|
51
|
Envestnet Asset Management
Chicago,
Illinois
|
$271K
|
+$274K
|
+5,445
|
New
|
|
|
52
|
Gradient Capital Advisors
San Diego,
California
|
$268K
|
–
|
–
|
–
|
|
|
53
|
Corient Private Wealth
Miami,
Florida
|
$260K
|
–
|
–
|
–
|
|
|
54
|
Independent Financial Group
San Diego,
California
|
$259K
|
-$202K
|
-4,014
|
-44%
|
|
|
55
|
|
$251K
|
+$252K
|
+5,013
|
New
|
|
|
56
|
Two West Capital Advisors
Overland Park,
Kansas
|
$248K
|
+$250K
|
+4,965
|
New
|
|
|
57
|
FLC Capital Advisors
Palm Desert,
California
|
$245K
|
+$247K
|
+4,910
|
New
|
|
|
58
|
Wheels Up Wealth
Benicia,
California
|
$244K
|
-$11.2K
|
-222
|
-4%
|
|
|
59
|
Kaizen Financial Strategies
Campbell,
California
|
$244K
|
-$52.1K
|
-1,034
|
-18%
|
|
|
60
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$239K
|
-$32.4K
|
-644
|
-12%
|
|
|
61
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$230K
|
+$1.26K
|
+25
|
+0.5%
|
|
|
62
|
Pure Financial Advisors
San Diego,
California
|
$228K
|
+$353
|
+7
|
+0.2%
|
|
|
63
|
|
$228K
|
-$22.8K
|
-452
|
-9%
|
|
|
64
|
Shearwater Capital
Denver,
Colorado
|
$209K
|
+$211K
|
+4,186
|
New
|
|
|
65
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$208K
|
+$5.04K
|
+100
|
+2%
|
|
|
66
|
Birch Financial Group
Keene,
New Hampshire
|
$203K
|
–
|
–
|
–
|
|
|
67
|
IFP Advisors
Tampa,
Florida
|
$99.8K
|
–
|
–
|
–
|
|
|
68
|
Larson Financial Group
St Louis,
Missouri
|
$99.7K
|
–
|
–
|
–
|
|
|
69
|
Allworth Financial
Folsom,
California
|
$39.7K
|
–
|
–
|
–
|
|
|
70
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$25.7K
|
+$151
|
+3
|
+0.6%
|
|
|
71
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$20.4K
|
+$302
|
+6
|
+1%
|
|
|
72
|
Tower Research Capital (TRC)
New York
|
$16.6K
|
–
|
–
|
–
|
|
|
73
|
Horizon Investments
Charlotte,
North Carolina
|
$2.99K
|
+$1.51K
|
+30
|
+100%
|
|
|
74
|
Bell Investment Advisors
Oakland,
California
|
$1.33K
|
–
|
–
|
–
|
|
|
75
|
|
–
|
-$1.71M
|
-34,156
|
Closed
|
|
