|
51
|
Wells Fargo
San Francisco,
California
|
$245K
|
+$198K
|
+6,271
|
+354%
|
|
|
52
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$245K
|
+$1.1K
|
+35
|
+0.4%
|
|
|
53
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$245K
|
+$1.1K
|
+35
|
+0.4%
|
|
|
54
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$243K
|
–
|
–
|
–
|
|
|
55
|
Clearstead Advisors
Cleveland,
Ohio
|
$238K
|
–
|
–
|
–
|
|
|
56
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$236K
|
+$1.17K
|
+37
|
+0.5%
|
|
|
57
|
Dynamic Financial Group
Cedar Falls,
Iowa
|
$228K
|
+$236K
|
+7,486
|
New
|
|
|
58
|
Northeast Financial Consultants
Westport,
Connecticut
|
$226K
|
+$5.23K
|
+166
|
+2%
|
|
|
59
|
GSB Wealth Management
Guilford,
Connecticut
|
$225K
|
-$43.1K
|
-1,366
|
-16%
|
|
|
60
|
IFP Advisors
Tampa,
Florida
|
$222K
|
-$1.7K
|
-54
|
-0.7%
|
|
|
61
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$220K
|
-$11.8K
|
-376
|
-5%
|
|
|
62
|
Mission Wealth Management
Santa Barbara,
California
|
$220K
|
+$227K
|
+7,218
|
New
|
|
|
63
|
Savant Capital
Rockford,
Illinois
|
$220K
|
+$95
|
+3
|
+0%
|
|
|
64
|
Cresset Asset Management
Chicago,
Illinois
|
$211K
|
-$145K
|
-4,592
|
-40%
|
|
|
65
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$205K
|
–
|
–
|
–
|
|
|
66
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$201K
|
-$313K
|
-9,943
|
-60%
|
|
|
67
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$201K
|
–
|
–
|
–
|
|
|
68
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$200K
|
+$207K
|
+6,575
|
New
|
|
|
69
|
AE Wealth Management
Topeka,
Kansas
|
$180K
|
+$186K
|
+5,901
|
New
|
|
|
70
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$169K
|
+$819
|
+26
|
+0.5%
|
|
|
71
|
EP Wealth Advisors
Torrance,
California
|
$163K
|
-$243K
|
-7,703
|
-59%
|
|
|
72
|
Farther Finance Advisors
San Francisco,
California
|
$136K
|
+$138K
|
+4,389
|
+6,270%
|
|
|
73
|
Steward Partners Investment Advisory
New York
|
$122K
|
–
|
–
|
–
|
|
|
74
|
Rise Advisors
Rochester,
New York
|
$122K
|
+$567
|
+18
|
+0.5%
|
|
|
75
|
MAI Capital Management
Independence,
Ohio
|
$118K
|
+$122K
|
+3,865
|
New
|
|
