|
26
|
Cetera Advisors
Denver,
Colorado
|
$483K
|
+$102K
|
+4,581
|
+27%
|
|
|
27
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$456K
|
+$371K
|
+16,735
|
+444%
|
|
|
28
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$338K
|
+$8.19K
|
+369
|
+2%
|
|
|
29
|
Global Retirement Partners
San Rafael,
California
|
$325K
|
+$621
|
+28
|
+0.2%
|
|
|
30
|
Austin Private Wealth
Austin,
Texas
|
$292K
|
+$294K
|
+13,264
|
New
|
|
|
31
|
Mutual Advisors
Omaha,
Nebraska
|
$285K
|
+$284K
|
+12,783
|
New
|
|
|
32
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$282K
|
+$281K
|
+12,658
|
New
|
|
|
33
|
PFG Investments
Woodbury,
New York
|
$282K
|
+$281K
|
+12,658
|
New
|
|
|
34
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$267K
|
+$266K
|
+12,000
|
New
|
|
|
35
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$233K
|
–
|
–
|
–
|
|
|
36
|
BBJS Financial Advisors
Seattle,
Washington
|
$230K
|
+$89
|
+4
|
+0%
|
|
|
37
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$226K
|
+$226K
|
+10,173
|
New
|
|
|
38
|
Summit Wealth Partners
Orlando,
Florida
|
$202K
|
–
|
–
|
–
|
|
|
39
|
BSW Wealth Partners
Boulder,
Colorado
|
$201K
|
+$200K
|
+9,017
|
New
|
|
|
40
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$59K
|
–
|
–
|
–
|
|
|
41
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$35.2K
|
+$35.1K
|
+1,580
|
New
|
|
|
42
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$31.7K
|
+$31.5K
|
+1,420
|
New
|
|
|
43
|
Principal Securities
Des Moines,
Iowa
|
$20.1K
|
–
|
–
|
–
|
|
|
44
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$17.8K
|
–
|
–
|
–
|
|
|
45
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$7.01K
|
–
|
–
|
–
|
|
|
46
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$5.01K
|
+$4.99K
|
+225
|
New
|
|
|
47
|
Evermay Wealth Management
Arlington,
Virginia
|
–
|
-$111K
|
-5,000
|
Closed
|
|
