|
51
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$473K
|
–
|
–
|
–
|
|
|
52
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$422K
|
-$10.6K
|
-193
|
-3%
|
|
|
53
|
Highland Investment Advisors
Ponte Vedra,
Florida
|
$407K
|
+$399K
|
+7,250
|
New
|
|
|
54
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$406K
|
+$33.4K
|
+607
|
+9%
|
|
|
55
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$401K
|
+$393K
|
+7,140
|
New
|
|
|
56
|
WJ Wealth Management
Glendale,
Arizona
|
$388K
|
-$65.2K
|
-1,185
|
-15%
|
|
|
57
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$386K
|
-$993K
|
-18,055
|
-72%
|
|
|
58
|
Summit Financial
Parsippany,
New Jersey
|
$384K
|
+$376K
|
+6,837
|
New
|
|
|
59
|
SEI Investments
Oaks,
Pennsylvania
|
$380K
|
-$5.44K
|
-99
|
-1%
|
|
|
60
|
Truist Financial
Charlotte,
North Carolina
|
$365K
|
–
|
–
|
–
|
|
|
61
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$331K
|
+$324K
|
+5,896
|
New
|
|
|
62
|
Commerce Bank
Kansas City,
Missouri
|
$328K
|
–
|
–
|
–
|
|
|
63
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$298K
|
–
|
–
|
–
|
|
|
64
|
NewEdge Advisors
New Orleans,
Louisiana
|
$277K
|
-$42.1K
|
-765
|
-13%
|
|
|
65
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$276K
|
-$1.98K
|
-36
|
-0.7%
|
|
|
66
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$262K
|
–
|
–
|
–
|
|
|
67
|
Oppenheimer & Co
New York
|
$252K
|
+$246K
|
+4,480
|
New
|
|
|
68
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$227K
|
-$11.4K
|
-208
|
-5%
|
|
|
69
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$225K
|
+$220K
|
+4,000
|
New
|
|
|
70
|
Diligent Investors
Redlands,
California
|
$206K
|
+$201K
|
+3,660
|
New
|
|
|
71
|
Steward Partners Investment Advisory
New York
|
$123K
|
-$405K
|
-7,360
|
-77%
|
|
|
72
|
Birchwood Financial Partners
Bloomington,
Minnesota
|
$122K
|
–
|
–
|
–
|
|
|
73
|
Spire Wealth Management
Mclean,
Virginia
|
$59K
|
–
|
–
|
–
|
|
|
74
|
Allworth Financial
Folsom,
California
|
$55.9K
|
–
|
–
|
–
|
|
|
75
|
Millstone Evans Group
Boulder,
Colorado
|
$43.1K
|
–
|
–
|
–
|
|
