|
51
|
|
$1.46M
|
+$27
|
+1
|
+0%
|
|
|
52
|
Optivise Advisory Services
Franklin,
Tennessee
|
$1.42M
|
+$1.41M
|
+52,916
|
New
|
|
|
53
|
WESPAC Advisors
Orinda,
California
|
$1.42M
|
+$1.41M
|
+52,817
|
New
|
|
|
54
|
Tocqueville Asset Management
New York
|
$1.4M
|
+$1.39M
|
+52,019
|
New
|
|
|
55
|
Integrated Advisors Network
Dallas,
Texas
|
$1.39M
|
+$1.39M
|
+51,884
|
New
|
|
|
56
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.37M
|
+$69.8K
|
+2,613
|
+5%
|
|
|
57
|
Leuthold Group
Minneapolis,
Minnesota
|
$1.36M
|
+$683K
|
+25,595
|
+102%
|
|
|
58
|
NBT Bank
Norwich,
New York
|
$1.03M
|
-$6.89K
|
-258
|
-0.7%
|
|
|
59
|
Corient Private Wealth
Miami,
Florida
|
$995K
|
+$44.1K
|
+1,652
|
+5%
|
|
|
60
|
Harbour Investments
Madison,
Wisconsin
|
$927K
|
+$922K
|
+34,535
|
New
|
|
|
61
|
Lakeshore Capital Group
Rolling Meadows,
Illinois
|
$920K
|
+$916K
|
+34,308
|
New
|
|
|
62
|
Yeomans Consulting Group
Marietta,
Georgia
|
$817K
|
+$813K
|
+30,463
|
New
|
|
|
63
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$808K
|
+$804K
|
+30,100
|
New
|
|
|
64
|
Truist Financial
Charlotte,
North Carolina
|
$712K
|
-$6.41K
|
-240
|
-0.9%
|
|
|
65
|
Koshinski Asset Management
Decatur,
Illinois
|
$711K
|
+$707K
|
+26,494
|
New
|
|
|
66
|
Rockefeller Capital Management
New York
|
$659K
|
+$174K
|
+6,523
|
+36%
|
|
|
67
|
|
$659K
|
+$655K
|
+24,546
|
New
|
|
|
68
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$621K
|
+$618K
|
+23,157
|
New
|
|
|
69
|
Pathstone Holdings
Englewood,
New Jersey
|
$584K
|
-$13.8K
|
-515
|
-2%
|
|
|
70
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$568K
|
+$23K
|
+863
|
+4%
|
|
|
71
|
Snowden Capital Advisors
New York
|
$544K
|
-$23.9K
|
-895
|
-4%
|
|
|
72
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$534K
|
-$291K
|
-10,899
|
-35%
|
|
|
73
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$527K
|
+$525K
|
+19,646
|
New
|
|
|
74
|
Alpha Cubed Investments
Irvine,
California
|
$498K
|
+$496K
|
+18,574
|
New
|
|
|
75
|
The Family Firm
Bethesda,
Maryland
|
$460K
|
+$934
|
+35
|
+0.2%
|
|
