|
51
|
Precedent Wealth Partners
Houston,
Texas
|
$201K
|
+$201K
|
+12,479
|
New
|
|
|
52
|
Optimum Investment Advisors
Chicago,
Illinois
|
$190K
|
-$24K
|
-1,493
|
-11%
|
|
|
53
|
Bay Colony Advisors
Concord,
Massachusetts
|
$174K
|
+$2.29K
|
+142
|
+1%
|
|
|
54
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$172K
|
+$1.22K
|
+76
|
+0.7%
|
|
|
55
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$138K
|
–
|
–
|
–
|
|
|
56
|
Redwood Park Advisors
Redwood City,
California
|
$136K
|
+$12.8K
|
+793
|
+10%
|
|
|
57
|
Activest Wealth Management
Aventure,
Florida
|
$123K
|
–
|
–
|
–
|
|
|
58
|
|
$112K
|
+$112K
|
+6,966
|
New
|
|
|
59
|
Kestra Advisory Services
Austin,
Texas
|
$110K
|
+$110K
|
+6,822
|
New
|
|
|
60
|
Lindbrook Capital
Calabasas,
California
|
$66K
|
–
|
–
|
–
|
|
|
61
|
Tidemark
San Diego,
California
|
$60.4K
|
-$3.04K
|
-189
|
-5%
|
|
|
62
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$49.9K
|
–
|
–
|
–
|
|
|
63
|
Larson Financial Group
St Louis,
Missouri
|
$34.9K
|
+$16
|
+1
|
+0%
|
|
|
64
|
Huntington National Bank
Columbus,
Ohio
|
$32.2K
|
–
|
–
|
–
|
|
|
65
|
Asset Dedication LLC
San Francisco,
California
|
$31.3K
|
–
|
–
|
–
|
|
|
66
|
Financial Management Professionals
Austin,
Texas
|
$22K
|
+$467
|
+29
|
+2%
|
|
|
67
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$16.5K
|
–
|
–
|
–
|
|
|
68
|
Sunbelt Securities
Houston,
Texas
|
$16.1K
|
–
|
–
|
–
|
|
|
69
|
D.J. St. Germain
Springfield,
Massachusetts
|
$10.9K
|
–
|
–
|
–
|
|
|
70
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$8.05K
|
–
|
–
|
–
|
|
|
71
|
Geneos Wealth Management
Englewood,
Colorado
|
$7.25K
|
–
|
–
|
–
|
|
|
72
|
Allworth Financial
Folsom,
California
|
$5.79K
|
–
|
–
|
–
|
|
|
73
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$955K
|
-60,307
|
Closed
|
|
|
74
|
Citadel Advisors
Miami,
Florida
|
–
|
-$804K
|
-50,762
|
Closed
|
|
|
75
|
Shaker Financial Services
Arlington,
Virginia
|
–
|
-$331K
|
-20,884
|
Closed
|
|
