|
51
|
Institute for Wealth Management
Denver,
Colorado
|
$620K
|
-$6.55K
|
-79
|
-0.8%
|
|
|
52
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$590K
|
-$382K
|
-4,600
|
-33%
|
|
|
53
|
Montag & Associates
Atlanta,
Georgia
|
$564K
|
–
|
–
|
–
|
|
|
54
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$545K
|
+$10.4K
|
+125
|
+2%
|
|
|
55
|
Envestnet Asset Management
Chicago,
Illinois
|
$532K
|
-$198K
|
-2,390
|
-22%
|
|
|
56
|
US Bancorp
Minneapolis,
Minnesota
|
$527K
|
–
|
–
|
–
|
|
|
57
|
Sand Hill Global Advisors
Palo Alto,
California
|
$518K
|
-$2.32K
|
-28
|
-0.3%
|
|
|
58
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$491K
|
–
|
–
|
–
|
|
|
59
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$483K
|
+$42K
|
+506
|
+7%
|
|
|
60
|
Hollencrest Capital Management
Newport Beach,
California
|
$465K
|
–
|
–
|
–
|
|
|
61
|
Smart Money Group
Eastland,
Texas
|
$454K
|
-$1.91M
|
-23,054
|
-77%
|
|
|
62
|
Amarillo National Bank
Amarillo,
Texas
|
$454K
|
–
|
–
|
–
|
|
|
63
|
Flaharty Asset Management
Clearwater,
Florida
|
$406K
|
-$8.38K
|
-101
|
-2%
|
|
|
64
|
American Portfolios Advisors
Holbrook,
New York
|
$365K
|
-$72.1K
|
-869
|
-13%
|
|
|
65
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$352K
|
–
|
–
|
–
|
|
|
66
|
GW & Wade
Wellesley,
Massachusetts
|
$345K
|
–
|
–
|
–
|
|
|
67
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$329K
|
+$52.4K
|
+631
|
+14%
|
|
|
68
|
Foresight Wealth Management
Draper,
Utah
|
$320K
|
–
|
–
|
–
|
|
|
69
|
William Blair & Company
Chicago,
Illinois
|
$319K
|
-$33.2K
|
-400
|
-7%
|
|
|
70
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$317K
|
-$62.2K
|
-750
|
-14%
|
|
|
71
|
SouthState Corp
Winter Haven,
Florida
|
$312K
|
–
|
–
|
–
|
|
|
72
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$308K
|
–
|
–
|
–
|
|
|
73
|
Lido Advisors
Los Angeles,
California
|
$307K
|
–
|
–
|
–
|
|
|
74
|
Truist Financial
Charlotte,
North Carolina
|
$303K
|
-$88.4K
|
-1,065
|
-19%
|
|
|
75
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$302K
|
+$32.4K
|
+391
|
+9%
|
|
