|
51
|
EP Wealth Advisors
Torrance,
California
|
$366K
|
+$367K
|
+7,315
|
New
|
|
|
52
|
American Portfolios Advisors
Holbrook,
New York
|
$348K
|
-$163K
|
-3,251
|
-32%
|
|
|
53
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$338K
|
–
|
–
|
–
|
|
|
54
|
Private Advisor Group
Morristown,
New Jersey
|
$335K
|
+$336K
|
+6,685
|
New
|
|
|
55
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$334K
|
+$32.4K
|
+645
|
+11%
|
|
|
56
|
CX Institutional
Auburn,
Indiana
|
$321K
|
+$72.8K
|
+1,449
|
+29%
|
|
|
57
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$301K
|
+$18.1K
|
+361
|
+6%
|
|
|
58
|
Appleton Partners
Boston,
Massachusetts
|
$286K
|
–
|
–
|
–
|
|
|
59
|
Principle Wealth Partners
Madison,
Connecticut
|
$286K
|
–
|
–
|
–
|
|
|
60
|
Truist Financial
Charlotte,
North Carolina
|
$261K
|
-$1.85M
|
-36,864
|
-88%
|
|
|
61
|
Larson Financial Group
St Louis,
Missouri
|
$248K
|
+$218K
|
+4,340
|
+709%
|
|
|
62
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$234K
|
+$235K
|
+4,677
|
New
|
|
|
63
|
IFP Advisors
Tampa,
Florida
|
$223K
|
+$59.9K
|
+1,192
|
+36%
|
|
|
64
|
Lido Advisors
Los Angeles,
California
|
$218K
|
+$219K
|
+4,351
|
New
|
|
|
65
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$212K
|
–
|
–
|
–
|
|
|
66
|
Vicus Capital
State College,
Pennsylvania
|
$212K
|
–
|
–
|
–
|
|
|
67
|
Institute for Wealth Management
Denver,
Colorado
|
$204K
|
+$205K
|
+4,080
|
New
|
|
|
68
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$153K
|
+$153K
|
+3,039
|
New
|
|
|
69
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$130K
|
–
|
–
|
–
|
|
|
70
|
Steward Partners Investment Advisory
New York
|
$124K
|
+$53K
|
+1,055
|
+74%
|
|
|
71
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$96K
|
+$95.9K
|
+1,910
|
New
|
|
|
72
|
Harbour Investments
Madison,
Wisconsin
|
$80K
|
+$80.2K
|
+1,597
|
New
|
|
|
73
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$76K
|
+$39.9K
|
+795
|
+110%
|
|
|
74
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$70K
|
-$300K
|
-5,978
|
-81%
|
|
|
75
|
|
$68K
|
-$15.5K
|
-309
|
-18%
|
|
