|
51
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$266K
|
–
|
–
|
–
|
|
|
52
|
Evanson Asset Management
Carmel,
California
|
$256K
|
+$255K
|
+10,732
|
New
|
|
|
53
|
Stifel Financial
St. Louis,
Missouri
|
$250K
|
+$30.5K
|
+1,286
|
+14%
|
|
|
54
|
Private Advisor Group
Morristown,
New Jersey
|
$250K
|
+$10.2K
|
+432
|
+4%
|
|
|
55
|
Tableaux
Stockbridge,
Massachusetts
|
$240K
|
+$27.3K
|
+1,151
|
+13%
|
|
|
56
|
Old Mission Capital
Chicago,
Illinois
|
$209K
|
-$92.6K
|
-3,905
|
-31%
|
|
|
57
|
Global Retirement Partners
San Rafael,
California
|
$199K
|
+$1.66K
|
+70
|
+0.8%
|
|
|
58
|
AE Wealth Management
Topeka,
Kansas
|
$174K
|
+$154K
|
+6,509
|
+814%
|
|
|
59
|
GAMMA Investing
Foster City,
California
|
$163K
|
-$1.08M
|
-45,490
|
-87%
|
|
|
60
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$141K
|
–
|
–
|
–
|
|
|
61
|
Principal Securities
Des Moines,
Iowa
|
$121K
|
+$2.25K
|
+95
|
+2%
|
|
|
62
|
Barrett & Company
Providence,
Rhode Island
|
$45.9K
|
–
|
–
|
–
|
|
|
63
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$24K
|
+$7.92K
|
+334
|
+50%
|
|
|
64
|
Blue Trust Inc
Alpharetta,
Georgia
|
$19.3K
|
+$308
|
+13
|
+2%
|
|
|
65
|
High Note Wealth
Deephaven,
Minnesota
|
$18.1K
|
+$18K
|
+759
|
New
|
|
|
66
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$18K
|
+$17.5K
|
+737
|
New
|
|
|
67
|
Farther Finance Advisors
San Francisco,
California
|
$16.6K
|
+$16.5K
|
+696
|
New
|
|
|
68
|
Harbour Investments
Madison,
Wisconsin
|
$12.9K
|
–
|
–
|
–
|
|
|
69
|
HM Payson & Co
Portland,
Maine
|
$10K
|
+$9.96K
|
+420
|
New
|
|
|
70
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$7.16K
|
+$7.12K
|
+300
|
New
|
|
|
71
|
Clearstead Advisors
Cleveland,
Ohio
|
$4.4K
|
+$4.36K
|
+184
|
New
|
|
|
72
|
Advisory Services Network
Atlanta,
Georgia
|
$3.51K
|
+$3.49K
|
+147
|
New
|
|
|
73
|
Seaview Investment Managers
Miami,
Florida
|
–
|
-$882K
|
-37,163
|
Closed
|
|
|
74
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$445K
|
-18,747
|
Closed
|
|
|
75
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
–
|
-$306K
|
-12,900
|
Closed
|
|
