|
51
|
Lockerman Financial Group
Newport Beach,
California
|
$421K
|
+$33.7K
|
+409
|
+9%
|
|
|
52
|
Freedom Investment Management
Hartford,
Connecticut
|
$401K
|
+$19.7K
|
+239
|
+5%
|
|
|
53
|
Lake Street Private Wealth
Chicago,
Illinois
|
$394K
|
-$17K
|
-206
|
-4%
|
|
|
54
|
Ascent Group
Virginia Beach,
Virginia
|
$386K
|
-$742
|
-9
|
-0.2%
|
|
|
55
|
Farther Finance Advisors
San Francisco,
California
|
$383K
|
+$261K
|
+3,170
|
+258%
|
|
|
56
|
Concurrent Investment Advisors
Tampa,
Florida
|
$326K
|
+$76.4K
|
+926
|
+33%
|
|
|
57
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$300K
|
+$284K
|
+3,445
|
New
|
|
|
58
|
Sequoia Financial Advisors
Akron,
Ohio
|
$296K
|
-$165
|
-2
|
-0.1%
|
|
|
59
|
Elevation Wealth Management
Eden Prairie,
Minnesota
|
$292K
|
-$4.87K
|
-59
|
-2%
|
|
|
60
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$270K
|
-$299K
|
-3,628
|
-54%
|
|
|
61
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$264K
|
-$68.9K
|
-835
|
-22%
|
|
|
62
|
Citadel Advisors
Miami,
Florida
|
$255K
|
-$758K
|
-9,193
|
-76%
|
|
|
63
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$253K
|
–
|
–
|
–
|
|
|
64
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$251K
|
-$45.6K
|
-553
|
-16%
|
|
|
65
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$218K
|
+$206K
|
+2,495
|
New
|
|
|
66
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$211K
|
+$206K
|
+2,501
|
New
|
|
|
67
|
Advisornet Financial
Minnetonka,
Minnesota
|
$205K
|
+$28.7K
|
+348
|
+17%
|
|
|
68
|
Luts & Greenleigh Group
Bethesda,
Maryland
|
$201K
|
+$190K
|
+2,307
|
New
|
|
|
69
|
3Chopt Investment Partners
Richmond,
Virginia
|
$198K
|
-$16.6K
|
-201
|
-8%
|
|
|
70
|
GeoWealth Management
Chicago,
Illinois
|
$190K
|
+$2.89K
|
+35
|
+2%
|
|
|
71
|
Private Trust Company
Cleveland,
Ohio
|
$175K
|
+$36.5K
|
+442
|
+28%
|
|
|
72
|
Global Retirement Partners
San Rafael,
California
|
$165K
|
+$156K
|
+1,897
|
New
|
|
|
73
|
Richardson Financial Services
Medway,
Massachusetts
|
$120K
|
-$6.19K
|
-75
|
-5%
|
|
|
74
|
UBS Group
Zurich,
Switzerland
|
$97.8K
|
+$59.7K
|
+724
|
+182%
|
|
|
75
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$66.7K
|
-$5.44K
|
-66
|
-8%
|
|
