|
51
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$2.27M
|
+$63.8K
|
+2,331
|
+3%
|
|
|
52
|
Allworth Financial
Folsom,
California
|
$2.26M
|
-$46.8K
|
-1,711
|
-2%
|
|
|
53
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$2.17M
|
+$186K
|
+6,798
|
+10%
|
|
|
54
|
LAM Group
Lake Oswego,
Oregon
|
$2.11M
|
-$9.72K
|
-355
|
-0.5%
|
|
|
55
|
Steward Partners Investment Advisory
New York
|
$2.07M
|
-$63.3K
|
-2,312
|
-3%
|
|
|
56
|
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
$2.02M
|
+$81.3K
|
+2,971
|
+4%
|
|
|
57
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$2.01M
|
+$118K
|
+4,308
|
+6%
|
|
|
58
|
Edge Financial Advisors
Wheaton,
Illinois
|
$2M
|
+$406K
|
+14,847
|
+27%
|
|
|
59
|
White Wing Wealth Management
The Wodlands,
Texas
|
$1.85M
|
-$138K
|
-5,026
|
-7%
|
|
|
60
|
Applied Capital
Little Rock,
Arkansas
|
$1.64M
|
+$26.5K
|
+969
|
+2%
|
|
|
61
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$1.55M
|
+$138K
|
+5,029
|
+10%
|
|
|
62
|
|
$1.52M
|
-$37.5K
|
-1,368
|
-2%
|
|
|
63
|
EnRich Financial Partners
Madison,
Wisconsin
|
$1.51M
|
-$520
|
-19
|
-0%
|
|
|
64
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$1.47M
|
-$44.2K
|
-1,613
|
-3%
|
|
|
65
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.36M
|
+$1.31K
|
+48
|
+0.1%
|
|
|
66
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.31M
|
-$57.3K
|
-2,092
|
-4%
|
|
|
67
|
Bank of America
Charlotte,
North Carolina
|
$1.29M
|
+$164K
|
+5,981
|
+15%
|
|
|
68
|
Cardiff Park Advisors
Carlsbad,
California
|
$1.16M
|
+$134K
|
+4,911
|
+14%
|
|
|
69
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.15M
|
+$1.09M
|
+39,890
|
+25,247%
|
|
|
70
|
Matisse Capital
Portland,
Oregon
|
$1.15M
|
–
|
–
|
–
|
|
|
71
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$987K
|
–
|
–
|
–
|
|
|
72
|
Strata Wealth Advisors
Dallas,
Texas
|
$970K
|
+$155K
|
+5,674
|
+20%
|
|
|
73
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$963K
|
+$10.7K
|
+392
|
+1%
|
|
|
74
|
Old Mission Capital
Chicago,
Illinois
|
$957K
|
-$701K
|
-25,613
|
-43%
|
|
|
75
|
Farther Finance Advisors
San Francisco,
California
|
$950K
|
+$908K
|
+33,149
|
+14,603%
|
|
