|
26
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$552K
|
+$11.8K
|
+296
|
+2%
|
|
|
27
|
Next Level Wealth Planning
Meridian,
Idaho
|
$522K
|
+$9.22K
|
+232
|
+2%
|
|
|
28
|
Private Advisor Group
Morristown,
New Jersey
|
$438K
|
-$54.1K
|
-1,362
|
-11%
|
|
|
29
|
Sterling Group Wealth Management
Pasadena,
California
|
$426K
|
–
|
–
|
–
|
|
|
30
|
Park Avenue Securities
New York
|
$420K
|
+$118K
|
+2,974
|
+40%
|
|
|
31
|
Principal Securities
Des Moines,
Iowa
|
$410K
|
+$113K
|
+2,840
|
+39%
|
|
|
32
|
|
$345K
|
-$3.09M
|
-77,732
|
-90%
|
|
|
33
|
Atomi Financial Group
New York
|
$335K
|
-$24.1K
|
-607
|
-7%
|
|
|
34
|
Bright Futures Wealth Management
Webster, Ny 14580,
New York
|
$328K
|
+$33.5K
|
+843
|
+12%
|
|
|
35
|
Main Line Retirement Advisors
Whitefish,
Montana
|
$307K
|
+$278
|
+7
|
+0.1%
|
|
|
36
|
Independent Financial Group
San Diego,
California
|
$289K
|
-$339K
|
-8,543
|
-54%
|
|
|
37
|
UBS Group
Zurich,
Switzerland
|
$287K
|
-$99.5K
|
-2,505
|
-26%
|
|
|
38
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$256K
|
–
|
–
|
–
|
|
|
39
|
Sentinus LLC
Oak Brook,
Illinois
|
$244K
|
–
|
–
|
–
|
|
|
40
|
Wells Fargo
San Francisco,
California
|
$132K
|
-$2.66K
|
-67
|
-2%
|
|
|
41
|
Allworth Financial
Folsom,
California
|
$121K
|
-$17K
|
-427
|
-12%
|
|
|
42
|
Harbour Investments
Madison,
Wisconsin
|
$120K
|
+$40
|
+1
|
+0%
|
|
|
43
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$104K
|
–
|
–
|
–
|
|
|
44
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$65.6K
|
-$1.31K
|
-33
|
-2%
|
|
|
45
|
Farther Finance Advisors
San Francisco,
California
|
$54.8K
|
+$3.73K
|
+94
|
+7%
|
|
|
46
|
Rockefeller Capital Management
New York
|
$39.1K
|
+$1.87K
|
+47
|
+5%
|
|
|
47
|
Global Retirement Partners
San Rafael,
California
|
$26.2K
|
+$25.9K
|
+652
|
New
|
|
|
48
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$21.4K
|
+$21.1K
|
+531
|
New
|
|
|
49
|
Fidelity Investments
Boston,
Massachusetts
|
$20.6K
|
+$9.89K
|
+249
|
+94%
|
|
|
50
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$15.2K
|
-$278
|
-7
|
-2%
|
|
