|
51
|
Natural Investments
Windsor,
California
|
$357K
|
–
|
–
|
–
|
|
|
52
|
Kestra Advisory Services
Austin,
Texas
|
$330K
|
+$329K
|
+3,330
|
New
|
|
|
53
|
Summit Financial
Parsippany,
New Jersey
|
$304K
|
+$303K
|
+3,069
|
New
|
|
|
54
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$299K
|
+$6.52K
|
+66
|
+2%
|
|
|
55
|
Creative Planning
Overland Park,
Kansas
|
$299K
|
-$53.7K
|
-543
|
-15%
|
|
|
56
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$279K
|
-$66.8K
|
-676
|
-19%
|
|
|
57
|
Envestnet Asset Management
Chicago,
Illinois
|
$273K
|
+$20.8K
|
+210
|
+8%
|
|
|
58
|
Financial Insights
Tacoma,
Washington
|
$269K
|
–
|
–
|
–
|
|
|
59
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$262K
|
+$7.11K
|
+72
|
+3%
|
|
|
60
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$260K
|
-$1.88K
|
-19
|
-0.7%
|
|
|
61
|
Vise Technologies
New York
|
$259K
|
+$258K
|
+2,614
|
New
|
|
|
62
|
NewEdge Advisors
New Orleans,
Louisiana
|
$245K
|
+$203K
|
+2,050
|
+477%
|
|
|
63
|
Towerpoint Wealth
Sacramento,
California
|
$242K
|
+$24.4K
|
+247
|
+11%
|
|
|
64
|
Essex Financial Services
Essex,
Connecticut
|
$225K
|
-$1.38K
|
-14
|
-0.6%
|
|
|
65
|
Corient Private Wealth
Miami,
Florida
|
$208K
|
–
|
–
|
–
|
|
|
66
|
Tradition Wealth Management
Edina,
Minnesota
|
$201K
|
-$790
|
-8
|
-0.4%
|
|
|
67
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
$200K
|
+$200K
|
+2,026
|
New
|
|
|
68
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$198K
|
–
|
–
|
–
|
|
|
69
|
American Capital Advisory
Ketchum,
Idaho
|
$144K
|
–
|
–
|
–
|
|
|
70
|
Steward Partners Investment Advisory
New York
|
$99.8K
|
+$99.7K
|
+1,009
|
New
|
|
|
71
|
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
$91.7K
|
-$2.27K
|
-23
|
-2%
|
|
|
72
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$84.5K
|
-$2.57K
|
-26
|
-3%
|
|
|
73
|
PFS Partners
Mine Hill,
New Jersey
|
$63.8K
|
+$790
|
+8
|
+1%
|
|
|
74
|
Rockefeller Capital Management
New York
|
$54.3K
|
+$19.9K
|
+201
|
+58%
|
|
|
75
|
IMA Advisory Services
Denver,
Colorado
|
$49.5K
|
+$49.4K
|
+500
|
New
|
|
