|
51
|
Matisse Capital
Portland,
Oregon
|
$200K
|
+$232K
|
+4,850
|
New
|
|
|
52
|
Oakworth Capital
Birmingham,
Alabama
|
$190K
|
–
|
–
|
–
|
|
|
53
|
Whittier Trust
South Pasadena,
California
|
$164K
|
+$177K
|
+3,685
|
New
|
|
|
54
|
Wolff Wiese Magana
Carslbad,
California
|
$135K
|
+$132K
|
+2,745
|
+523%
|
|
|
55
|
Kestra Advisory Services
Austin,
Texas
|
$121K
|
+$141K
|
+2,938
|
New
|
|
|
56
|
SageView Advisory Group
Newport Beach,
California
|
$120K
|
+$140K
|
+2,914
|
New
|
|
|
57
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$86.6K
|
–
|
–
|
–
|
|
|
58
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$82.3K
|
–
|
–
|
–
|
|
|
59
|
Global Retirement Partners
San Rafael,
California
|
$76.4K
|
+$10.3K
|
+215
|
+13%
|
|
|
60
|
Farther Finance Advisors
San Francisco,
California
|
$72.8K
|
+$84.5K
|
+1,762
|
New
|
|
|
61
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$71K
|
+$23.7K
|
+495
|
+41%
|
|
|
62
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$67.6K
|
+$78.4K
|
+1,636
|
New
|
|
|
63
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$58K
|
–
|
–
|
–
|
|
|
64
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$47.9K
|
+$55.6K
|
+1,159
|
New
|
|
|
65
|
Rothschild Investment LLC
Chicago,
Illinois
|
$41.3K
|
–
|
–
|
–
|
|
|
66
|
SOA Wealth Advisors
New York
|
$29.7K
|
–
|
–
|
–
|
|
|
67
|
Clearstead Advisors
Cleveland,
Ohio
|
$28.7K
|
–
|
–
|
–
|
|
|
68
|
US Bancorp
Minneapolis,
Minnesota
|
$25.9K
|
–
|
–
|
–
|
|
|
69
|
Truvestments Capital
Sarasota,
Florida
|
$25.6K
|
–
|
–
|
–
|
|
|
70
|
Wealth Preservation Advisors
Chattanooga,
Tennessee
|
$24.8K
|
–
|
–
|
–
|
|
|
71
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$21.9K
|
+$23.1K
|
+481
|
New
|
|
|
72
|
Larson Financial Group
St Louis,
Missouri
|
$16.2K
|
–
|
–
|
–
|
|
|
73
|
McGuire Capital Advisors
Bethany,
Oklahoma
|
$13.6K
|
+$15.8K
|
+330
|
New
|
|
|
74
|
Manchester Capital Management
Manchester,
Vermont
|
$12.4K
|
+$14.4K
|
+300
|
New
|
|
|
75
|
Estate Planners Group
Yardley,
Pennsylvania
|
$10.3K
|
+$12K
|
+250
|
New
|
|
