|
51
|
Beam Wealth Advisors
Covington,
Louisiana
|
$233K
|
+$230K
|
+9,140
|
New
|
|
|
52
|
MML Investors Services
Springfield,
Massachusetts
|
$222K
|
+$2.16K
|
+86
|
+1%
|
|
|
53
|
Private Advisor Group
Morristown,
New Jersey
|
$216K
|
+$212K
|
+8,440
|
New
|
|
|
54
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$213K
|
+$209K
|
+8,329
|
New
|
|
|
55
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$191K
|
-$131K
|
-5,200
|
-41%
|
|
|
56
|
Allred Capital Management
Dallas,
Texas
|
$137K
|
+$134K
|
+5,346
|
New
|
|
|
57
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$65K
|
–
|
–
|
–
|
|
|
58
|
|
$56K
|
+$25.1K
|
+1,000
|
+85%
|
|
|
59
|
Great Diamond Partners
Portland,
Maine
|
$51K
|
+$50.3K
|
+2,000
|
New
|
|
|
60
|
Weaver Consulting Group
Huntington Beach,
California
|
$50K
|
–
|
–
|
–
|
|
|
61
|
Retirement Group
San Diego,
California
|
$38K
|
+$37.5K
|
+1,490
|
New
|
|
|
62
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$33K
|
–
|
–
|
–
|
|
|
63
|
Matrix Private Capital Group
New York
|
$31K
|
+$30.2K
|
+1,201
|
New
|
|
|
64
|
PSI Advisors
Tampa,
Florida
|
$29K
|
+$29.4K
|
+1,170
|
New
|
|
|
65
|
Advisory Services Network
Atlanta,
Georgia
|
$28K
|
+$15.1K
|
+600
|
+124%
|
|
|
66
|
Verus Capital Partners
Scottsdale,
Arizona
|
$23K
|
+$22.6K
|
+900
|
New
|
|
|
67
|
Realta Investment Advisors
Wilmington,
Delaware
|
$14K
|
–
|
–
|
–
|
|
|
68
|
RPG Investment Advisory
Pleasanton,
California
|
$14K
|
–
|
–
|
–
|
|
|
69
|
Fidelity Investments
Boston,
Massachusetts
|
$9K
|
–
|
–
|
–
|
|
|
70
|
LifePlan Financial Group
Dayton,
Ohio
|
$9K
|
–
|
–
|
–
|
|
|
71
|
American Portfolios Advisors
Holbrook,
New York
|
$6.39K
|
–
|
–
|
–
|
|
|
72
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$5K
|
-$4.42K
|
-176
|
-47%
|
|
|
73
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4K
|
–
|
–
|
–
|
|
|
74
|
Institute for Wealth Management
Denver,
Colorado
|
$2K
|
+$2.16K
|
+86
|
New
|
|
|
75
|
Aspiriant LLC
Los Angeles,
California
|
–
|
-$6.59M
|
-263,872
|
Closed
|
|
