|
51
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$489K
|
+$278
|
+4
|
+0.1%
|
|
|
52
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$480K
|
+$141K
|
+2,024
|
+40%
|
|
|
53
|
|
$462K
|
+$471K
|
+6,780
|
New
|
|
|
54
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$457K
|
+$57.6K
|
+830
|
+14%
|
|
|
55
|
Opes Wealth Management
Menlo Park,
California
|
$442K
|
+$25K
|
+360
|
+6%
|
|
|
56
|
Perigon Wealth Management
San Francisco,
California
|
$425K
|
+$8.19K
|
+118
|
+2%
|
|
|
57
|
Raymond James Financial
St Petersburg,
Florida
|
$423K
|
+$430K
|
+6,199
|
New
|
|
|
58
|
Valmark Advisers
Akron,
Ohio
|
$420K
|
–
|
–
|
–
|
|
|
59
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$407K
|
-$33K
|
-476
|
-7%
|
|
|
60
|
Lido Advisors
Los Angeles,
California
|
$383K
|
–
|
–
|
–
|
|
|
61
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$353K
|
+$28.9K
|
+416
|
+9%
|
|
|
62
|
Wealthspire Advisors (New York)
New York
|
$351K
|
+$357K
|
+5,144
|
New
|
|
|
63
|
Belpointe Asset Management
Reno,
Nevada
|
$343K
|
–
|
–
|
–
|
|
|
64
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$343K
|
–
|
–
|
–
|
|
|
65
|
Kestra Advisory Services
Austin,
Texas
|
$302K
|
+$308K
|
+4,432
|
New
|
|
|
66
|
MML Investors Services
Springfield,
Massachusetts
|
$301K
|
-$158K
|
-2,276
|
-34%
|
|
|
67
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$294K
|
-$12.2K
|
-175
|
-4%
|
|
|
68
|
Private Client Services
Louisville,
Kentucky
|
$274K
|
-$33.4K
|
-481
|
-11%
|
|
|
69
|
Verisail Partners
Chamblee,
Georgia
|
$254K
|
+$258K
|
+3,718
|
New
|
|
|
70
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$234K
|
+$4.51K
|
+65
|
+2%
|
|
|
71
|
Maridea Wealth Management
Brooklyn,
New York
|
$228K
|
+$232K
|
+3,339
|
New
|
|
|
72
|
Keener Financial Planning
Keller,
Texas
|
$203K
|
+$24K
|
+346
|
+13%
|
|
|
73
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$200K
|
+$204K
|
+2,933
|
New
|
|
|
74
|
US Bancorp
Minneapolis,
Minnesota
|
$191K
|
–
|
–
|
–
|
|
|
75
|
Avior Wealth Management
Omaha,
Nebraska
|
$132K
|
+$5.76K
|
+83
|
+4%
|
|
