|
51
|
Leavell Investment Management
Mobile,
Alabama
|
$842K
|
+$174K
|
+7,030
|
+26%
|
|
|
52
|
UBS Group
Zurich,
Switzerland
|
$825K
|
-$883K
|
-35,737
|
-51%
|
|
|
53
|
HM Payson & Co
Portland,
Maine
|
$821K
|
–
|
–
|
–
|
|
|
54
|
Financial Advocates Investment Management
Olympia,
Washington
|
$791K
|
+$8.87K
|
+359
|
+1%
|
|
|
55
|
Upper Left Wealth Management
Tampa,
Florida
|
$779K
|
+$788K
|
+31,880
|
New
|
|
|
56
|
RFG Advisory
Birmingham,
Alabama
|
$630K
|
+$41.6K
|
+1,684
|
+7%
|
|
|
57
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$606K
|
+$33.1K
|
+1,341
|
+6%
|
|
|
58
|
CreativeOne Wealth
Overland Park,
Kansas
|
$592K
|
+$289K
|
+11,676
|
+93%
|
|
|
59
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$586K
|
-$7.33M
|
-296,372
|
-93%
|
|
|
60
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$575K
|
+$19K
|
+770
|
+3%
|
|
|
61
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$570K
|
+$63.9K
|
+2,585
|
+12%
|
|
|
62
|
Elmwood Wealth Management
Berkeley,
California
|
$565K
|
+$571K
|
+23,120
|
New
|
|
|
63
|
GeoWealth Management
Chicago,
Illinois
|
$538K
|
+$31.1K
|
+1,258
|
+6%
|
|
|
64
|
Towerpoint Wealth
Sacramento,
California
|
$537K
|
+$543K
|
+21,952
|
New
|
|
|
65
|
Financial Strategies Group
Okemos,
Michigan
|
$528K
|
+$534K
|
+21,595
|
New
|
|
|
66
|
Prudential Financial
Newark,
New Jersey
|
$526K
|
+$523K
|
+21,143
|
New
|
|
|
67
|
Ascent Group
Virginia Beach,
Virginia
|
$521K
|
+$527K
|
+21,327
|
New
|
|
|
68
|
Veery Capital
Wilmington,
Delaware
|
$438K
|
+$15.4K
|
+622
|
+4%
|
|
|
69
|
Aveo Capital Partners
Englewood,
Colorado
|
$382K
|
+$43.4K
|
+1,755
|
+13%
|
|
|
70
|
Axxcess Wealth Management
Carlsbad,
California
|
$371K
|
+$375K
|
+15,175
|
New
|
|
|
71
|
Intrust Bank
Wichita,
Kansas
|
$358K
|
–
|
–
|
–
|
|
|
72
|
Vontobel Holding
Zurich,
Switzerland
|
$338K
|
-$188K
|
-7,600
|
-35%
|
|
|
73
|
Kelly Financial Services
Braintree,
Massachusetts
|
$300K
|
+$229K
|
+9,247
|
+307%
|
|
|
74
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$298K
|
+$302K
|
+12,200
|
New
|
|
|
75
|
Private Advisor Group
Morristown,
New Jersey
|
$269K
|
-$11.6M
|
-469,468
|
-98%
|
|
