|
51
|
|
$471K
|
+$38.6K
|
+561
|
+9%
|
|
|
52
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$462K
|
+$31.4K
|
+456
|
+7%
|
|
|
53
|
Snowden Capital Advisors
New York
|
$457K
|
+$37.9K
|
+550
|
+9%
|
|
|
54
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$454K
|
+$455K
|
+6,604
|
New
|
|
|
55
|
Coldstream Capital Management
Bellevue,
Washington
|
$433K
|
–
|
–
|
–
|
|
|
56
|
Strategic Blueprint
Atlanta,
Georgia
|
$411K
|
+$105K
|
+1,528
|
+34%
|
|
|
57
|
|
$402K
|
+$403K
|
+5,850
|
New
|
|
|
58
|
First Horizon Advisors
Memphis,
Tennessee
|
$397K
|
+$68.1K
|
+989
|
+21%
|
|
|
59
|
3D/L Capital Management
Hartford,
Connecticut
|
$390K
|
-$7.3K
|
-106
|
-2%
|
|
|
60
|
Creative Planning
Overland Park,
Kansas
|
$387K
|
–
|
–
|
–
|
|
|
61
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$381K
|
–
|
–
|
–
|
|
|
62
|
|
$381K
|
+$382K
|
+5,540
|
New
|
|
|
63
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$372K
|
+$397K
|
+5,766
|
New
|
|
|
64
|
Biltmore Family Office
Charlotte,
North Carolina
|
$344K
|
–
|
–
|
–
|
|
|
65
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$320K
|
+$5.79K
|
+84
|
+2%
|
|
|
66
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$314K
|
+$85.7K
|
+1,244
|
+37%
|
|
|
67
|
CreativeOne Wealth
Overland Park,
Kansas
|
$293K
|
+$77.3K
|
+1,122
|
+36%
|
|
|
68
|
Adero Partners
Pleasanton,
California
|
$291K
|
–
|
–
|
–
|
|
|
69
|
Ascent Group
Virginia Beach,
Virginia
|
$285K
|
+$300K
|
+4,358
|
New
|
|
|
70
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$283K
|
+$8.61K
|
+125
|
+3%
|
|
|
71
|
Financial Advisors
Andover,
Massachusetts
|
$264K
|
–
|
–
|
–
|
|
|
72
|
Raymond James & Associates
St Petersburg,
Florida
|
$223K
|
+$224K
|
+3,247
|
New
|
|
|
73
|
Physician Wealth Advisors
Midvale,
Utah
|
$221K
|
+$224K
|
+3,248
|
New
|
|
|
74
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$210K
|
+$192K
|
+2,784
|
+1,059%
|
|
|
75
|
Avantax Advisory Services
Dallas,
Texas
|
$208K
|
+$208K
|
+3,023
|
New
|
|
