|
51
|
Encompass Wealth Advisors
Portland,
Oregon
|
$444K
|
–
|
–
|
–
|
|
|
52
|
Kennedy Investment Group
West Depford,
New Jersey
|
$352K
|
+$350K
|
+14,017
|
New
|
|
|
53
|
Lido Advisors
Los Angeles,
California
|
$331K
|
–
|
–
|
–
|
|
|
54
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$298K
|
-$354K
|
-14,193
|
-54%
|
|
|
55
|
Rockport Wealth
Fairview Park,
Ohio
|
$268K
|
-$64.2K
|
-2,570
|
-19%
|
|
|
56
|
Equitable Holdings
New York
|
$252K
|
+$42.2K
|
+1,692
|
+20%
|
|
|
57
|
Detalus Advisors
St. Louis,
Missouri
|
$246K
|
+$245K
|
+9,805
|
New
|
|
|
58
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$246K
|
+$245K
|
+9,800
|
New
|
|
|
59
|
Private Trust Company
Cleveland,
Ohio
|
$233K
|
-$25.2K
|
-1,010
|
-10%
|
|
|
60
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$231K
|
+$230K
|
+9,208
|
New
|
|
|
61
|
HighTower Advisors
Chicago,
Illinois
|
$221K
|
+$220K
|
+8,795
|
New
|
|
|
62
|
|
$218K
|
+$216K
|
+8,668
|
New
|
|
|
63
|
Adapt Wealth Advisors
Atlanta,
Georgia
|
$216K
|
+$214K
|
+8,590
|
New
|
|
|
64
|
NewEdge Advisors
New Orleans,
Louisiana
|
$126K
|
+$125K
|
+5,014
|
New
|
|
|
65
|
Wells Fargo
San Francisco,
California
|
$76.7K
|
–
|
–
|
–
|
|
|
66
|
Fielder Capital Group
Nashville,
Tennessee
|
–
|
-$597K
|
-23,806
|
Closed
|
|
|
67
|
Golden State Wealth Management
Santa Ana,
California
|
–
|
-$21.2K
|
-846
|
Closed
|
|
