|
26
|
Beam Wealth Advisors
Covington,
Louisiana
|
$423K
|
-$76.1K
|
-891
|
-14%
|
|
|
27
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$421K
|
+$132K
|
+1,548
|
+41%
|
|
|
28
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$387K
|
+$1.71K
|
+20
|
+0.4%
|
|
|
29
|
CreativeOne Wealth
Overland Park,
Kansas
|
$365K
|
-$102K
|
-1,197
|
-21%
|
|
|
30
|
Arbor Capital Management (Alaska)
Anchorage,
Alaska
|
$346K
|
+$20.8K
|
+243
|
+6%
|
|
|
31
|
Envestnet Asset Management
Chicago,
Illinois
|
$342K
|
+$31K
|
+363
|
+9%
|
|
|
32
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$314K
|
–
|
–
|
–
|
|
|
33
|
|
$307K
|
–
|
–
|
–
|
|
|
34
|
CVA Family Office
Denver,
Colorado
|
$237K
|
+$427
|
+5
|
+0.2%
|
|
|
35
|
MML Investors Services
Springfield,
Massachusetts
|
$224K
|
-$224K
|
-2,624
|
-48%
|
|
|
36
|
Cetera Advisor Networks
El Segundo,
California
|
$217K
|
+$234K
|
+2,743
|
New
|
|
|
37
|
Pacific Sun Financial
Los Angeles,
California
|
$211K
|
+$8.12K
|
+95
|
+4%
|
|
|
38
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$119K
|
-$85.5K
|
-1,000
|
-40%
|
|
|
39
|
IFP Advisors
Tampa,
Florida
|
$76.2K
|
+$598
|
+7
|
+0.7%
|
|
|
40
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$39.5K
|
+$42.7K
|
+500
|
New
|
|
|
41
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$35K
|
–
|
–
|
–
|
|
|
42
|
UBS Group
Zurich,
Switzerland
|
$23.6K
|
-$215K
|
-2,512
|
-89%
|
|
|
43
|
Private Trust Company
Cleveland,
Ohio
|
$14.1K
|
–
|
–
|
–
|
|
|
44
|
Anchor Investment Management
Columbia,
South Carolina
|
$11.8K
|
–
|
–
|
–
|
|
|
45
|
Sunbelt Securities
Houston,
Texas
|
$11.8K
|
–
|
–
|
–
|
|
|
46
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$11.4K
|
+$12.3K
|
+144
|
New
|
|
|
47
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$9.64K
|
+$4.44K
|
+52
|
+74%
|
|
|
48
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$7.9K
|
–
|
–
|
–
|
|
|
49
|
Global Retirement Partners
San Rafael,
California
|
$7.7K
|
-$1.03K
|
-12
|
-11%
|
|
|
50
|
Comerica Bank
Dallas,
Texas
|
$3.16K
|
+$3.42K
|
+40
|
New
|
|
