|
51
|
TRUADVICE
Sarasota,
Florida
|
$579K
|
+$120K
|
+1,771
|
+25%
|
|
|
52
|
B&D White Capital Company
Lakeway,
Texas
|
$553K
|
+$541K
|
+7,957
|
New
|
|
|
53
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$535K
|
+$14.1K
|
+208
|
+3%
|
|
|
54
|
Cardinal Point Wealth Management
Irvine,
California
|
$475K
|
-$8.5K
|
-125
|
-2%
|
|
|
55
|
Perigon Wealth Management
San Francisco,
California
|
$433K
|
-$1.9K
|
-28
|
-0.4%
|
|
|
56
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$391K
|
+$382K
|
+5,625
|
New
|
|
|
57
|
Abacus Planning Group
Columbia,
South Carolina
|
$356K
|
+$2.18K
|
+32
|
+0.6%
|
|
|
58
|
SOL Capital Management
Rockville,
Maryland
|
$351K
|
+$343K
|
+5,043
|
New
|
|
|
59
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$306K
|
–
|
–
|
–
|
|
|
60
|
|
$287K
|
-$55.9K
|
-822
|
-17%
|
|
|
61
|
Applied Capital
Little Rock,
Arkansas
|
$286K
|
+$57.9K
|
+851
|
+26%
|
|
|
62
|
CreativeOne Wealth
Overland Park,
Kansas
|
$262K
|
+$257K
|
+3,773
|
New
|
|
|
63
|
Mutual Advisors
Omaha,
Nebraska
|
$260K
|
+$31.8K
|
+467
|
+14%
|
|
|
64
|
IHT Wealth Management
Chicago,
Illinois
|
$255K
|
+$250K
|
+3,670
|
New
|
|
|
65
|
Tarbox Family Office
Newport Beach,
California
|
$225K
|
–
|
–
|
–
|
|
|
66
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$180K
|
+$17.8K
|
+262
|
+11%
|
|
|
67
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$161K
|
–
|
–
|
–
|
|
|
68
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$149K
|
+$146K
|
+2,147
|
New
|
|
|
69
|
Tortoise Investment Management
White Plains,
New York
|
$124K
|
+$121K
|
+1,780
|
New
|
|
|
70
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$122K
|
–
|
–
|
–
|
|
|
71
|
Liberty Wealth Management
Oakland,
California
|
$106K
|
+$104K
|
+1,530
|
New
|
|
|
72
|
Larson Financial Group
St Louis,
Missouri
|
$83K
|
+$81.6K
|
+1,200
|
New
|
|
|
73
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$42K
|
+$40.8K
|
+600
|
New
|
|
|
74
|
Osaic Holdings
Scottsdale,
Arizona
|
$12K
|
+$2.04K
|
+30
|
+20%
|
|
|
75
|
Raffa Wealth Management
Washington,
District of Columbia
|
$10.6K
|
+$68
|
+1
|
+0.7%
|
|
