|
51
|
Transcend Capital Advisors
Madison,
New Jersey
|
$512K
|
+$7.54K
|
+167
|
+2%
|
|
|
52
|
Verus Capital Partners
Scottsdale,
Arizona
|
$473K
|
-$15.5K
|
-343
|
-3%
|
|
|
53
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$472K
|
–
|
–
|
–
|
|
|
54
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$449K
|
-$35.7K
|
-790
|
-7%
|
|
|
55
|
Geneos Wealth Management
Englewood,
Colorado
|
$448K
|
+$110K
|
+2,436
|
+33%
|
|
|
56
|
Cobblestone Asset Management
Richmond,
Virginia
|
$439K
|
+$75.7K
|
+1,677
|
+21%
|
|
|
57
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$370K
|
+$40.4K
|
+895
|
+12%
|
|
|
58
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$346K
|
-$133K
|
-2,949
|
-28%
|
|
|
59
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$327K
|
-$1.49K
|
-33
|
-0.5%
|
|
|
60
|
Cooper Financial Group
Irvine,
California
|
$318K
|
-$480K
|
-10,630
|
-60%
|
|
|
61
|
Perennial Investment Advisors
Los Angeles,
California
|
$296K
|
-$15.3K
|
-338
|
-5%
|
|
|
62
|
Atria Investments
Charlotte,
North Carolina
|
$292K
|
-$2.16M
|
-47,935
|
-88%
|
|
|
63
|
Fonville Wealth Management
Richmond,
Virginia
|
$275K
|
-$4.16K
|
-92
|
-1%
|
|
|
64
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$234K
|
–
|
–
|
–
|
|
|
65
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$228K
|
-$33.3K
|
-737
|
-13%
|
|
|
66
|
True Vision MN
Woodbury,
Minnesota
|
$212K
|
-$19.6K
|
-435
|
-9%
|
|
|
67
|
Ignite Planners
San Clemente,
California
|
$209K
|
+$207K
|
+4,588
|
New
|
|
|
68
|
Allworth Financial
Folsom,
California
|
$188K
|
-$20.8K
|
-461
|
-10%
|
|
|
69
|
Private Trust Company
Cleveland,
Ohio
|
$166K
|
-$16.3K
|
-361
|
-9%
|
|
|
70
|
US Bancorp
Minneapolis,
Minnesota
|
$135K
|
–
|
–
|
–
|
|
|
71
|
Comerica Bank
Dallas,
Texas
|
$128K
|
–
|
–
|
–
|
|
|
72
|
Farther Finance Advisors
San Francisco,
California
|
$92.1K
|
-$1.72K
|
-38
|
-2%
|
|
|
73
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$79.8K
|
+$68K
|
+1,506
|
+635%
|
|
|
74
|
Global Retirement Partners
San Rafael,
California
|
$75K
|
-$145K
|
-3,207
|
-66%
|
|
|
75
|
GeoWealth Management
Chicago,
Illinois
|
$46.7K
|
-$8.94K
|
-198
|
-16%
|
|
