|
51
|
Union Savings Bank
Litchfield,
Connecticut
|
$350K
|
+$350K
|
+6,931
|
New
|
|
|
52
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$349K
|
+$49.1K
|
+972
|
+16%
|
|
|
53
|
Citadel Advisors
Miami,
Florida
|
$334K
|
+$19.4K
|
+384
|
+6%
|
|
|
54
|
Osaic Holdings
Scottsdale,
Arizona
|
$313K
|
-$395K
|
-7,815
|
-56%
|
|
|
55
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$303K
|
+$253
|
+5
|
+0.1%
|
|
|
56
|
Graybill Wealth Management
Elmhurst,
Illinois
|
$303K
|
–
|
–
|
–
|
|
|
57
|
Integrated Advisors Network
Dallas,
Texas
|
$300K
|
–
|
–
|
–
|
|
|
58
|
Stone Summit Wealth
Miami,
Florida
|
$294K
|
+$295K
|
+5,834
|
New
|
|
|
59
|
NWF Advisory Services
Los Angeles,
California
|
$270K
|
–
|
–
|
–
|
|
|
60
|
Mutual Advisors
Omaha,
Nebraska
|
$252K
|
–
|
–
|
–
|
|
|
61
|
Bridgewater Advisors
New York
|
$232K
|
+$231K
|
+4,577
|
New
|
|
|
62
|
Shira Ridge Wealth Management
Larkspur,
California
|
$223K
|
-$1.06K
|
-21
|
-0.5%
|
|
|
63
|
Peak Financial Management
Wellesley,
Massachusetts
|
$222K
|
–
|
–
|
–
|
|
|
64
|
Farther Finance Advisors
San Francisco,
California
|
$219K
|
-$27.6K
|
-547
|
-11%
|
|
|
65
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$217K
|
–
|
–
|
–
|
|
|
66
|
Chatterton & Associates
Anaheim,
California
|
$213K
|
+$214K
|
+4,231
|
New
|
|
|
67
|
River's Edge Wealth Management
Beaver,
Pennsylvania
|
$208K
|
+$208K
|
+4,111
|
New
|
|
|
68
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$202K
|
-$37.9K
|
-750
|
-16%
|
|
|
69
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$201K
|
+$201K
|
+3,976
|
New
|
|
|
70
|
|
$126K
|
–
|
–
|
–
|
|
|
71
|
|
$113K
|
+$67.7K
|
+1,339
|
+147%
|
|
|
72
|
Cheviot Value Management
Beverly Hills,
California
|
$88.6K
|
–
|
–
|
–
|
|
|
73
|
Kestra Advisory Services
Austin,
Texas
|
$87.1K
|
+$87.2K
|
+1,726
|
New
|
|
|
74
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$55.6K
|
+$17.8K
|
+353
|
+47%
|
|
|
75
|
Sunrise Financial Services
Burien,
Washington
|
$50.5K
|
+$50.5K
|
+1,000
|
New
|
|
