|
51
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$381K
|
–
|
–
|
–
|
|
|
52
|
Global Retirement Partners
San Rafael,
California
|
$378K
|
+$335K
|
+19,299
|
+809%
|
|
|
53
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$357K
|
-$189K
|
-10,896
|
-35%
|
|
|
54
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$352K
|
-$83.4K
|
-4,805
|
-19%
|
|
|
55
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$348K
|
+$41.6K
|
+2,395
|
+14%
|
|
|
56
|
Axxcess Wealth Management
Carlsbad,
California
|
$338K
|
+$33K
|
+1,900
|
+11%
|
|
|
57
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$337K
|
+$33K
|
+1,900
|
+11%
|
|
|
58
|
One Capital Management
Westlake Village,
California
|
$335K
|
–
|
–
|
–
|
|
|
59
|
Detalus Advisors
St. Louis,
Missouri
|
$335K
|
-$27.2K
|
-1,566
|
-8%
|
|
|
60
|
HighTower Advisors
Chicago,
Illinois
|
$330K
|
+$105K
|
+6,065
|
+47%
|
|
|
61
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$314K
|
-$550K
|
-31,657
|
-64%
|
|
|
62
|
WealthShield Partners
Cary,
North Carolina
|
$275K
|
–
|
–
|
–
|
|
|
63
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$250K
|
+$250K
|
+14,384
|
New
|
|
|
64
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$245K
|
+$6.27K
|
+361
|
+3%
|
|
|
65
|
Boston Family Office
Boston,
Massachusetts
|
$242K
|
–
|
–
|
–
|
|
|
66
|
Truist Financial
Charlotte,
North Carolina
|
$241K
|
+$5.02K
|
+289
|
+2%
|
|
|
67
|
Strategic Financial Concepts
San Antonio,
Texas
|
$237K
|
+$236K
|
+13,587
|
New
|
|
|
68
|
PFG Investments
Woodbury,
New York
|
$216K
|
-$11.5K
|
-664
|
-5%
|
|
|
69
|
Vicus Capital
State College,
Pennsylvania
|
$210K
|
+$209K
|
+12,053
|
New
|
|
|
70
|
Trilogy Capital
Irvine,
California
|
$202K
|
–
|
–
|
–
|
|
|
71
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$195K
|
-$48.4K
|
-2,789
|
-20%
|
|
|
72
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$192K
|
-$323K
|
-18,603
|
-63%
|
|
|
73
|
Berger Financial Group
Plymouth,
Minnesota
|
$192K
|
–
|
–
|
–
|
|
|
74
|
Concurrent Investment Advisors
Tampa,
Florida
|
$191K
|
+$191K
|
+10,994
|
New
|
|
|
75
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$188K
|
+$188K
|
+10,825
|
New
|
|
