|
51
|
NewEdge Advisors
New Orleans,
Louisiana
|
$538K
|
–
|
–
|
–
|
|
|
52
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$537K
|
-$2.19M
|
-70,551
|
-81%
|
|
|
53
|
Truist Financial
Charlotte,
North Carolina
|
$534K
|
+$3.32K
|
+107
|
+0.7%
|
|
|
54
|
Clear Point Advisors
Melville,
New York
|
$501K
|
+$25.1K
|
+807
|
+6%
|
|
|
55
|
Straight Path Wealth Management
Jenison,
Michigan
|
$492K
|
+$7.27K
|
+234
|
+2%
|
|
|
56
|
BCS Wealth Management
Johnson City,
Tennessee
|
$461K
|
+$74.9K
|
+2,412
|
+20%
|
|
|
57
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$424K
|
-$25.7M
|
-828,444
|
-98%
|
|
|
58
|
Concurrent Investment Advisors
Tampa,
Florida
|
$423K
|
–
|
–
|
–
|
|
|
59
|
My Personal CFO LLC
Vancouver,
Washington
|
$412K
|
–
|
–
|
–
|
|
|
60
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$393K
|
–
|
–
|
–
|
|
|
61
|
Long Island Wealth Management
Melville,
New York
|
$387K
|
–
|
–
|
–
|
|
|
62
|
Leigh Baldwin & Co
Cazenovia,
New York
|
$374K
|
-$24.8K
|
-800
|
-6%
|
|
|
63
|
Helium Advisors
Everett,
Washington
|
$363K
|
+$348K
|
+11,222
|
New
|
|
|
64
|
NFP Retirement Inc
Aliso Viejo,
California
|
$358K
|
–
|
–
|
–
|
|
|
65
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$346K
|
–
|
–
|
–
|
|
|
66
|
Archer Investment Corporation
Carmel,
Indiana
|
$340K
|
–
|
–
|
–
|
|
|
67
|
Focus Partners Wealth
Boston,
Massachusetts
|
$336K
|
–
|
–
|
–
|
|
|
68
|
Financial Network Wealth Advisors
Murray,
Utah
|
$321K
|
–
|
–
|
–
|
|
|
69
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$310K
|
+$32K
|
+1,031
|
+12%
|
|
|
70
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$308K
|
+$295K
|
+9,504
|
New
|
|
|
71
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$306K
|
+$294K
|
+9,452
|
New
|
|
|
72
|
WorthPointe
La Jolla,
California
|
$297K
|
+$285K
|
+9,178
|
New
|
|
|
73
|
Strategic Blueprint
Atlanta,
Georgia
|
$292K
|
+$2.36K
|
+76
|
+0.8%
|
|
|
74
|
Arete Wealth Advisors
Chicago,
Illinois
|
$289K
|
+$25.2K
|
+813
|
+10%
|
|
|
75
|
Bank of New York Mellon
New York
|
$289K
|
-$31
|
-1
|
-0%
|
|
