|
26
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.66M
|
+$556K
|
+21,414
|
+51%
|
|
|
27
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$1.61M
|
+$182K
|
+7,000
|
+13%
|
|
|
28
|
Central Trust Company
Jefferson City,
Missouri
|
$1.43M
|
+$75.3K
|
+2,900
|
+6%
|
|
|
29
|
Stifel Financial
St. Louis,
Missouri
|
$1.33M
|
-$189K
|
-7,286
|
-13%
|
|
|
30
|
Beacon Pointe Wealth Advisors
Newport Beach,
California
|
$1.24M
|
+$24K
|
+925
|
+2%
|
|
|
31
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.21M
|
+$13K
|
+500
|
+1%
|
|
|
32
|
|
$1.17M
|
+$1.16M
|
+44,734
|
New
|
|
|
33
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1.08M
|
-$208K
|
-8,000
|
-16%
|
|
|
34
|
Paulson Wealth Management
Wheaton,
Illinois
|
$1.07M
|
+$240K
|
+9,250
|
+29%
|
|
|
35
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.05M
|
-$135K
|
-5,200
|
-11%
|
|
|
36
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.01M
|
+$235K
|
+9,046
|
+31%
|
|
|
37
|
TLWM Financial
San Antonio,
Texas
|
$984K
|
+$655K
|
+25,248
|
+203%
|
|
|
38
|
Asset Dedication LLC
San Francisco,
California
|
$958K
|
+$27.1K
|
+1,043
|
+3%
|
|
|
39
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$867K
|
+$1.79K
|
+69
|
+0.2%
|
|
|
40
|
Regions Financial Corp
Birmingham,
Alabama
|
$847K
|
-$24.2K
|
-933
|
-3%
|
|
|
41
|
Altium Wealth Management
Purchase,
New York
|
$839K
|
-$13K
|
-500
|
-2%
|
|
|
42
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$806K
|
+$600K
|
+23,126
|
+299%
|
|
|
43
|
AllSquare Wealth Management
Albany,
New York
|
$765K
|
–
|
–
|
–
|
|
|
44
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$758K
|
+$27.8K
|
+1,070
|
+4%
|
|
|
45
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$745K
|
-$19.1K
|
-737
|
-3%
|
|
|
46
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$739K
|
+$734K
|
+28,298
|
New
|
|
|
47
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$737K
|
+$908
|
+35
|
+0.1%
|
|
|
48
|
Boston Advisors
Boston,
Massachusetts
|
$679K
|
-$72.9K
|
-2,808
|
-10%
|
|
|
49
|
Denver PWM
Denver,
Colorado
|
$666K
|
+$49.4K
|
+1,902
|
+8%
|
|
|
50
|
First National Corp
Rockland,
Massachusetts
|
$638K
|
-$30.5K
|
-1,175
|
-5%
|
|
