|
51
|
Montecito Bank & Trust
Santa Barbara,
California
|
$469K
|
+$449K
|
+4,960
|
New
|
|
|
52
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$457K
|
-$200K
|
-2,207
|
-31%
|
|
|
53
|
Gemmer Asset Management
Walnut Creek,
California
|
$425K
|
+$904
|
+10
|
+0.2%
|
|
|
54
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$418K
|
+$401K
|
+4,429
|
New
|
|
|
55
|
|
$416K
|
+$398K
|
+4,399
|
New
|
|
|
56
|
Citadel Advisors
Miami,
Florida
|
$415K
|
+$397K
|
+4,388
|
New
|
|
|
57
|
TFC Financial Management
Boston,
Massachusetts
|
$388K
|
+$59.4K
|
+657
|
+19%
|
|
|
58
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$386K
|
-$34.4K
|
-380
|
-9%
|
|
|
59
|
Bank of America
Charlotte,
North Carolina
|
$350K
|
-$8.14K
|
-90
|
-2%
|
|
|
60
|
J.W. Cole Advisors
Tampa,
Florida
|
$341K
|
+$271
|
+3
|
+0.1%
|
|
|
61
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$332K
|
–
|
–
|
–
|
|
|
62
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$326K
|
–
|
–
|
–
|
|
|
63
|
Perigon Wealth Management
San Francisco,
California
|
$311K
|
+$297K
|
+3,287
|
New
|
|
|
64
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$300K
|
–
|
–
|
–
|
|
|
65
|
Natural Investments
Windsor,
California
|
$292K
|
-$70.7K
|
-782
|
-20%
|
|
|
66
|
Silverlake Wealth Management
Williston,
Vermont
|
$286K
|
+$90
|
+1
|
+0%
|
|
|
67
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$263K
|
+$252K
|
+2,786
|
New
|
|
|
68
|
Wealth Effects
Boston,
Massachusetts
|
$257K
|
+$246K
|
+2,725
|
New
|
|
|
69
|
Belpointe Asset Management
Reno,
Nevada
|
$257K
|
+$1.72K
|
+19
|
+0.7%
|
|
|
70
|
|
$257K
|
–
|
–
|
–
|
|
|
71
|
Skyline Advisors
Bellingham,
Washington
|
$233K
|
-$251K
|
-2,781
|
-53%
|
|
|
72
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$231K
|
+$221K
|
+2,446
|
New
|
|
|
73
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$210K
|
+$201K
|
+2,220
|
New
|
|
|
74
|
Plum Street Advisors
New Orleans,
Louisiana
|
$206K
|
+$197K
|
+2,176
|
New
|
|
|
75
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$205K
|
+$197K
|
+2,174
|
New
|
|
