|
26
|
Vise Technologies
New York
|
$839K
|
+$820K
|
+14,258
|
New
|
|
|
27
|
|
$745K
|
-$935K
|
-16,253
|
-56%
|
|
|
28
|
Bank of America
Charlotte,
North Carolina
|
$740K
|
-$2.21M
|
-38,392
|
-75%
|
|
|
29
|
JMN Financial
New Albany,
Ohio
|
$579K
|
+$38K
|
+660
|
+7%
|
|
|
30
|
Envestnet Asset Management
Chicago,
Illinois
|
$534K
|
-$49K
|
-852
|
-9%
|
|
|
31
|
Lake Street Private Wealth
Chicago,
Illinois
|
$526K
|
-$31.8K
|
-553
|
-6%
|
|
|
32
|
Triad Wealth Partners
Lawrence,
Kansas
|
$458K
|
+$18.6K
|
+324
|
+4%
|
|
|
33
|
SYM Financial Corp
Winona Lake,
Indiana
|
$377K
|
–
|
–
|
–
|
|
|
34
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$354K
|
+$346K
|
+6,011
|
New
|
|
|
35
|
Osaic Holdings
Scottsdale,
Arizona
|
$313K
|
+$106K
|
+1,848
|
+53%
|
|
|
36
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$286K
|
+$42.9K
|
+746
|
+18%
|
|
|
37
|
Waddell & Associates
Memphis,
Tennessee
|
$270K
|
–
|
–
|
–
|
|
|
38
|
Sankala Group
Lyons,
Colorado
|
$261K
|
+$175K
|
+3,042
|
+242%
|
|
|
39
|
WBH Advisory
Baltimore,
Maryland
|
$256K
|
-$87.6K
|
-1,524
|
-26%
|
|
|
40
|
NorthRock Partners
Minneapolis,
Minnesota
|
$254K
|
–
|
–
|
–
|
|
|
41
|
Cohalo Advisory
Snoqualmie,
Washington
|
$237K
|
-$2.19K
|
-38
|
-0.9%
|
|
|
42
|
M Wealth Management LLC
San Diego,
California
|
$236K
|
-$149K
|
-2,588
|
-39%
|
|
|
43
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$233K
|
-$16.7K
|
-290
|
-7%
|
|
|
44
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$218K
|
-$51.1K
|
-889
|
-19%
|
|
|
45
|
|
$190K
|
-$6.9K
|
-120
|
-4%
|
|
|
46
|
Kroeger Financial Partners
Grass Valley,
California
|
$185K
|
+$181K
|
+3,149
|
New
|
|
|
47
|
Farther Finance Advisors
San Francisco,
California
|
$167K
|
+$137K
|
+2,386
|
+526%
|
|
|
48
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$166K
|
+$163K
|
+2,827
|
New
|
|
|
49
|
WhitTier Trust Company
Reno,
Nevada
|
$138K
|
–
|
–
|
–
|
|
|
50
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$133K
|
-$17K
|
-295
|
-12%
|
|
