|
51
|
Confluence Wealth Management
Portland,
Oregon
|
$343K
|
+$36.2K
|
+3,650
|
+12%
|
|
|
52
|
D.A. Davidson & Co
Great Falls,
Montana
|
$334K
|
+$45.8K
|
+4,617
|
+16%
|
|
|
53
|
IFP Advisors
Tampa,
Florida
|
$329K
|
+$330K
|
+33,231
|
New
|
|
|
54
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$311K
|
+$14.9K
|
+1,505
|
+5%
|
|
|
55
|
Concert Wealth Management
San Jose,
California
|
$291K
|
-$9.74K
|
-981
|
-3%
|
|
|
56
|
Gupta Wealth Management
San Diego,
California
|
$291K
|
–
|
–
|
–
|
|
|
57
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$259K
|
+$259K
|
+26,113
|
New
|
|
|
58
|
Raymond James Trust
St. Petersburg,
Florida
|
$253K
|
+$48K
|
+4,835
|
+23%
|
|
|
59
|
Cetera Advisors
Denver,
Colorado
|
$252K
|
-$992
|
-100
|
-0.4%
|
|
|
60
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$251K
|
–
|
–
|
–
|
|
|
61
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$249K
|
+$68.6K
|
+6,916
|
+38%
|
|
|
62
|
Creative Planning
Overland Park,
Kansas
|
$243K
|
+$29.8K
|
+3,000
|
+14%
|
|
|
63
|
Davenport & Co
Richmond,
Virginia
|
$235K
|
-$39.7K
|
-4,000
|
-14%
|
|
|
64
|
Capital Advantage
Walnut Creek,
California
|
$225K
|
+$226K
|
+22,735
|
New
|
|
|
65
|
Wellington Management Group
Boston,
Massachusetts
|
$223K
|
-$218K
|
-22,000
|
-49%
|
|
|
66
|
Doliver Advisors
Houston,
Texas
|
$193K
|
-$2.55M
|
-257,283
|
-93%
|
|
|
67
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$184K
|
+$1.99K
|
+200
|
+1%
|
|
|
68
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$178K
|
-$5.11K
|
-515
|
-3%
|
|
|
69
|
Credit Suisse
Zurich,
Switzerland
|
$173K
|
–
|
–
|
–
|
|
|
70
|
Telemus Capital
Southfield,
Michigan
|
$164K
|
+$4.49K
|
+452
|
+3%
|
|
|
71
|
Vicus Capital
State College,
Pennsylvania
|
$160K
|
–
|
–
|
–
|
|
|
72
|
KWMG LLC
Overland Park,
Kansas
|
$158K
|
+$3.81K
|
+384
|
+2%
|
|
|
73
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
$158K
|
+$158K
|
+15,936
|
New
|
|
|
74
|
M&T Bank
Buffalo,
New York
|
$155K
|
–
|
–
|
–
|
|
|
75
|
Fiduciary Financial Services of The Southwest
Dallas,
Texas
|
$126K
|
–
|
–
|
–
|
|
