|
51
|
Harfst & Associates
Sheridan,
Wyoming
|
$485K
|
-$8.64M
|
-350,682
|
-95%
|
|
|
52
|
Orca Investment Management
Roseburg,
Oregon
|
$450K
|
–
|
–
|
–
|
|
|
53
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$442K
|
–
|
–
|
–
|
|
|
54
|
AE Wealth Management
Topeka,
Kansas
|
$410K
|
-$994K
|
-40,347
|
-71%
|
|
|
55
|
WealthPLAN Partners
Omaha,
Nebraska
|
$392K
|
+$386K
|
+15,666
|
New
|
|
|
56
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$391K
|
–
|
–
|
–
|
|
|
57
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$344K
|
+$2.78K
|
+113
|
+0.8%
|
|
|
58
|
Truist Financial
Charlotte,
North Carolina
|
$339K
|
-$614K
|
-24,905
|
-64%
|
|
|
59
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$337K
|
+$336K
|
+13,624
|
New
|
|
|
60
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$303K
|
+$61.5K
|
+2,494
|
+26%
|
|
|
61
|
Warberg Asset Management
Winnetka,
Illinois
|
$296K
|
+$296K
|
+11,998
|
New
|
|
|
62
|
IFP Advisors
Tampa,
Florida
|
$289K
|
-$541K
|
-21,940
|
-66%
|
|
|
63
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$263K
|
+$2K
|
+81
|
+0.8%
|
|
|
64
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$251K
|
-$121K
|
-4,900
|
-33%
|
|
|
65
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$247K
|
+$9.86K
|
+400
|
+4%
|
|
|
66
|
Tortoise Investment Management
White Plains,
New York
|
$246K
|
–
|
–
|
–
|
|
|
67
|
J.W. Cole Advisors
Tampa,
Florida
|
$238K
|
+$29.6K
|
+1,201
|
+14%
|
|
|
68
|
Advisor Resource Council
Dallas,
Texas
|
$231K
|
+$231K
|
+9,358
|
New
|
|
|
69
|
Private Trust Company
Cleveland,
Ohio
|
$227K
|
+$226K
|
+9,183
|
New
|
|
|
70
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$208K
|
-$5.99M
|
-242,935
|
-97%
|
|
|
71
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$201K
|
–
|
–
|
–
|
|
|
72
|
William Blair & Company
Chicago,
Illinois
|
$196K
|
–
|
–
|
–
|
|
|
73
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$84.4K
|
+$84.1K
|
+3,415
|
New
|
|
|
74
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$84.1K
|
+$83.6K
|
+3,392
|
New
|
|
|
75
|
UBS Group
Zurich,
Switzerland
|
$80.5K
|
-$10.5K
|
-425
|
-12%
|
|
