|
51
|
Perennial Investment Advisors
Los Angeles,
California
|
$346K
|
–
|
–
|
–
|
|
|
52
|
Good Life Advisors
Reading,
Pennsylvania
|
$335K
|
+$265K
|
+2,768
|
New
|
|
|
53
|
Creative Planning
Overland Park,
Kansas
|
$314K
|
+$248K
|
+2,596
|
New
|
|
|
54
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$314K
|
+$248K
|
+2,594
|
New
|
|
|
55
|
Fiduciary Alliance
Greenville,
South Carolina
|
$269K
|
+$213K
|
+2,225
|
New
|
|
|
56
|
King Wealth Management Group
Naples,
Florida
|
$261K
|
+$206K
|
+2,160
|
New
|
|
|
57
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$251K
|
+$199K
|
+2,082
|
New
|
|
|
58
|
Harbour Investments
Madison,
Wisconsin
|
$244K
|
+$193K
|
+2,014
|
New
|
|
|
59
|
Venture Visionary Partners
Sylvania,
Ohio
|
$242K
|
+$191K
|
+2,000
|
New
|
|
|
60
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$230K
|
+$182K
|
+1,900
|
New
|
|
|
61
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$227K
|
+$180K
|
+1,879
|
New
|
|
|
62
|
Kestra Advisory Services
Austin,
Texas
|
$226K
|
+$178K
|
+1,865
|
New
|
|
|
63
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$217K
|
–
|
–
|
–
|
|
|
64
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$142K
|
+$112K
|
+1,175
|
New
|
|
|
65
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$121K
|
–
|
–
|
–
|
|
|
66
|
UBS Group
Zurich,
Switzerland
|
$78.7K
|
-$4.75M
|
-49,736
|
-99%
|
|
|
67
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$77.8K
|
+$61.5K
|
+643
|
New
|
|
|
68
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$61K
|
+$48.7K
|
+509
|
New
|
|
|
69
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$60.5K
|
–
|
–
|
–
|
|
|
70
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$57K
|
+$44.9K
|
+470
|
New
|
|
|
71
|
Comerica Bank
Dallas,
Texas
|
$48.4K
|
+$38.2K
|
+400
|
New
|
|
|
72
|
Vision Financial Markets
Stamford,
Connecticut
|
$43.1K
|
+$669
|
+7
|
+2%
|
|
|
73
|
Farther Finance Advisors
San Francisco,
California
|
$37.9K
|
+$29.9K
|
+313
|
New
|
|
|
74
|
Millennium Management
New York
|
$36.3K
|
–
|
–
|
–
|
|
|
75
|
Truvestments Capital
Sarasota,
Florida
|
$36.3K
|
+$28.7K
|
+300
|
New
|
|
