|
76
|
Summit Wealth Group
White River Junction,
Vermont
|
$2.38M
|
-$55.3M
|
-1,161,492
|
-96%
|
|
|
77
|
WealthSource Partners
San Luis Obispo,
California
|
$2.38M
|
-$26.3K
|
-553
|
-1%
|
|
|
78
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$2.37M
|
+$323K
|
+6,773
|
+16%
|
|
|
79
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$2.34M
|
-$23.8K
|
-500
|
-1%
|
|
|
80
|
Cetera Advisor Networks
El Segundo,
California
|
$2.25M
|
+$187K
|
+3,924
|
+9%
|
|
|
81
|
Corient Private Wealth
Miami,
Florida
|
$2.22M
|
-$10.3K
|
-217
|
-0.5%
|
|
|
82
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$2.21M
|
-$61.1K
|
-1,282
|
-3%
|
|
|
83
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$2.14M
|
-$101K
|
-2,120
|
-4%
|
|
|
84
|
Raymond James Trust
St. Petersburg,
Florida
|
$2.1M
|
–
|
–
|
–
|
|
|
85
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$2.08M
|
+$22.5K
|
+472
|
+1%
|
|
|
86
|
Modera Wealth Management
Westwood,
New Jersey
|
$2.05M
|
+$2.07M
|
+43,458
|
New
|
|
|
87
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.05M
|
+$479K
|
+10,059
|
+30%
|
|
|
88
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.05M
|
+$479K
|
+10,059
|
+30%
|
|
|
89
|
Cantor Fitzgerald
New York
|
$2.04M
|
-$31.7K
|
-666
|
-2%
|
|
|
90
|
Prudential Financial
Newark,
New Jersey
|
$2M
|
-$109K
|
-2,281
|
-5%
|
|
|
91
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$1.9M
|
-$54.8K
|
-1,151
|
-3%
|
|
|
92
|
Brookstone Capital Management
Wheaton,
Illinois
|
$1.88M
|
-$3.38K
|
-71
|
-0.2%
|
|
|
93
|
Fidelity Investments
Boston,
Massachusetts
|
$1.81M
|
+$336K
|
+7,049
|
+23%
|
|
|
94
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.74M
|
+$383K
|
+8,032
|
+28%
|
|
|
95
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1.73M
|
-$76.3K
|
-1,601
|
-4%
|
|
|
96
|
Equitable Holdings
New York
|
$1.69M
|
+$74.4K
|
+1,561
|
+5%
|
|
|
97
|
UMB Bank
Kansas City,
Missouri
|
$1.67M
|
+$1.47M
|
+30,787
|
+674%
|
|
|
98
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.65M
|
+$155K
|
+3,260
|
+10%
|
|
|
99
|
US Bancorp
Minneapolis,
Minnesota
|
$1.61M
|
+$1.29M
|
+27,077
|
+388%
|
|
|
100
|
AssetMark Inc
Concord,
California
|
$1.6M
|
+$331K
|
+6,942
|
+26%
|
|
