|
26
|
Global Retirement Partners
San Rafael,
California
|
$423K
|
+$65.5K
|
+2,895
|
+18%
|
|
|
27
|
Atria Wealth Solutions
New York
|
$414K
|
-$70.3K
|
-3,108
|
-14%
|
|
|
28
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$396K
|
+$397K
|
+17,555
|
New
|
|
|
29
|
Cetera Advisors
Denver,
Colorado
|
$389K
|
+$20.1K
|
+888
|
+5%
|
|
|
30
|
Beacon Pointe Advisors
Newport Beach,
California
|
$384K
|
+$386K
|
+17,058
|
New
|
|
|
31
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$366K
|
+$521
|
+23
|
+0.1%
|
|
|
32
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$358K
|
+$359K
|
+15,882
|
New
|
|
|
33
|
Lido Advisors
Los Angeles,
California
|
$353K
|
+$355K
|
+15,668
|
New
|
|
|
34
|
Osaic Holdings
Scottsdale,
Arizona
|
$302K
|
+$244K
|
+10,793
|
+416%
|
|
|
35
|
Sunbelt Securities
Houston,
Texas
|
$297K
|
–
|
–
|
–
|
|
|
36
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$297K
|
+$5.75K
|
+254
|
+2%
|
|
|
37
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$262K
|
+$99.8K
|
+4,409
|
+61%
|
|
|
38
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$237K
|
+$238K
|
+10,502
|
New
|
|
|
39
|
UBS Group
Zurich,
Switzerland
|
$186K
|
+$156K
|
+6,905
|
+515%
|
|
|
40
|
HeadInvest LLC
Portland,
Maine
|
$144K
|
+$146K
|
+6,450
|
New
|
|
|
41
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$80K
|
–
|
–
|
–
|
|
|
42
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$25K
|
+$25.1K
|
+1,110
|
New
|
|
|
43
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$25K
|
+$453
|
+20
|
+2%
|
|
|
44
|
Parallel Advisors
San Francisco,
California
|
$24.8K
|
–
|
–
|
–
|
|
|
45
|
Comerica Bank
Dallas,
Texas
|
$20.9K
|
+$21K
|
+929
|
New
|
|
|
46
|
Farther Finance Advisors
San Francisco,
California
|
$20.9K
|
–
|
–
|
–
|
|
|
47
|
PSI Advisors
Tampa,
Florida
|
$20.1K
|
+$20.1K
|
+890
|
New
|
|
|
48
|
PFG Private Wealth Management
Lutz,
Florida
|
$13.3K
|
–
|
–
|
–
|
|
|
49
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$6.76K
|
–
|
–
|
–
|
|
|
50
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$23
|
–
|
–
|
–
|
|
