|
51
|
Creative Planning
Overland Park,
Kansas
|
$525K
|
+$183K
|
+14,581
|
+49%
|
|
|
52
|
Atria Wealth Solutions
New York
|
$506K
|
+$2.45K
|
+196
|
+0.5%
|
|
|
53
|
All Season Financial Advisors
Denver,
Colorado
|
$503K
|
+$5.39K
|
+431
|
+1%
|
|
|
54
|
Level Four Advisory Services
Dallas,
Texas
|
$482K
|
+$148K
|
+11,800
|
+41%
|
|
|
55
|
Samalin Investment Counsel
Chappaqua,
New York
|
$475K
|
+$100K
|
+8,026
|
+25%
|
|
|
56
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$471K
|
+$29.8K
|
+2,384
|
+6%
|
|
|
57
|
Shufro Rose & Co
New York
|
$462K
|
+$31.3K
|
+2,500
|
+7%
|
|
|
58
|
Sweeney & Michel
Chico,
California
|
$450K
|
+$494K
|
+39,504
|
New
|
|
|
59
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$433K
|
+$3.39K
|
+271
|
+0.8%
|
|
|
60
|
Kestra Private Wealth Services
Austin,
Texas
|
$431K
|
-$355K
|
-28,398
|
-44%
|
|
|
61
|
Rothschild Investment LLC
Chicago,
Illinois
|
$423K
|
-$37.6K
|
-3,000
|
-8%
|
|
|
62
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$422K
|
–
|
–
|
–
|
|
|
63
|
Josh Arnold Investment Consultant
Edina,
Minnesota
|
$421K
|
–
|
–
|
–
|
|
|
64
|
Strategic Advisors
New York
|
$417K
|
+$4.61K
|
+368
|
+1%
|
|
|
65
|
NewEdge Advisors
New Orleans,
Louisiana
|
$410K
|
-$7.04K
|
-562
|
-2%
|
|
|
66
|
D.A. Davidson & Co
Great Falls,
Montana
|
$401K
|
+$25.6K
|
+2,044
|
+6%
|
|
|
67
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$401K
|
+$63.5K
|
+5,073
|
+18%
|
|
|
68
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$384K
|
+$99.6K
|
+7,956
|
+33%
|
|
|
69
|
Burney Company
Reston,
Virginia
|
$351K
|
-$12.9K
|
-1,030
|
-3%
|
|
|
70
|
HBW Advisory Services
Simi Valley,
California
|
$341K
|
+$123K
|
+9,809
|
+52%
|
|
|
71
|
Raymond James Trust
St. Petersburg,
Florida
|
$340K
|
+$12.9K
|
+1,030
|
+4%
|
|
|
72
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$337K
|
+$101K
|
+8,068
|
+40%
|
|
|
73
|
Mercer Global Advisors
Denver,
Colorado
|
$328K
|
+$21.2K
|
+1,694
|
+7%
|
|
|
74
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$325K
|
-$25K
|
-1,994
|
-7%
|
|
|
75
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$308K
|
+$551
|
+44
|
+0.2%
|
|
