|
51
|
Oppenheimer & Co
New York
|
$428K
|
+$428K
|
+2,647
|
New
|
|
|
52
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$420K
|
–
|
–
|
–
|
|
|
53
|
Global Retirement Partners
San Rafael,
California
|
$379K
|
-$20.2K
|
-125
|
-5%
|
|
|
54
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$354K
|
-$2.91K
|
-18
|
-0.8%
|
|
|
55
|
QTR Family Wealth
Lake Mary,
Florida
|
$353K
|
+$2.75K
|
+17
|
+0.8%
|
|
|
56
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$320K
|
-$7.43K
|
-46
|
-2%
|
|
|
57
|
Parkway Wealth Management
Plano,
Texas
|
$311K
|
+$311K
|
+1,923
|
New
|
|
|
58
|
PFG Advisors
Phoenix,
Arizona
|
$299K
|
+$6.3K
|
+39
|
+2%
|
|
|
59
|
World Investment Advisors
Santa Barbara,
California
|
$291K
|
+$291K
|
+1,798
|
New
|
|
|
60
|
Clearstead Advisors
Cleveland,
Ohio
|
$264K
|
–
|
–
|
–
|
|
|
61
|
1ST Source Bank
South Bend,
Indiana
|
$260K
|
–
|
–
|
–
|
|
|
62
|
TCFG Wealth Management
Laguna Niguel,
California
|
$244K
|
–
|
–
|
–
|
|
|
63
|
|
$239K
|
–
|
–
|
–
|
|
|
64
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$235K
|
-$152K
|
-942
|
-39%
|
|
|
65
|
Equitable Holdings
New York
|
$221K
|
+$7.27K
|
+45
|
+3%
|
|
|
66
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$218K
|
–
|
–
|
–
|
|
|
67
|
IFG Advisory
Atlanta,
Georgia
|
$212K
|
–
|
–
|
–
|
|
|
68
|
Farther Finance Advisors
San Francisco,
California
|
$211K
|
-$1.13K
|
-7
|
-0.5%
|
|
|
69
|
Zacks Investment Management
Chicago,
Illinois
|
$201K
|
+$200K
|
+1,240
|
New
|
|
|
70
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$145K
|
–
|
–
|
–
|
|
|
71
|
International Assets Investment Management
Orlando,
Florida
|
$143K
|
+$143K
|
+884
|
New
|
|
|
72
|
Rockefeller Capital Management
New York
|
$135K
|
+$54K
|
+334
|
+67%
|
|
|
73
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$123K
|
–
|
–
|
–
|
|
|
74
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$89K
|
+$88.9K
|
+550
|
New
|
|
|
75
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$78.4K
|
+$59.8K
|
+370
|
+411%
|
|
