|
101
|
Greenline Partners
New York
|
$1.67M
|
–
|
–
|
–
|
|
|
102
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.58M
|
-$668K
|
-11,623
|
-25%
|
|
|
103
|
Bank of Marin
Novato,
California
|
$1.53M
|
-$142K
|
-2,461
|
-7%
|
|
|
104
|
Beam Wealth Advisors
Covington,
Louisiana
|
$1.52M
|
+$1.89M
|
+32,851
|
New
|
|
|
105
|
NWQ Investment Management Company
Los Angeles,
California
|
$1.5M
|
+$1.87M
|
+32,550
|
New
|
|
|
106
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$1.45M
|
+$114K
|
+1,983
|
+7%
|
|
|
107
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.43M
|
+$155K
|
+2,697
|
+10%
|
|
|
108
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$1.41M
|
–
|
–
|
–
|
|
|
109
|
TL Private Wealth
Southlake,
Texas
|
$1.4M
|
+$786K
|
+13,664
|
+96%
|
|
|
110
|
Columbus Macro
New Castle,
Pennsylvania
|
$1.39M
|
-$70.9K
|
-1,233
|
-4%
|
|
|
111
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$1.37M
|
+$40.3K
|
+700
|
+2%
|
|
|
112
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$1.35M
|
+$166K
|
+2,889
|
+11%
|
|
|
113
|
Oppenheimer & Co
New York
|
$1.3M
|
+$434K
|
+7,552
|
+37%
|
|
|
114
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.27M
|
+$181K
|
+3,151
|
+13%
|
|
|
115
|
Oxford Financial Group
Carmel,
Indiana
|
$1.22M
|
+$1.52M
|
+26,446
|
New
|
|
|
116
|
Truist Financial
Charlotte,
North Carolina
|
$1.22M
|
-$97.8K
|
-1,700
|
-6%
|
|
|
117
|
Northwest Wealth Management
Spencer,
Iowa
|
$1.21M
|
+$1.51M
|
+26,239
|
New
|
|
|
118
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$1.13M
|
-$22K
|
-383
|
-2%
|
|
|
119
|
55I LLC
Boston,
Massachusetts
|
$1.1M
|
+$1.25M
|
+21,795
|
New
|
|
|
120
|
R.H. Bluestein & Co
Birmingham,
Michigan
|
$1.09M
|
-$80.6K
|
-1,402
|
-6%
|
|
|
121
|
Telemus Capital
Southfield,
Michigan
|
$1.02M
|
-$76.5K
|
-1,331
|
-6%
|
|
|
122
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$988K
|
+$9.6K
|
+167
|
+0.8%
|
|
|
123
|
|
$962K
|
-$130K
|
-2,263
|
-10%
|
|
|
124
|
Cetera Advisors
Denver,
Colorado
|
$960K
|
+$301K
|
+5,241
|
+34%
|
|
|
125
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$949K
|
+$790K
|
+13,736
|
+176%
|
|
