|
51
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$519K
|
+$525K
|
+11,525
|
New
|
|
|
52
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$409K
|
-$64.5K
|
-1,415
|
-13%
|
|
|
53
|
Barnes Wealth Management Group
Bakersfield,
California
|
$387K
|
+$391K
|
+8,584
|
New
|
|
|
54
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$370K
|
+$7.75K
|
+170
|
+2%
|
|
|
55
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$335K
|
+$338K
|
+7,428
|
New
|
|
|
56
|
Dahring Cusmano
Novi,
Michigan
|
$293K
|
+$296K
|
+6,501
|
New
|
|
|
57
|
Nautilus Advisors
La Jolla,
California
|
$285K
|
+$288K
|
+6,320
|
New
|
|
|
58
|
Clear Point Advisors
Melville,
New York
|
$284K
|
-$174K
|
-3,814
|
-38%
|
|
|
59
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$279K
|
+$282K
|
+6,181
|
New
|
|
|
60
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$275K
|
+$6.29K
|
+138
|
+2%
|
|
|
61
|
High Net Worth Advisory Group
Naples,
Florida
|
$271K
|
–
|
–
|
–
|
|
|
62
|
Mallini Complete Financial Planning
Gainesville,
Florida
|
$270K
|
–
|
–
|
–
|
|
|
63
|
Argent Trust Co
Nashville,
Tennessee
|
$260K
|
–
|
–
|
–
|
|
|
64
|
Richard P. Slaughter Associates
Austin,
Texas
|
$260K
|
–
|
–
|
–
|
|
|
65
|
Farther Finance Advisors
San Francisco,
California
|
$258K
|
-$16.6K
|
-365
|
-6%
|
|
|
66
|
Kestra Private Wealth Services
Austin,
Texas
|
$251K
|
+$28.6K
|
+627
|
+13%
|
|
|
67
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$207K
|
+$209K
|
+4,585
|
New
|
|
|
68
|
Flow Traders U.S.
New York
|
$204K
|
+$206K
|
+4,520
|
New
|
|
|
69
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$201K
|
–
|
–
|
–
|
|
|
70
|
MML Investors Services
Springfield,
Massachusetts
|
$201K
|
+$203K
|
+4,463
|
New
|
|
|
71
|
IFP Advisors
Tampa,
Florida
|
$166K
|
+$104K
|
+2,292
|
+166%
|
|
|
72
|
William Blair & Company
Chicago,
Illinois
|
$112K
|
–
|
–
|
–
|
|
|
73
|
Creative Financial Designs
Kokomo,
Indiana
|
$64.2K
|
+$410
|
+9
|
+0.6%
|
|
|
74
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$62K
|
+$62.6K
|
+1,373
|
New
|
|
|
75
|
GeoWealth Management
Chicago,
Illinois
|
$57K
|
+$22.3K
|
+490
|
+63%
|
|
