|
51
|
LPL Financial
San Diego,
California
|
$289K
|
+$77.3K
|
+7,339
|
+37%
|
|
|
52
|
MB Generational Wealth
Spokane,
Washington
|
$251K
|
+$248K
|
+23,571
|
New
|
|
|
53
|
Trillium Asset Management
Boston,
Massachusetts
|
$251K
|
–
|
–
|
–
|
|
|
54
|
Corient Private Wealth
Miami,
Florida
|
$248K
|
+$1.22K
|
+116
|
+0.5%
|
|
|
55
|
Citadel Advisors
Miami,
Florida
|
$214K
|
+$212K
|
+20,124
|
New
|
|
|
56
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$214K
|
-$11.4K
|
-1,080
|
-5%
|
|
|
57
|
BetterWealth
San Jose,
California
|
$193K
|
+$12.7K
|
+1,204
|
+7%
|
|
|
58
|
Cloud Capital Management
Seattle,
Washington
|
$190K
|
+$189K
|
+17,914
|
New
|
|
|
59
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$178K
|
+$948
|
+90
|
+0.5%
|
|
|
60
|
JDH Wealth Management
Santa Rosa,
California
|
$175K
|
-$60.9K
|
-5,779
|
-26%
|
|
|
61
|
|
$172K
|
+$170K
|
+16,153
|
New
|
|
|
62
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$166K
|
-$69.5K
|
-6,595
|
-30%
|
|
|
63
|
|
$165K
|
-$11.7K
|
-1,114
|
-7%
|
|
|
64
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$151K
|
-$20.7K
|
-1,965
|
-12%
|
|
|
65
|
Advisornet Financial
Minnetonka,
Minnesota
|
$146K
|
+$1.45K
|
+138
|
+1%
|
|
|
66
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$144K
|
+$143K
|
+13,554
|
New
|
|
|
67
|
Kestra Advisory Services
Austin,
Texas
|
$120K
|
+$119K
|
+11,284
|
New
|
|
|
68
|
Caprock Group
Boise,
Idaho
|
$117K
|
+$115K
|
+10,909
|
New
|
|
|
69
|
Greykasell Wealth Strategies
Danville,
California
|
$76.4K
|
–
|
–
|
–
|
|
|
70
|
Aspect Partners
Fairfax,
Virginia
|
$72.4K
|
–
|
–
|
–
|
|
|
71
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$35.7K
|
+$35.3K
|
+3,351
|
New
|
|
|
72
|
Allworth Financial
Folsom,
California
|
$34.3K
|
+$33.9K
|
+3,215
|
+160,750%
|
|
|
73
|
SJS Investment Consulting
Sylvania,
Ohio
|
$31.1K
|
–
|
–
|
–
|
|
|
74
|
MAI Capital Management
Independence,
Ohio
|
$23.4K
|
+$23.1K
|
+2,195
|
New
|
|
|
75
|
Parallel Advisors
San Francisco,
California
|
$18.9K
|
–
|
–
|
–
|
|
