|
51
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$525K
|
-$10.2K
|
-432
|
-2%
|
|
|
52
|
Legacy Investment Solutions
Meridian,
Idaho
|
$525K
|
+$525K
|
+22,217
|
New
|
|
|
53
|
Private Advisor Group
Morristown,
New Jersey
|
$518K
|
-$805K
|
-34,055
|
-61%
|
|
|
54
|
Financial Advocates Investment Management
Olympia,
Washington
|
$475K
|
+$475K
|
+20,100
|
New
|
|
|
55
|
|
$462K
|
+$462K
|
+19,538
|
New
|
|
|
56
|
SteelPeak Wealth
Woodland Hills,
California
|
$434K
|
+$165K
|
+6,995
|
+62%
|
|
|
57
|
Prosperity Wealth Management
San Ramon,
California
|
$432K
|
+$432K
|
+18,271
|
New
|
|
|
58
|
NWAM LLC
Mercer Island,
Washington
|
$423K
|
-$69.4K
|
-2,935
|
-14%
|
|
|
59
|
Soltis Investment Advisors
St. George,
Utah
|
$364K
|
+$364K
|
+15,407
|
New
|
|
|
60
|
Guerra Advisors
Miami,
Florida
|
$358K
|
+$358K
|
+15,163
|
New
|
|
|
61
|
JBR Co Financial Management
Ardmore,
Oklahoma
|
$345K
|
–
|
–
|
–
|
|
|
62
|
Park Square Financial Group
Roswell,
Georgia
|
$310K
|
+$253K
|
+10,712
|
+447%
|
|
|
63
|
Revisor Wealth Management
Akron,
Ohio
|
$296K
|
-$94.8K
|
-4,012
|
-24%
|
|
|
64
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$287K
|
–
|
–
|
–
|
|
|
65
|
Inspire Advisors
Meridian,
Idaho
|
$278K
|
-$18.1K
|
-765
|
-6%
|
|
|
66
|
Mercer Global Advisors
Denver,
Colorado
|
$277K
|
+$277K
|
+11,728
|
New
|
|
|
67
|
|
$224K
|
-$14.7K
|
-623
|
-6%
|
|
|
68
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
$215K
|
-$69.2K
|
-2,928
|
-25%
|
|
|
69
|
Arax Advisory Partners
Denver,
Colorado
|
$165K
|
+$77.2K
|
+3,264
|
+88%
|
|
|
70
|
Harbour Investments
Madison,
Wisconsin
|
$154K
|
+$107K
|
+4,520
|
+226%
|
|
|
71
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$104K
|
+$104K
|
+4,380
|
New
|
|
|
72
|
NewEdge Advisors
New Orleans,
Louisiana
|
$96.3K
|
+$43.7K
|
+1,850
|
+83%
|
|
|
73
|
Golden State Wealth Management
Santa Ana,
California
|
$79.7K
|
+$79.6K
|
+3,369
|
New
|
|
|
74
|
Private Trust Company
Cleveland,
Ohio
|
$72.1K
|
-$23.6K
|
-1,000
|
-25%
|
|
|
75
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$61.7K
|
+$61.7K
|
+2,610
|
New
|
|
