|
51
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$392K
|
+$394K
|
+16,012
|
New
|
|
|
52
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$382K
|
+$384K
|
+15,600
|
New
|
|
|
53
|
Cypress Wealth Services
Palm Desert,
California
|
$375K
|
+$377K
|
+15,310
|
New
|
|
|
54
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$369K
|
-$371K
|
-15,058
|
Closed
|
|
|
55
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$341K
|
–
|
–
|
–
|
|
|
56
|
Proficio Capital Partners
Newton,
Massachusetts
|
$298K
|
+$222K
|
+9,030
|
+289%
|
|
|
57
|
Country Club Trust
Kansas City,
Missouri
|
$287K
|
+$288K
|
+11,695
|
New
|
|
|
58
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$277K
|
+$76K
|
+3,085
|
+38%
|
|
|
59
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$244K
|
–
|
–
|
–
|
|
|
60
|
Valeo Financial Advisors
Carmel,
Indiana
|
$243K
|
+$244K
|
+9,908
|
New
|
|
|
61
|
Smith, Moore & Co
Clayton,
Missouri
|
$220K
|
+$221K
|
+8,979
|
New
|
|
|
62
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$216K
|
-$60.7K
|
-2,466
|
-22%
|
|
|
63
|
Segment Wealth Management
Houston,
Texas
|
$204K
|
+$205K
|
+8,306
|
New
|
|
|
64
|
Envestnet Asset Management
Chicago,
Illinois
|
$180K
|
-$12.1M
|
-490,733
|
-99%
|
|
|
65
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$163K
|
+$17.2K
|
+700
|
+12%
|
|
|
66
|
Archford Capital Strategies
Swansea,
Illinois
|
$136K
|
+$134K
|
+5,450
|
New
|
|
|
67
|
Patten Group
Chattanooga,
Tennessee
|
$119K
|
–
|
–
|
–
|
|
|
68
|
IFP Advisors
Tampa,
Florida
|
$71K
|
–
|
–
|
–
|
|
|
69
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$65K
|
+$65.6K
|
+2,666
|
New
|
|
|
70
|
Geneos Wealth Management
Englewood,
Colorado
|
$63K
|
+$39.4K
|
+1,600
|
+162%
|
|
|
71
|
|
$59K
|
–
|
–
|
–
|
|
|
72
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$47K
|
+$47.5K
|
+1,927
|
New
|
|
|
73
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$30K
|
-$39.4K
|
-1,600
|
-56%
|
|
|
74
|
Financial Gravity Companies
Lakeway,
Texas
|
$29K
|
+$4.9K
|
+199
|
+20%
|
|
|
75
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$29K
|
+$29.4K
|
+1,192
|
New
|
|
