|
51
|
Asset Dedication LLC
San Francisco,
California
|
$262K
|
+$153K
|
+6,765
|
+138%
|
|
|
52
|
Equitable Holdings
New York
|
$246K
|
+$245K
|
+10,840
|
New
|
|
|
53
|
Segment Wealth Management
Houston,
Texas
|
$236K
|
+$235K
|
+10,390
|
New
|
|
|
54
|
BBJS Financial Advisors
Seattle,
Washington
|
$234K
|
+$233K
|
+10,300
|
New
|
|
|
55
|
Atria Wealth Solutions
New York
|
$233K
|
+$232K
|
+10,247
|
New
|
|
|
56
|
HeadInvest LLC
Portland,
Maine
|
$231K
|
–
|
–
|
–
|
|
|
57
|
Envestnet Asset Management
Chicago,
Illinois
|
$203K
|
+$203K
|
+8,956
|
New
|
|
|
58
|
Arrow Financial
Glens Falls,
New York
|
$151K
|
+$10.2K
|
+450
|
+7%
|
|
|
59
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$139K
|
+$139K
|
+6,130
|
New
|
|
|
60
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$109K
|
+$6.68K
|
+295
|
+7%
|
|
|
61
|
Element Wealth
Ridgeland,
Mississippi
|
$95.6K
|
+$95.3K
|
+4,209
|
New
|
|
|
62
|
NewEdge Advisors
New Orleans,
Louisiana
|
$77.9K
|
+$437K
|
+19,293
|
+149%
|
|
|
63
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$40.9K
|
+$10.2K
|
+450
|
+33%
|
|
|
64
|
Creative Financial Designs
Kokomo,
Indiana
|
$30.1K
|
+$566
|
+25
|
+2%
|
|
|
65
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$24K
|
+$24K
|
+1,058
|
New
|
|
|
66
|
Farther Finance Advisors
San Francisco,
California
|
$23.5K
|
+$23.4K
|
+1,033
|
New
|
|
|
67
|
Parallel Advisors
San Francisco,
California
|
$22.7K
|
+$22.6K
|
+1,000
|
New
|
|
|
68
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$9.08K
|
+$9.06K
|
+400
|
New
|
|
|
69
|
ICA Group Wealth Management
Denver,
Colorado
|
$7.46K
|
+$7.29K
|
+322
|
New
|
|
|
70
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$4.54K
|
–
|
–
|
–
|
|
|
71
|
First National Bank of South Miami
South Miami,
Florida
|
$2K
|
+$2.04K
|
+90
|
New
|
|
|
72
|
Snowden Capital Advisors
New York
|
–
|
-$3.97M
|
-178,387
|
Closed
|
|
|
73
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
–
|
-$411K
|
-18,437
|
Closed
|
|
|
74
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$296K
|
-13,305
|
Closed
|
|
|
75
|
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
–
|
-$2.92K
|
-131
|
Closed
|
|
