|
51
|
Lockerman Financial Group
Newport Beach,
California
|
$328K
|
+$3.48K
|
+45
|
+1%
|
|
|
52
|
Freedom Investment Management
Hartford,
Connecticut
|
$324K
|
-$65.9K
|
-853
|
-16%
|
|
|
53
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$287K
|
-$1.55K
|
-20
|
-0.5%
|
|
|
54
|
NewEdge Advisors
New Orleans,
Louisiana
|
$261K
|
+$12K
|
+155
|
+5%
|
|
|
55
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$255K
|
–
|
–
|
–
|
|
|
56
|
Elevation Wealth Management
Eden Prairie,
Minnesota
|
$253K
|
+$5.64K
|
+73
|
+2%
|
|
|
57
|
Sequoia Financial Advisors
Akron,
Ohio
|
$252K
|
–
|
–
|
–
|
|
|
58
|
Bay Colony Advisors
Concord,
Massachusetts
|
$249K
|
+$17.8K
|
+230
|
+7%
|
|
|
59
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$228K
|
+$213K
|
+2,753
|
+874%
|
|
|
60
|
Kestra Advisory Services
Austin,
Texas
|
$228K
|
+$237K
|
+3,066
|
New
|
|
|
61
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$215K
|
-$16.3K
|
-211
|
-7%
|
|
|
62
|
Concurrent Investment Advisors
Tampa,
Florida
|
$209K
|
+$217K
|
+2,810
|
New
|
|
|
63
|
3Chopt Investment Partners
Richmond,
Virginia
|
$183K
|
+$16.2K
|
+209
|
+9%
|
|
|
64
|
|
$170K
|
+$12.8K
|
+166
|
+8%
|
|
|
65
|
GeoWealth Management
Chicago,
Illinois
|
$159K
|
+$4.95K
|
+64
|
+3%
|
|
|
66
|
Advisornet Financial
Minnetonka,
Minnesota
|
$149K
|
+$9.28K
|
+120
|
+6%
|
|
|
67
|
Private Trust Company
Cleveland,
Ohio
|
$117K
|
+$4.87K
|
+63
|
+4%
|
|
|
68
|
Richardson Financial Services
Medway,
Massachusetts
|
$107K
|
-$7.58K
|
-98
|
-6%
|
|
|
69
|
Farther Finance Advisors
San Francisco,
California
|
$92.8K
|
-$10.9K
|
-141
|
-10%
|
|
|
70
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$61.7K
|
-$1.78K
|
-23
|
-3%
|
|
|
71
|
Tripletail Wealth Management
Orlando,
Florida
|
$54.3K
|
+$56K
|
+725
|
New
|
|
|
72
|
Advisory Services Network
Atlanta,
Georgia
|
$40.9K
|
+$42.6K
|
+551
|
New
|
|
|
73
|
UBS Group
Zurich,
Switzerland
|
$29.5K
|
+$30.8K
|
+398
|
New
|
|
|
74
|
Geneos Wealth Management
Englewood,
Colorado
|
$25.9K
|
+$5.02K
|
+65
|
+23%
|
|
|
75
|
Wells Fargo
San Francisco,
California
|
$17.1K
|
+$15K
|
+194
|
+539%
|
|
