|
51
|
Equitable Holdings
New York
|
$338K
|
+$25K
|
+2,384
|
+8%
|
|
|
52
|
Wheels Up Wealth
Benicia,
California
|
$268K
|
+$270K
|
+25,746
|
New
|
|
|
53
|
Powerhouse Assets
Lincoln,
Massachusetts
|
$266K
|
+$268K
|
+25,575
|
New
|
|
|
54
|
Corient Private Wealth
Miami,
Florida
|
$259K
|
+$17.2K
|
+1,641
|
+7%
|
|
|
55
|
MB Generational Wealth
Spokane,
Washington
|
$252K
|
+$7.12K
|
+679
|
+3%
|
|
|
56
|
Trillium Asset Management
Boston,
Massachusetts
|
$245K
|
–
|
–
|
–
|
|
|
57
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$202K
|
-$6.69K
|
-638
|
-3%
|
|
|
58
|
BetterWealth
San Jose,
California
|
$198K
|
+$9.92K
|
+946
|
+5%
|
|
|
59
|
LPL Financial
San Diego,
California
|
$185K
|
-$98.6K
|
-9,399
|
-35%
|
|
|
60
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$174K
|
+$283
|
+27
|
+0.2%
|
|
|
61
|
JDH Wealth Management
Santa Rosa,
California
|
$171K
|
–
|
–
|
–
|
|
|
62
|
|
$164K
|
-$4.18K
|
-399
|
-2%
|
|
|
63
|
|
$159K
|
-$2.55K
|
-243
|
-2%
|
|
|
64
|
Advisornet Financial
Minnetonka,
Minnesota
|
$158K
|
+$15.7K
|
+1,494
|
+11%
|
|
|
65
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$148K
|
+$6.82K
|
+650
|
+5%
|
|
|
66
|
Kestra Advisory Services
Austin,
Texas
|
$132K
|
+$15.1K
|
+1,436
|
+13%
|
|
|
67
|
Caprock Group
Boise,
Idaho
|
$115K
|
+$2.04K
|
+195
|
+2%
|
|
|
68
|
Axxcess Wealth Management
Carlsbad,
California
|
$108K
|
+$109K
|
+10,411
|
New
|
|
|
69
|
MAI Capital Management
Independence,
Ohio
|
$95.8K
|
+$73.6K
|
+7,014
|
+320%
|
|
|
70
|
Greykasell Wealth Strategies
Danville,
California
|
$74.6K
|
–
|
–
|
–
|
|
|
71
|
Aspect Partners
Fairfax,
Virginia
|
$70.7K
|
–
|
–
|
–
|
|
|
72
|
|
$70.6K
|
+$60.8K
|
+5,794
|
+582%
|
|
|
73
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$34.9K
|
–
|
–
|
–
|
|
|
74
|
SJS Investment Consulting
Sylvania,
Ohio
|
$22.1K
|
-$8.39K
|
-800
|
-27%
|
|
|
75
|
Bridge Generations Wealth Management
South Miami,
Florida
|
$16.2K
|
–
|
–
|
–
|
|
