|
51
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$855K
|
-$27.8K
|
-613
|
-3%
|
|
|
52
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$783K
|
+$94.4K
|
+2,081
|
+13%
|
|
|
53
|
|
$756K
|
+$366K
|
+8,073
|
+86%
|
|
|
54
|
Private Trust Company
Cleveland,
Ohio
|
$704K
|
–
|
–
|
–
|
|
|
55
|
Waverly Advisors
Birmingham,
Alabama
|
$702K
|
+$90.5K
|
+1,995
|
+14%
|
|
|
56
|
NewEdge Advisors
New Orleans,
Louisiana
|
$689K
|
+$10.3K
|
+228
|
+1%
|
|
|
57
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$685K
|
+$717K
|
+15,808
|
New
|
|
|
58
|
CIBC Bancorp USA
Chicago,
Illinois
|
$683K
|
+$715K
|
+15,758
|
New
|
|
|
59
|
Focus Partners Wealth
Boston,
Massachusetts
|
$663K
|
-$680K
|
-14,987
|
Closed
|
|
|
60
|
Zhang Financial
Portage,
Michigan
|
$646K
|
+$676K
|
+14,900
|
New
|
|
|
61
|
BOS Asset Management
Springfield,
Illinois
|
$620K
|
–
|
–
|
–
|
|
|
62
|
Concurrent Investment Advisors
Tampa,
Florida
|
$598K
|
-$99.8K
|
-2,200
|
-14%
|
|
|
63
|
Sherman Wealth Management
Gaithersburg,
Maryland
|
$593K
|
-$125K
|
-2,751
|
-17%
|
|
|
64
|
Regal Investment Advisors
Kentwood,
Michigan
|
$526K
|
–
|
–
|
–
|
|
|
65
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$488K
|
–
|
–
|
–
|
|
|
66
|
CAP Partners LLC
Franklin,
Tennessee
|
$469K
|
+$3.49K
|
+77
|
+0.7%
|
|
|
67
|
World Investment Advisors
Santa Barbara,
California
|
$464K
|
+$485K
|
+10,695
|
New
|
|
|
68
|
Titleist Asset Management
San Antonio,
Texas
|
$450K
|
+$82.9K
|
+1,828
|
+21%
|
|
|
69
|
MGO One Seven
Beachwood,
Ohio
|
$450K
|
+$45
|
+1
|
+0%
|
|
|
70
|
KKM Financial
Chicago,
Illinois
|
$449K
|
–
|
–
|
–
|
|
|
71
|
Belpointe Asset Management
Reno,
Nevada
|
$439K
|
+$10.1K
|
+222
|
+2%
|
|
|
72
|
Roan Capital Partners
Johnson City,
Tennessee
|
$418K
|
+$437K
|
+9,635
|
New
|
|
|
73
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$397K
|
+$416K
|
+9,162
|
New
|
|
|
74
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$390K
|
–
|
–
|
–
|
|
|
75
|
JBR Co Financial Management
Ardmore,
Oklahoma
|
$389K
|
–
|
–
|
–
|
|
