|
26
|
Live Oak Investment Partners
Austin,
Texas
|
$321K
|
–
|
–
|
–
|
|
|
27
|
Golden State Equity Partners
South Coast Metro,
California
|
$315K
|
-$356K
|
-14,809
|
-53%
|
|
|
28
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$312K
|
+$7.84K
|
+326
|
+3%
|
|
|
29
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$305K
|
+$280K
|
+11,654
|
+973%
|
|
|
30
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$295K
|
+$300K
|
+12,489
|
New
|
|
|
31
|
Creative Planning
Overland Park,
Kansas
|
$280K
|
-$29.7K
|
-1,235
|
-9%
|
|
|
32
|
American Financial & Tax Strategies
New York
|
$279K
|
+$1.23K
|
+51
|
+0.4%
|
|
|
33
|
Atria Wealth Solutions
New York
|
$266K
|
+$1.75K
|
+73
|
+0.7%
|
|
|
34
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$254K
|
+$11.9K
|
+497
|
+5%
|
|
|
35
|
Congress Wealth Management
Boston,
Massachusetts
|
$251K
|
-$73.4K
|
-3,053
|
-22%
|
|
|
36
|
CWC Advisors
Lake Oswego,
Oregon
|
$247K
|
+$8.61K
|
+358
|
+4%
|
|
|
37
|
First Pacific Financial
Vancouver,
Washington
|
$247K
|
+$79.1K
|
+3,289
|
+46%
|
|
|
38
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$229K
|
-$7.55K
|
-314
|
-3%
|
|
|
39
|
Elevated Capital Advisors
Sandy,
Utah
|
$222K
|
-$2.33K
|
-97
|
-1%
|
|
|
40
|
Verus Capital Partners
Scottsdale,
Arizona
|
$213K
|
+$17.1K
|
+710
|
+9%
|
|
|
41
|
Perigon Wealth Management
San Francisco,
California
|
$212K
|
-$5.38K
|
-224
|
-2%
|
|
|
42
|
Adalta Capital Management
New York
|
$196K
|
–
|
–
|
–
|
|
|
43
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$142K
|
–
|
–
|
–
|
|
|
44
|
WealthShield Partners
Cary,
North Carolina
|
$118K
|
-$1.92K
|
-80
|
-2%
|
|
|
45
|
MAI Capital Management
Independence,
Ohio
|
$99.2K
|
+$101K
|
+4,187
|
New
|
|
|
46
|
Osaic Holdings
Scottsdale,
Arizona
|
$98.1K
|
+$59K
|
+2,454
|
+146%
|
|
|
47
|
Larson Financial Group
St Louis,
Missouri
|
$71.1K
|
–
|
–
|
–
|
|
|
48
|
Private Trust Company
Cleveland,
Ohio
|
$69.7K
|
+$70.8K
|
+2,943
|
New
|
|
|
49
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$68K
|
–
|
–
|
–
|
|
|
50
|
AssetMark Inc
Concord,
California
|
$64K
|
+$64.9K
|
+2,700
|
New
|
|
