|
51
|
Opes Wealth Management
Menlo Park,
California
|
$374K
|
+$111K
|
+2,910
|
+40%
|
|
|
52
|
American Portfolios Advisors
Holbrook,
New York
|
$363K
|
+$18.6K
|
+490
|
+5%
|
|
|
53
|
Evergreen Capital Management
Bellevue,
Washington
|
$350K
|
+$25.9K
|
+680
|
+8%
|
|
|
54
|
UMB Bank
Kansas City,
Missouri
|
$349K
|
+$17.5K
|
+460
|
+5%
|
|
|
55
|
Addison Advisors
Middlebury,
Vermont
|
$304K
|
–
|
–
|
–
|
|
|
56
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$293K
|
+$6.46K
|
+170
|
+2%
|
|
|
57
|
Avantax Advisory Services
Dallas,
Texas
|
$268K
|
+$22.6K
|
+595
|
+9%
|
|
|
58
|
Stokes Family Office
New Orleans,
Louisiana
|
$265K
|
–
|
–
|
–
|
|
|
59
|
Chicago Wealth Management
Chicago,
Illinois
|
$262K
|
-$989
|
-26
|
-0.4%
|
|
|
60
|
IFP Advisors
Tampa,
Florida
|
$260K
|
-$5.48K
|
-144
|
-2%
|
|
|
61
|
Lake Street Private Wealth
Chicago,
Illinois
|
$258K
|
+$265K
|
+6,974
|
New
|
|
|
62
|
Steward Partners Investment Advisory
New York
|
$239K
|
+$15.1K
|
+396
|
+7%
|
|
|
63
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$222K
|
+$78.1K
|
+2,055
|
+52%
|
|
|
64
|
Astoria Portfolio Advisors
New York
|
$217K
|
+$224K
|
+5,885
|
New
|
|
|
65
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$213K
|
-$551K
|
-14,495
|
-72%
|
|
|
66
|
Ramiah Investment Group
Brookfield,
Wisconsin
|
$210K
|
+$913
|
+24
|
+0.4%
|
|
|
67
|
Neumann Capital Management
Foster City,
California
|
$206K
|
–
|
–
|
–
|
|
|
68
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$204K
|
+$211K
|
+5,544
|
New
|
|
|
69
|
Signet Financial Management
Parsippany,
New Jersey
|
$199K
|
+$205K
|
+5,387
|
New
|
|
|
70
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$183K
|
+$12.1K
|
+318
|
+7%
|
|
|
71
|
Parallel Advisors
San Francisco,
California
|
$88K
|
–
|
–
|
–
|
|
|
72
|
Retirement Group
San Diego,
California
|
$88K
|
–
|
–
|
–
|
|
|
73
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$77K
|
+$79.2K
|
+2,084
|
New
|
|
|
74
|
Bessemer Group
Woodbridge,
New Jersey
|
$64K
|
–
|
–
|
–
|
|
|
75
|
Private Capital Group
West Hartford,
Connecticut
|
$52K
|
–
|
–
|
–
|
|
