|
51
|
Creative Planning
Overland Park,
Kansas
|
$400K
|
+$12K
|
+404
|
+3%
|
|
|
52
|
HeadInvest LLC
Portland,
Maine
|
$325K
|
-$24.5K
|
-825
|
-7%
|
|
|
53
|
WealthTrust Asset Management
Destin,
Florida
|
$318K
|
+$7.85K
|
+264
|
+3%
|
|
|
54
|
Doliver Advisors
Houston,
Texas
|
$299K
|
+$328K
|
+11,042
|
New
|
|
|
55
|
Griffin Asset Management
New York
|
$287K
|
–
|
–
|
–
|
|
|
56
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$287K
|
+$6.24K
|
+210
|
+2%
|
|
|
57
|
Eaton Vance Management
Boston,
Massachusetts
|
$267K
|
–
|
–
|
–
|
|
|
58
|
Vivaldi Capital Management
Chicago,
Illinois
|
$248K
|
–
|
–
|
–
|
|
|
59
|
Cypress Wealth Services
Palm Desert,
California
|
$247K
|
+$1.81K
|
+61
|
+0.8%
|
|
|
60
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$241K
|
+$234K
|
+7,869
|
New
|
|
|
61
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$232K
|
+$8.65K
|
+291
|
+4%
|
|
|
62
|
Kestra Private Wealth Services
Austin,
Texas
|
$224K
|
+$217K
|
+7,310
|
New
|
|
|
63
|
Chemistry Wealth Management
New York
|
$223K
|
+$216K
|
+7,260
|
New
|
|
|
64
|
Next Level Private
Harrison,
New York
|
$223K
|
+$216K
|
+7,260
|
New
|
|
|
65
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$216K
|
+$219K
|
+7,359
|
New
|
|
|
66
|
Cetera Advisors
Denver,
Colorado
|
$215K
|
+$208K
|
+7,004
|
New
|
|
|
67
|
Level Four Advisory Services
Dallas,
Texas
|
$212K
|
+$206K
|
+6,923
|
New
|
|
|
68
|
Rockefeller Capital Management
New York
|
$183K
|
-$5.89K
|
-198
|
-3%
|
|
|
69
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$178K
|
+$173K
|
+5,811
|
New
|
|
|
70
|
Steward Partners Investment Advisory
New York
|
$173K
|
–
|
–
|
–
|
|
|
71
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$166K
|
–
|
–
|
–
|
|
|
72
|
Next Financial Group
Houston,
Texas
|
$130K
|
–
|
–
|
–
|
|
|
73
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$120K
|
+$117K
|
+3,931
|
New
|
|
|
74
|
Allworth Financial
Folsom,
California
|
$114K
|
–
|
–
|
–
|
|
|
75
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$107K
|
+$9.87K
|
+332
|
+11%
|
|
