|
51
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$326K
|
–
|
–
|
–
|
|
|
52
|
Stolper & Co
Tulsa,
Oklahoma
|
$274K
|
+$18K
|
+409
|
+7%
|
|
|
53
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$263K
|
+$17.4K
|
+396
|
+7%
|
|
|
54
|
United Capital Financial Advisors
Irving,
Texas
|
$261K
|
–
|
–
|
–
|
|
|
55
|
Mission Wealth Management
Santa Barbara,
California
|
$229K
|
–
|
–
|
–
|
|
|
56
|
Spire Wealth Management
Mclean,
Virginia
|
$224K
|
-$225K
|
-5,118
|
-50%
|
|
|
57
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$223K
|
+$223K
|
+5,062
|
New
|
|
|
58
|
|
$219K
|
+$218K
|
+4,952
|
New
|
|
|
59
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$215K
|
+$214K
|
+4,867
|
New
|
|
|
60
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$213K
|
+$5.19K
|
+118
|
+3%
|
|
|
61
|
Creative Planning
Overland Park,
Kansas
|
$208K
|
+$207K
|
+4,714
|
New
|
|
|
62
|
Eaton Vance Management
Boston,
Massachusetts
|
$207K
|
–
|
–
|
–
|
|
|
63
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$207K
|
+$206K
|
+4,693
|
New
|
|
|
64
|
Bessemer Group
Woodbridge,
New Jersey
|
$194K
|
+$15.2K
|
+346
|
+9%
|
|
|
65
|
Geneos Wealth Management
Englewood,
Colorado
|
$158K
|
+$9.46K
|
+215
|
+6%
|
|
|
66
|
Evoke Wealth
Los Angeles,
California
|
$147K
|
–
|
–
|
–
|
|
|
67
|
Harbour Investments
Madison,
Wisconsin
|
$137K
|
-$56.9K
|
-1,294
|
-29%
|
|
|
68
|
|
$137K
|
+$9.02K
|
+205
|
+7%
|
|
|
69
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$97K
|
+$96.2K
|
+2,188
|
New
|
|
|
70
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$95K
|
–
|
–
|
–
|
|
|
71
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$64K
|
+$63.7K
|
+1,447
|
New
|
|
|
72
|
Rockefeller Capital Management
New York
|
$43K
|
+$2.86K
|
+65
|
+7%
|
|
|
73
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$35K
|
+$34.5K
|
+784
|
New
|
|
|
74
|
Koshinski Asset Management
Decatur,
Illinois
|
$30.1K
|
–
|
–
|
–
|
|
|
75
|
Anchor Investment Management
Columbia,
South Carolina
|
$27.7K
|
-$1.01K
|
-23
|
-4%
|
|
