|
51
|
Clearstead Advisors
Cleveland,
Ohio
|
$368K
|
+$373K
|
+14,374
|
New
|
|
|
52
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$362K
|
+$77.7K
|
+2,990
|
+27%
|
|
|
53
|
Citadel Advisors
Miami,
Florida
|
$353K
|
+$359K
|
+13,809
|
New
|
|
|
54
|
Net Worth Advisory Group
Sandy,
Utah
|
$346K
|
+$352K
|
+13,534
|
New
|
|
|
55
|
Farther Finance Advisors
San Francisco,
California
|
$336K
|
-$122K
|
-4,701
|
-26%
|
|
|
56
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$306K
|
-$378K
|
-14,543
|
-55%
|
|
|
57
|
Simplicity Wealth
Summit,
New Jersey
|
$262K
|
+$266K
|
+10,248
|
New
|
|
|
58
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$262K
|
+$43.2K
|
+1,664
|
+19%
|
|
|
59
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$255K
|
+$41K
|
+1,578
|
+19%
|
|
|
60
|
IMA Advisory Services
Denver,
Colorado
|
$217K
|
+$11.9K
|
+459
|
+6%
|
|
|
61
|
Key Financial Inc
West Chester,
Pennsylvania
|
$210K
|
+$20.5K
|
+790
|
+11%
|
|
|
62
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$210K
|
–
|
–
|
–
|
|
|
63
|
Wealth Quarterback
Toms River,
New Jersey
|
$206K
|
+$209K
|
+8,045
|
New
|
|
|
64
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$147K
|
–
|
–
|
–
|
|
|
65
|
Geneos Wealth Management
Englewood,
Colorado
|
$137K
|
+$76K
|
+2,926
|
+120%
|
|
|
66
|
Asset Dedication LLC
San Francisco,
California
|
$104K
|
+$105K
|
+4,046
|
New
|
|
|
67
|
Larson Financial Group
St Louis,
Missouri
|
$68.9K
|
+$468
|
+18
|
+0.7%
|
|
|
68
|
Advisory Services Network
Atlanta,
Georgia
|
$53.8K
|
+$54.7K
|
+2,104
|
New
|
|
|
69
|
Gilpin Wealth Management
Denver,
Colorado
|
$52.3K
|
–
|
–
|
–
|
|
|
70
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$48.9K
|
-$1.14M
|
-43,974
|
-96%
|
|
|
71
|
Horizons Wealth Management
Asheville,
North Carolina
|
$36.6K
|
–
|
–
|
–
|
|
|
72
|
Bitterroot Capital Advisors
Bozeman,
Montana
|
$24.4K
|
-$163K
|
-6,266
|
-87%
|
|
|
73
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$13.3K
|
–
|
–
|
–
|
|
|
74
|
Community Financial Services Group
Newport,
Vermont
|
$3.21K
|
+$3.25K
|
+125
|
New
|
|
|
75
|
Private Trust Company
Cleveland,
Ohio
|
$2.2K
|
–
|
–
|
–
|
|
