|
51
|
Journey Strategic Wealth
Summit,
New Jersey
|
$358K
|
+$349K
|
+30,846
|
New
|
|
|
52
|
Caldwell Trust
Venice,
Florida
|
$349K
|
-$78.7K
|
-6,962
|
-19%
|
|
|
53
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$339K
|
-$102K
|
-9,030
|
-24%
|
|
|
54
|
World Investment Advisors
Santa Barbara,
California
|
$337K
|
+$328K
|
+29,009
|
New
|
|
|
55
|
Capital Investment Advisors
Atlanta,
Georgia
|
$327K
|
+$68
|
+6
|
+0%
|
|
|
56
|
Millennium Management
New York
|
$327K
|
+$319K
|
+28,200
|
New
|
|
|
57
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$275K
|
+$268K
|
+23,685
|
New
|
|
|
58
|
|
$240K
|
+$234K
|
+20,696
|
New
|
|
|
59
|
SeaCrest Wealth Management
Purchase,
New York
|
$236K
|
-$159K
|
-14,100
|
-41%
|
|
|
60
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$232K
|
+$226K
|
+20,000
|
New
|
|
|
61
|
Creative Planning
Overland Park,
Kansas
|
$231K
|
-$67.8K
|
-5,995
|
-23%
|
|
|
62
|
Insight Wealth Strategies
San Ramon,
California
|
$221K
|
+$6.55K
|
+579
|
+3%
|
|
|
63
|
Mariner
Overland Park,
Kansas
|
$215K
|
+$209K
|
+18,500
|
New
|
|
|
64
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$212K
|
+$207K
|
+18,300
|
New
|
|
|
65
|
Cambridge Trust
Cambridge,
Massachusetts
|
$211K
|
–
|
–
|
–
|
|
|
66
|
Nottingham Advisors
Amherst,
New York
|
$207K
|
+$202K
|
+17,826
|
New
|
|
|
67
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$203K
|
-$160K
|
-14,136
|
-45%
|
|
|
68
|
M&T Bank
Buffalo,
New York
|
$199K
|
-$2.88K
|
-255
|
-1%
|
|
|
69
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$183K
|
+$178K
|
+15,780
|
New
|
|
|
70
|
Advisory Services Network
Atlanta,
Georgia
|
$181K
|
-$97K
|
-8,575
|
-35%
|
|
|
71
|
Northern Trust
Chicago,
Illinois
|
$178K
|
+$238
|
+21
|
+0.1%
|
|
|
72
|
Brown Advisory
Baltimore,
Maryland
|
$177K
|
+$172K
|
+15,250
|
New
|
|
|
73
|
Stifel Financial
St. Louis,
Missouri
|
$175K
|
-$2.4K
|
-212
|
-1%
|
|
|
74
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$174K
|
+$170K
|
+14,994
|
New
|
|
|
75
|
NewEdge Advisors
New Orleans,
Louisiana
|
$171K
|
-$3.46K
|
-306
|
-2%
|
|
