|
51
|
|
$270K
|
+$290K
|
+9,505
|
New
|
|
|
52
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$270K
|
-$104K
|
-3,400
|
-26%
|
|
|
53
|
Semus Wealth Partners
Boca Raton,
Florida
|
$267K
|
+$286K
|
+9,401
|
New
|
|
|
54
|
Level Four Advisory Services
Dallas,
Texas
|
$258K
|
+$55.5K
|
+1,822
|
+25%
|
|
|
55
|
Raymond James Trust
St. Petersburg,
Florida
|
$233K
|
–
|
–
|
–
|
|
|
56
|
|
$230K
|
+$94.7K
|
+3,109
|
+62%
|
|
|
57
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$226K
|
+$5.39K
|
+177
|
+2%
|
|
|
58
|
Spire Wealth Management
Mclean,
Virginia
|
$222K
|
+$3.9K
|
+128
|
+2%
|
|
|
59
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$218K
|
+$5.18K
|
+170
|
+2%
|
|
|
60
|
|
$213K
|
+$3.05K
|
+100
|
+1%
|
|
|
61
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$204K
|
-$7.28K
|
-239
|
-3%
|
|
|
62
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$168K
|
–
|
–
|
–
|
|
|
63
|
Parallel Advisors
San Francisco,
California
|
$113K
|
-$82.5K
|
-2,708
|
-41%
|
|
|
64
|
Tradition Wealth Management
Edina,
Minnesota
|
$87K
|
+$62.9K
|
+2,066
|
+209%
|
|
|
65
|
Column Capital Advisors
Indianapolis,
Indiana
|
$84.4K
|
–
|
–
|
–
|
|
|
66
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$56.7K
|
–
|
–
|
–
|
|
|
67
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$43K
|
+$16.6K
|
+545
|
+56%
|
|
|
68
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$42.1K
|
+$44K
|
+1,444
|
New
|
|
|
69
|
Avior Wealth Management
Omaha,
Nebraska
|
$38.7K
|
–
|
–
|
–
|
|
|
70
|
Retirement Group
San Diego,
California
|
$35K
|
+$37.4K
|
+1,227
|
New
|
|
|
71
|
Belpointe Asset Management
Reno,
Nevada
|
$34.1K
|
+$36.6K
|
+1,202
|
New
|
|
|
72
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$33.7K
|
-$4.48K
|
-147
|
-11%
|
|
|
73
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$27.5K
|
–
|
–
|
–
|
|
|
74
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$26.5K
|
+$152
|
+5
|
+0.5%
|
|
|
75
|
HM Payson & Co
Portland,
Maine
|
$17K
|
–
|
–
|
–
|
|
