|
51
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$225K
|
+$221K
|
+9,501
|
New
|
|
|
52
|
Stifel Financial
St. Louis,
Missouri
|
$219K
|
+$215K
|
+9,212
|
New
|
|
|
53
|
Tableaux
Stockbridge,
Massachusetts
|
$211K
|
+$207K
|
+8,887
|
New
|
|
|
54
|
Global Retirement Partners
San Rafael,
California
|
$196K
|
+$193K
|
+8,274
|
New
|
|
|
55
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$141K
|
–
|
–
|
–
|
|
|
56
|
Principal Securities
Des Moines,
Iowa
|
$118K
|
+$95.7K
|
+4,108
|
+472%
|
|
|
57
|
EP Wealth Advisors
Torrance,
California
|
$102K
|
–
|
–
|
–
|
|
|
58
|
Barrett & Company
Providence,
Rhode Island
|
$45.7K
|
+$44.8K
|
+1,925
|
New
|
|
|
59
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$36K
|
+$35.4K
|
+1,518
|
New
|
|
|
60
|
AE Wealth Management
Topeka,
Kansas
|
$19K
|
+$8.15K
|
+350
|
+78%
|
|
|
61
|
Blue Trust Inc
Alpharetta,
Georgia
|
$18.9K
|
+$303
|
+13
|
+2%
|
|
|
62
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$16K
|
-$5.36K
|
-230
|
-26%
|
|
|
63
|
Harbour Investments
Madison,
Wisconsin
|
$12.9K
|
+$303
|
+13
|
+2%
|
|
|
64
|
|
–
|
-$42K
|
-1,800
|
Closed
|
|
