|
51
|
Moneywise Inc
Forest,
Virginia
|
$309K
|
+$22.2K
|
+886
|
+7%
|
|
|
52
|
US Bancorp
Minneapolis,
Minnesota
|
$304K
|
+$12.6K
|
+504
|
+4%
|
|
|
53
|
Financial Insights
Tacoma,
Washington
|
$286K
|
-$8.25K
|
-330
|
-3%
|
|
|
54
|
Monterey Private Wealth
Monterey,
California
|
$273K
|
-$17K
|
-681
|
-5%
|
|
|
55
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$257K
|
-$33.6K
|
-1,342
|
-10%
|
|
|
56
|
NorthLanding Financial Partners
Rochester,
New York
|
$257K
|
+$288K
|
+11,500
|
New
|
|
|
57
|
MML Investors Services
Springfield,
Massachusetts
|
$247K
|
+$22.5K
|
+899
|
+9%
|
|
|
58
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$243K
|
+$1.65K
|
+66
|
+0.6%
|
|
|
59
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$223K
|
+$1.25K
|
+50
|
+0.5%
|
|
|
60
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$222K
|
+$10.2K
|
+409
|
+4%
|
|
|
61
|
D.A. Davidson & Co
Great Falls,
Montana
|
$221K
|
–
|
–
|
–
|
|
|
62
|
American Portfolios Advisors
Holbrook,
New York
|
$161K
|
-$22.5K
|
-900
|
-11%
|
|
|
63
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$127K
|
-$11.5K
|
-461
|
-7%
|
|
|
64
|
Baystate Wealth Management
Boston,
Massachusetts
|
$113K
|
–
|
–
|
–
|
|
|
65
|
IFP Advisors
Tampa,
Florida
|
$94K
|
–
|
–
|
–
|
|
|
66
|
Creative Financial Designs
Kokomo,
Indiana
|
$90K
|
+$5.75K
|
+230
|
+6%
|
|
|
67
|
Harbour Investments
Madison,
Wisconsin
|
$81K
|
–
|
–
|
–
|
|
|
68
|
Tortoise Investment Management
White Plains,
New York
|
$78K
|
-$1.25K
|
-50
|
-1%
|
|
|
69
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$74K
|
+$83.4K
|
+3,334
|
New
|
|
|
70
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$68K
|
+$3.03K
|
+121
|
+4%
|
|
|
71
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$63K
|
–
|
–
|
–
|
|
|
72
|
Steward Partners Investment Advisory
New York
|
$42K
|
-$12K
|
-480
|
-21%
|
|
|
73
|
Covington Capital Management
Los Angeles,
California
|
$26K
|
–
|
–
|
–
|
|
|
74
|
Gradient Investments
Arden Hills,
Minnesota
|
$3K
|
-$1.71M
|
-68,336
|
-100%
|
|
|
75
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$3.18M
|
-126,050
|
Closed
|
|
