|
101
|
Park Avenue Securities
New York
|
$455K
|
+$472K
|
+8,387
|
New
|
|
|
102
|
Personal CFO Solutions
Chester,
New Jersey
|
$413K
|
–
|
–
|
–
|
|
|
103
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$384K
|
+$85.5K
|
+1,520
|
+27%
|
|
|
104
|
Pacific Sun Financial
Los Angeles,
California
|
$376K
|
+$14.6K
|
+260
|
+4%
|
|
|
105
|
|
$375K
|
-$786K
|
-13,977
|
-67%
|
|
|
106
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$348K
|
-$54.9K
|
-976
|
-13%
|
|
|
107
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$341K
|
–
|
–
|
–
|
|
|
108
|
Western Wealth Management
Golden,
Colorado
|
$340K
|
+$48.2K
|
+857
|
+16%
|
|
|
109
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$333K
|
+$344K
|
+6,125
|
New
|
|
|
110
|
|
$332K
|
+$344K
|
+6,111
|
New
|
|
|
111
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$316K
|
+$328K
|
+5,827
|
New
|
|
|
112
|
Principal Securities
Des Moines,
Iowa
|
$293K
|
+$167K
|
+2,974
|
+123%
|
|
|
113
|
Private Trust Company
Cleveland,
Ohio
|
$276K
|
-$49.5K
|
-880
|
-15%
|
|
|
114
|
Scotia Capital
Toronto,
Ontario, Canada
|
$270K
|
+$280K
|
+4,971
|
New
|
|
|
115
|
Osborne Partners Capital Management
San Francisco,
California
|
$252K
|
+$900
|
+16
|
+0.3%
|
|
|
116
|
Axis Wealth Partners
East Providence,
Rhode Island
|
$245K
|
+$254K
|
+4,511
|
New
|
|
|
117
|
Caprock Group
Boise,
Idaho
|
$231K
|
+$239K
|
+4,246
|
New
|
|
|
118
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$228K
|
–
|
–
|
–
|
|
|
119
|
Truist Financial
Charlotte,
North Carolina
|
$226K
|
-$31.2K
|
-554
|
-12%
|
|
|
120
|
Wintrust Investments
Chicago,
Illinois
|
$225K
|
+$233K
|
+4,143
|
New
|
|
|
121
|
|
$220K
|
+$228K
|
+4,054
|
New
|
|
|
122
|
Advisornet Financial
Minnetonka,
Minnesota
|
$217K
|
–
|
–
|
–
|
|
|
123
|
Farther Finance Advisors
San Francisco,
California
|
$203K
|
+$12.1K
|
+216
|
+6%
|
|
|
124
|
NewEdge Advisors
New Orleans,
Louisiana
|
$165K
|
-$212K
|
-3,765
|
-55%
|
|
|
125
|
Ancora Advisors
Cleveland,
Ohio
|
$91.3K
|
+$35.3K
|
+627
|
+60%
|
|
