|
51
|
Beacon Pointe Advisors
Newport Beach,
California
|
$290K
|
+$48
|
+1
|
+0%
|
|
|
52
|
Yoder Wealth Management
Walnut Creek,
California
|
$288K
|
–
|
–
|
–
|
|
|
53
|
Wharton Business Group
Malvern,
Pennsylvania
|
$278K
|
–
|
–
|
–
|
|
|
54
|
MML Investors Services
Springfield,
Massachusetts
|
$238K
|
-$108K
|
-2,248
|
-33%
|
|
|
55
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$237K
|
+$5.31K
|
+110
|
+3%
|
|
|
56
|
Wealthcare Capital Partners
West Chester,
Pennsylvania
|
$229K
|
-$3.76K
|
-78
|
-2%
|
|
|
57
|
Bawa N Mallick Trust
Forest Hills,
New York
|
$212K
|
+$193K
|
+4,000
|
New
|
|
|
58
|
Jones Financial Companies
Des Peres,
Missouri
|
$202K
|
+$20.2K
|
+418
|
+12%
|
|
|
59
|
Rockefeller Capital Management
New York
|
$181K
|
+$164K
|
+3,401
|
New
|
|
|
60
|
Fidelity Investments
Boston,
Massachusetts
|
$179K
|
+$12K
|
+249
|
+8%
|
|
|
61
|
Spire Wealth Management
Mclean,
Virginia
|
$167K
|
–
|
–
|
–
|
|
|
62
|
Global Retirement Partners
San Rafael,
California
|
$151K
|
-$482
|
-10
|
-0.4%
|
|
|
63
|
Wealthspire Advisors (New York)
New York
|
$123K
|
+$112K
|
+2,323
|
New
|
|
|
64
|
MAI Capital Management
Independence,
Ohio
|
$116K
|
–
|
–
|
–
|
|
|
65
|
Greykasell Wealth Strategies
Danville,
California
|
$77K
|
–
|
–
|
–
|
|
|
66
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$69.3K
|
–
|
–
|
–
|
|
|
67
|
Toth Financial Advisory
Leesburg,
Virginia
|
$62.1K
|
–
|
–
|
–
|
|
|
68
|
Addison Advisors
Middlebury,
Vermont
|
$46.5K
|
–
|
–
|
–
|
|
|
69
|
Farther Finance Advisors
San Francisco,
California
|
$46.2K
|
+$42K
|
+870
|
New
|
|
|
70
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$41.4K
|
–
|
–
|
–
|
|
|
71
|
CVA Family Office
Denver,
Colorado
|
$39.8K
|
–
|
–
|
–
|
|
|
72
|
Biltmore Family Office
Charlotte,
North Carolina
|
$39K
|
–
|
–
|
–
|
|
|
73
|
Advisory Services Network
Atlanta,
Georgia
|
$32K
|
+$29K
|
+602
|
New
|
|
|
74
|
Whipplewood Advisors
Littleton,
Colorado
|
$31.8K
|
–
|
–
|
–
|
|
|
75
|
IFP Advisors
Tampa,
Florida
|
$29.6K
|
–
|
–
|
–
|
|
