|
51
|
Clearstead Advisors
Cleveland,
Ohio
|
$549K
|
–
|
–
|
–
|
|
|
52
|
NWF Advisory Services
Los Angeles,
California
|
$522K
|
+$96.5K
|
+3,601
|
+22%
|
|
|
53
|
Farther Finance Advisors
San Francisco,
California
|
$502K
|
+$510K
|
+19,024
|
New
|
|
|
54
|
SageView Advisory Group
Newport Beach,
California
|
$466K
|
–
|
–
|
–
|
|
|
55
|
Creative Planning
Overland Park,
Kansas
|
$466K
|
+$476K
|
+17,750
|
New
|
|
|
56
|
Alchemi Wealth
Essex,
Connecticut
|
$457K
|
+$64.4K
|
+2,405
|
+16%
|
|
|
57
|
Sterling Financial Planning
Sparta,
New Jersey
|
$419K
|
+$28.9K
|
+1,077
|
+7%
|
|
|
58
|
Krilogy Financial
St. Louis,
Missouri
|
$380K
|
+$81.1K
|
+3,025
|
+29%
|
|
|
59
|
PCA Investment Advisory Services
Cincinnati,
Ohio
|
$380K
|
+$387K
|
+14,445
|
New
|
|
|
60
|
Maridea Wealth Management
Brooklyn,
New York
|
$341K
|
+$65K
|
+2,425
|
+23%
|
|
|
61
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$337K
|
+$344K
|
+12,824
|
New
|
|
|
62
|
Rockefeller Capital Management
New York
|
$311K
|
+$314K
|
+11,700
|
+8,478%
|
|
|
63
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$299K
|
+$305K
|
+11,370
|
New
|
|
|
64
|
Stifel Financial
St. Louis,
Missouri
|
$291K
|
+$55K
|
+2,054
|
+23%
|
|
|
65
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$77.1K
|
+$12.6K
|
+469
|
+19%
|
|
|
66
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$19.8K
|
+$80
|
+3
|
+0.4%
|
|
|
67
|
Steward Partners Investment Advisory
New York
|
$12.1K
|
+$12.3K
|
+460
|
New
|
|
|
68
|
Bessemer Group
Woodbridge,
New Jersey
|
$11K
|
–
|
–
|
–
|
|
|
69
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$8.86K
|
+$9.03K
|
+337
|
New
|
|
|
70
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.83K
|
+$3.97K
|
+148
|
New
|
|
|
71
|
|
$48
|
+$27
|
+1
|
New
|
|
|
72
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.18M
|
-46,341
|
Closed
|
|
|
73
|
|
–
|
-$1.14M
|
-44,709
|
Closed
|
|
