advisory Services
Austin,
Texas
|
$348K
|
-$17.4K
|
-373
|
-5%
|
|
|
58
|
MML Investors Services
Springfield,
Massachusetts
|
$341K
|
+$61.2K
|
+1,308
|
+22%
|
|
|
59
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$339K
|
+$181K
|
+3,870
|
+115%
|
|
|
60
|
Gould Asset Management
Claremont,
California
|
$298K
|
+$297K
|
+6,350
|
New
|
|
|
61
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$295K
|
+$327
|
+7
|
+0.1%
|
|
|
62
|
Concentric Wealth Management
Lafayette,
California
|
$281K
|
+$281K
|
+6,000
|
New
|
|
|
63
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$279K
|
–
|
–
|
–
|
|
|
64
|
JFG Wealth Management
Denver,
Colorado
|
$261K
|
+$20.8K
|
+445
|
+9%
|
|
|
65
|
KilterHowling LLC
Boulder,
Colorado
|
$247K
|
-$6.69K
|
-143
|
-3%
|
|
|
66
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$234K
|
+$92.8K
|
+1,984
|
+66%
|
|
|
67
|
Elevated Capital Advisors
Sandy,
Utah
|
$226K
|
+$225K
|
+4,818
|
New
|
|
|
68
|
Beacon Pointe Advisors
Newport Beach,
California
|
$219K
|
-$25.2K
|
-538
|
-10%
|
|
|
69
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$211K
|
-$39.2K
|
-838
|
-16%
|
|
|
70
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$204K
|
–
|
–
|
–
|
|
|
71
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$202K
|
-$175K
|
-3,744
|
-46%
|
|
|
72
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$189K
|
+$190K
|
+4,070
|
New
|
|
|
73
|
Clarity Asset Management
Ames,
Iowa
|
$168K
|
-$2.57K
|
-55
|
-2%
|
|
|
74
|
Principal Securities
Des Moines,
Iowa
|
$157K
|
+$14.9K
|
+318
|
+11%
|
|
|
75
|
Avior Wealth Management
Omaha,
Nebraska
|
$134K
|
+$134K
|
+2,867
|
New
|
|
