|
51
|
Rothschild Investment LLC
Chicago,
Illinois
|
$544K
|
+$142K
|
+5,000
|
+29%
|
|
|
52
|
CWC Advisors
Lake Oswego,
Oregon
|
$535K
|
+$33.1K
|
+1,168
|
+6%
|
|
|
53
|
Madden Securities
Dallas,
Texas
|
$529K
|
–
|
–
|
–
|
|
|
54
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$499K
|
+$114K
|
+4,038
|
+25%
|
|
|
55
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$485K
|
-$55.6K
|
-1,963
|
-9%
|
|
|
56
|
Kraematon Investment Advisors
Braintree,
Massachusetts
|
$451K
|
+$91.1K
|
+3,220
|
+21%
|
|
|
57
|
Strait & Sound Wealth Management
San Francisco,
California
|
$428K
|
+$490K
|
+17,320
|
New
|
|
|
58
|
EnRich Financial Partners
Madison,
Wisconsin
|
$425K
|
+$239K
|
+8,450
|
+97%
|
|
|
59
|
Trek Financial
Scottsdale,
Arizona
|
$414K
|
-$6.19M
|
-218,581
|
-93%
|
|
|
60
|
|
$411K
|
+$9.96K
|
+352
|
+2%
|
|
|
61
|
Advyzon Investment Management
Lisle,
Illinois
|
$404K
|
-$18.7K
|
-659
|
-4%
|
|
|
62
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$391K
|
-$107K
|
-3,768
|
-19%
|
|
|
63
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$391K
|
–
|
–
|
–
|
|
|
64
|
Citadel Advisors
Miami,
Florida
|
$382K
|
+$437K
|
+15,453
|
New
|
|
|
65
|
Elyxium Wealth
San Mateo,
California
|
$366K
|
+$419K
|
+14,791
|
New
|
|
|
66
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$364K
|
+$417K
|
+14,718
|
New
|
|
|
67
|
Iams Wealth Management
Omaha,
Nebraska
|
$363K
|
-$48.2K
|
-1,702
|
-10%
|
|
|
68
|
Pioneer Family Office
North Miami Beach,
Florida
|
$355K
|
+$406K
|
+14,360
|
New
|
|
|
69
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$354K
|
+$405K
|
+14,308
|
New
|
|
|
70
|
Rede Wealth
Charlottesville,
Virginia
|
$354K
|
+$405K
|
+14,299
|
New
|
|
|
71
|
Mercer Global Advisors
Denver,
Colorado
|
$341K
|
-$962
|
-34
|
-0.2%
|
|
|
72
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$336K
|
+$243K
|
+8,598
|
+172%
|
|
|
73
|
Envestnet Asset Management
Chicago,
Illinois
|
$321K
|
+$114K
|
+4,025
|
+45%
|
|
|
74
|
Lifestyle Asset Management
Friendswood,
Texas
|
$314K
|
–
|
–
|
–
|
|
|
75
|
Synergy Asset Management
Vancouver,
Washington
|
$297K
|
-$680K
|
-24,008
|
-67%
|
|
