|
51
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$761K
|
-$108K
|
-2,608
|
-13%
|
|
|
52
|
UBS Group
Zurich,
Switzerland
|
$758K
|
-$81.9K
|
-1,973
|
-10%
|
|
|
53
|
Prudential Financial
Newark,
New Jersey
|
$758K
|
-$924K
|
-22,259
|
-56%
|
|
|
54
|
AssetMark Inc
Concord,
California
|
$757K
|
-$287K
|
-6,906
|
-28%
|
|
|
55
|
DOHJ LLC
Seattle,
Washington
|
$752K
|
+$721K
|
+17,379
|
New
|
|
|
56
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$751K
|
-$145K
|
-3,502
|
-17%
|
|
|
57
|
Retirement Capital Strategies
San Jose,
California
|
$746K
|
+$716K
|
+17,249
|
New
|
|
|
58
|
Steward Partners Investment Advisory
New York
|
$737K
|
+$18.9K
|
+455
|
+3%
|
|
|
59
|
Brookstone Capital Management
Wheaton,
Illinois
|
$716K
|
-$59K
|
-1,422
|
-8%
|
|
|
60
|
Tarbox Family Office
Newport Beach,
California
|
$712K
|
-$14.9K
|
-360
|
-2%
|
|
|
61
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$703K
|
+$207K
|
+4,989
|
+44%
|
|
|
62
|
DFPG Investments
Sandy,
Utah
|
$690K
|
-$84.1K
|
-2,026
|
-11%
|
|
|
63
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$667K
|
–
|
–
|
–
|
|
|
64
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$648K
|
+$62.9K
|
+1,517
|
+11%
|
|
|
65
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$606K
|
+$35.6K
|
+857
|
+7%
|
|
|
66
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$599K
|
+$574K
|
+13,840
|
New
|
|
|
67
|
BFSG LLC
Irvine,
California
|
$591K
|
+$104K
|
+2,500
|
+22%
|
|
|
68
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$579K
|
+$301K
|
+7,245
|
+118%
|
|
|
69
|
Cetera Advisors
Denver,
Colorado
|
$530K
|
-$213K
|
-5,122
|
-29%
|
|
|
70
|
Essential Planning
Portsmouth,
New Hampshire
|
$497K
|
-$34.5K
|
-832
|
-7%
|
|
|
71
|
Raymond James & Associates
St Petersburg,
Florida
|
$489K
|
-$25.3K
|
-609
|
-5%
|
|
|
72
|
Ascent Group
Virginia Beach,
Virginia
|
$477K
|
-$14.6K
|
-351
|
-3%
|
|
|
73
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$461K
|
+$194K
|
+4,687
|
+78%
|
|
|
74
|
AE Wealth Management
Topeka,
Kansas
|
$447K
|
-$255K
|
-6,141
|
-37%
|
|
|
75
|
Austin Private Wealth
Austin,
Texas
|
$436K
|
-$123K
|
-2,967
|
-23%
|
|
