|
51
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$2.15M
|
-$164K
|
-1,598
|
-7%
|
|
|
52
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$2.09M
|
-$101K
|
-981
|
-5%
|
|
|
53
|
CoreCap Advisors
Southfield,
Michigan
|
$1.95M
|
+$28.2K
|
+274
|
+1%
|
|
|
54
|
Patten & Patten
Chattanooga,
Tennessee
|
$1.93M
|
-$33.4K
|
-325
|
-2%
|
|
|
55
|
Mariner
Overland Park,
Kansas
|
$1.92M
|
-$1.37M
|
-13,322
|
-42%
|
|
|
56
|
WealthCare Asset Management
Springfield,
Missouri
|
$1.9M
|
+$1.86M
|
+18,102
|
New
|
|
|
57
|
Sunbelt Securities
Houston,
Texas
|
$1.83M
|
+$440K
|
+4,281
|
+32%
|
|
|
58
|
Lee Johnson Capital Management
Fort Worth,
Texas
|
$1.69M
|
-$88.3K
|
-858
|
-5%
|
|
|
59
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.68M
|
+$614K
|
+5,966
|
+58%
|
|
|
60
|
Mutual Advisors
Omaha,
Nebraska
|
$1.58M
|
-$71.4K
|
-694
|
-4%
|
|
|
61
|
Wagner Wealth Management (Pennsylvania)
Conyngham,
Pennsylvania
|
$1.5M
|
+$1.5M
|
+14,583
|
New
|
|
|
62
|
HighTower Advisors
Chicago,
Illinois
|
$1.5M
|
-$1.13K
|
-11
|
-0.1%
|
|
|
63
|
Harbour Investments
Madison,
Wisconsin
|
$1.49M
|
-$119K
|
-1,161
|
-7%
|
|
|
64
|
Davenport & Co
Richmond,
Virginia
|
$1.48M
|
-$33K
|
-321
|
-2%
|
|
|
65
|
Garrison Point Advisors
Walnut Creek,
California
|
$1.48M
|
+$43.8K
|
+426
|
+3%
|
|
|
66
|
Genesee Capital Advisors
Auburn,
New York
|
$1.48M
|
-$47.1K
|
-458
|
-3%
|
|
|
67
|
Spinnaker Trust
Portland,
Maine
|
$1.44M
|
–
|
–
|
–
|
|
|
68
|
Fidelity Investments
Boston,
Massachusetts
|
$1.37M
|
+$4.42K
|
+43
|
+0.3%
|
|
|
69
|
Creative Planning
Overland Park,
Kansas
|
$1.34M
|
+$277K
|
+2,691
|
+26%
|
|
|
70
|
Truist Financial
Charlotte,
North Carolina
|
$1.29M
|
-$34.2K
|
-332
|
-3%
|
|
|
71
|
Corient Private Wealth
Miami,
Florida
|
$1.27M
|
-$279K
|
-2,716
|
-18%
|
|
|
72
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.23M
|
–
|
–
|
–
|
|
|
73
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$1.21M
|
+$14.9K
|
+145
|
+1%
|
|
|
74
|
Lakeshore Capital Group
Rolling Meadows,
Illinois
|
$1.17M
|
-$13.5K
|
-131
|
-1%
|
|
|
75
|
Huntington National Bank
Columbus,
Ohio
|
$1.17M
|
–
|
–
|
–
|
|
