|
51
|
American Economic Planning Group
Warren,
New Jersey
|
$617K
|
+$55K
|
+1,432
|
+10%
|
|
|
52
|
Atria Investments
Charlotte,
North Carolina
|
$602K
|
+$56K
|
+1,458
|
+11%
|
|
|
53
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$583K
|
+$564K
|
+14,688
|
New
|
|
|
54
|
Freedom Investment Management
Hartford,
Connecticut
|
$582K
|
-$69.2K
|
-1,803
|
-11%
|
|
|
55
|
Institute for Wealth Management
Denver,
Colorado
|
$573K
|
+$27.9K
|
+726
|
+5%
|
|
|
56
|
Raymond James & Associates
St Petersburg,
Florida
|
$560K
|
-$55.4K
|
-1,443
|
-9%
|
|
|
57
|
HC Financial Advisors
Lafayette,
California
|
$530K
|
+$513K
|
+13,366
|
New
|
|
|
58
|
Newport Wealth Strategies
Irvine,
California
|
$529K
|
+$498K
|
+12,975
|
New
|
|
|
59
|
SeaCrest Wealth Management
Purchase,
New York
|
$512K
|
+$496K
|
+12,914
|
New
|
|
|
60
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$482K
|
–
|
–
|
–
|
|
|
61
|
ACG Wealth
Atlanta,
Georgia
|
$478K
|
+$463K
|
+12,050
|
New
|
|
|
62
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$454K
|
–
|
–
|
–
|
|
|
63
|
Centaurus Financial
Anaheim,
California
|
$415K
|
+$401K
|
+10,452
|
New
|
|
|
64
|
Ruggie Capital Group
Tavares,
Florida
|
$411K
|
+$63.6K
|
+1,656
|
+19%
|
|
|
65
|
Financial Advocates Investment Management
Olympia,
Washington
|
$394K
|
+$382K
|
+9,950
|
New
|
|
|
66
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$375K
|
-$230K
|
-5,999
|
-39%
|
|
|
67
|
M&T Bank
Buffalo,
New York
|
$369K
|
–
|
–
|
–
|
|
|
68
|
Private Trust Company
Cleveland,
Ohio
|
$329K
|
-$200K
|
-5,196
|
-39%
|
|
|
69
|
SII Investments
Appleton,
Wisconsin
|
$308K
|
+$297K
|
+7,723
|
New
|
|
|
70
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$297K
|
+$287K
|
+7,473
|
New
|
|
|
71
|
BOK Financial Private Wealth
Denver,
Colorado
|
$278K
|
–
|
–
|
–
|
|
|
72
|
Advisornet Financial
Minnetonka,
Minnesota
|
$277K
|
+$268K
|
+6,975
|
New
|
|
|
73
|
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
|
$276K
|
+$19.2K
|
+501
|
+8%
|
|
|
74
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$261K
|
+$253K
|
+6,586
|
New
|
|
|
75
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$260K
|
+$252K
|
+6,555
|
New
|
|
