|
51
|
Avantax Planning Partners
Dubuque,
Iowa
|
$404K
|
-$258K
|
-10,605
|
-40%
|
|
|
52
|
Asset Dedication LLC
San Francisco,
California
|
$391K
|
+$325K
|
+13,373
|
+560%
|
|
|
53
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$388K
|
-$34.3K
|
-1,410
|
-8%
|
|
|
54
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$379K
|
–
|
–
|
–
|
|
|
55
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$342K
|
+$334K
|
+13,733
|
New
|
|
|
56
|
E&G Advisors
Houston,
Texas
|
$336K
|
+$328K
|
+13,500
|
New
|
|
|
57
|
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
|
$312K
|
+$305K
|
+12,550
|
New
|
|
|
58
|
WealthTrust Fairport
Cleveland,
Ohio
|
$310K
|
+$29.7K
|
+1,221
|
+11%
|
|
|
59
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$300K
|
–
|
–
|
–
|
|
|
60
|
Cypress Wealth Services
Palm Desert,
California
|
$288K
|
+$24
|
+1
|
+0%
|
|
|
61
|
FCG Advisors
Chatham,
New Jersey
|
$285K
|
+$279K
|
+11,462
|
New
|
|
|
62
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$263K
|
–
|
–
|
–
|
|
|
63
|
Meridian Wealth Management
Lexington,
Kentucky
|
$261K
|
+$255K
|
+10,500
|
New
|
|
|
64
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$258K
|
+$151K
|
+6,202
|
+149%
|
|
|
65
|
Segment Wealth Management
Houston,
Texas
|
$231K
|
–
|
–
|
–
|
|
|
66
|
Cetera Advisors
Denver,
Colorado
|
$221K
|
–
|
–
|
–
|
|
|
67
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$205K
|
+$201K
|
+8,263
|
New
|
|
|
68
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$200K
|
+$197K
|
+8,103
|
New
|
|
|
69
|
Proficio Capital Partners
Newton,
Massachusetts
|
$167K
|
–
|
–
|
–
|
|
|
70
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$145K
|
–
|
–
|
–
|
|
|
71
|
American Portfolios Advisors
Holbrook,
New York
|
$118K
|
-$3.65K
|
-150
|
-3%
|
|
|
72
|
Front Row Advisors
Tiburon,
California
|
$85K
|
–
|
–
|
–
|
|
|
73
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$73K
|
+$6.08K
|
+250
|
+9%
|
|
|
74
|
Truvestments Capital
Sarasota,
Florida
|
$67K
|
+$65.2K
|
+2,682
|
New
|
|
|
75
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$26K
|
–
|
–
|
–
|
|
