|
51
|
Atria Investments
Charlotte,
North Carolina
|
$765K
|
+$437K
|
+9,584
|
+141%
|
|
|
52
|
HighTower Advisors
Chicago,
Illinois
|
$670K
|
+$11.4K
|
+250
|
+2%
|
|
|
53
|
|
$665K
|
+$97K
|
+2,125
|
+18%
|
|
|
54
|
Partnervest Advisory Services
Santa Barbara,
California
|
$654K
|
+$26.8K
|
+588
|
+4%
|
|
|
55
|
Steward Partners Investment Advisory
New York
|
$633K
|
+$86.8K
|
+1,903
|
+16%
|
|
|
56
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$631K
|
–
|
–
|
–
|
|
|
57
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$587K
|
+$119K
|
+2,613
|
+26%
|
|
|
58
|
WhitTier Trust Company
Reno,
Nevada
|
$586K
|
–
|
–
|
–
|
|
|
59
|
BBVA USA Bancshares
Houston,
Texas
|
$577K
|
+$106K
|
+2,314
|
+23%
|
|
|
60
|
Allianz Life Insurance of North America
Minneapolis,
Minnesota
|
$567K
|
+$27.4K
|
+600
|
+5%
|
|
|
61
|
Oppenheimer & Co
New York
|
$521K
|
+$15.1K
|
+330
|
+3%
|
|
|
62
|
Wintrust Investments
Chicago,
Illinois
|
$516K
|
–
|
–
|
–
|
|
|
63
|
Roundview Capital
Princeton,
New Jersey
|
$511K
|
–
|
–
|
–
|
|
|
64
|
Belpointe Asset Management
Reno,
Nevada
|
$457K
|
+$47.9K
|
+1,050
|
+12%
|
|
|
65
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$442K
|
+$33.8K
|
+741
|
+8%
|
|
|
66
|
|
$437K
|
-$300K
|
-6,584
|
-41%
|
|
|
67
|
Patten Group
Chattanooga,
Tennessee
|
$431K
|
+$48.6K
|
+1,065
|
+13%
|
|
|
68
|
Cetera Advisor Networks
El Segundo,
California
|
$417K
|
+$408K
|
+8,949
|
New
|
|
|
69
|
Moors & Cabot
Boston,
Massachusetts
|
$395K
|
+$125K
|
+2,750
|
+49%
|
|
|
70
|
Citadel Advisors
Miami,
Florida
|
$356K
|
+$347K
|
+7,614
|
New
|
|
|
71
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$332K
|
-$22.8K
|
-500
|
-7%
|
|
|
72
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$326K
|
–
|
–
|
–
|
|
|
73
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$307K
|
+$23.3K
|
+511
|
+8%
|
|
|
74
|
Boston Family Office
Boston,
Massachusetts
|
$307K
|
+$25.3K
|
+555
|
+9%
|
|
|
75
|
Creative Planning
Overland Park,
Kansas
|
$304K
|
-$55.7K
|
-1,220
|
-16%
|
|
