|
551
|
Liberty Wealth Management
Oakland,
California
|
$100K
|
+$100K
|
+1,971
|
New
|
|
|
552
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$97K
|
–
|
–
|
–
|
|
|
553
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$94K
|
-$7.06K
|
-139
|
-7%
|
|
|
554
|
Prospera Financial Services
Dallas,
Texas
|
$77K
|
-$1.12M
|
-22,052
|
-94%
|
|
|
555
|
Steph & Co
Marinette,
Wisconsin
|
$75K
|
+$75K
|
+1,475
|
New
|
|
|
556
|
Gemmer Asset Management
Walnut Creek,
California
|
$72K
|
+$1.83K
|
+36
|
+3%
|
|
|
557
|
Enterprise Trust & Investment
Los Gatos,
California
|
$62K
|
–
|
–
|
–
|
|
|
558
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$51K
|
+$50.8K
|
+1,000
|
New
|
|
|
559
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$50K
|
–
|
–
|
–
|
|
|
560
|
Hudock Inc
Williamsport,
Pennsylvania
|
$50K
|
+$50K
|
+984
|
New
|
|
|
561
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$46K
|
-$188K
|
-3,698
|
-80%
|
|
|
562
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$40K
|
-$965
|
-19
|
-2%
|
|
|
563
|
Oakworth Capital
Birmingham,
Alabama
|
$39K
|
+$39.2K
|
+772
|
New
|
|
|
564
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$31K
|
–
|
–
|
–
|
|
|
565
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$30K
|
-$583K
|
-11,464
|
-95%
|
|
|
566
|
Retirement Group
San Diego,
California
|
$30K
|
+$3.3K
|
+65
|
+13%
|
|
|
567
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$30K
|
+$30.5K
|
+600
|
New
|
|
|
568
|
Washington Trust
Westerly,
Rhode Island
|
$30K
|
+$30.5K
|
+600
|
New
|
|
|
569
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$28K
|
+$10.2K
|
+200
|
+57%
|
|
|
570
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$28K
|
+$27.9K
|
+550
|
New
|
|
|
571
|
Pacific Capital Wealth Advisors
Corona,
California
|
$26K
|
+$26.1K
|
+513
|
New
|
|
|
572
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$25K
|
+$20.1K
|
+396
|
+384%
|
|
|
573
|
tru Independence
Portland,
Oregon
|
$25K
|
+$25K
|
+492
|
New
|
|
|
574
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$23K
|
–
|
–
|
–
|
|
|
575
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$13K
|
-$30.6K
|
-603
|
-70%
|
|
