|
51
|
Atria Investments
Charlotte,
North Carolina
|
$542K
|
+$556K
|
+93,852
|
New
|
|
|
52
|
Diversify Wealth Management
Sandy,
Utah
|
$523K
|
+$622K
|
+104,976
|
New
|
|
|
53
|
DMC Group
Birmingham,
Alabama
|
$515K
|
+$17.4K
|
+2,932
|
+3%
|
|
|
54
|
BSW Wealth Partners
Boulder,
Colorado
|
$503K
|
+$25.9K
|
+4,374
|
+5%
|
|
|
55
|
Stifel Financial
St. Louis,
Missouri
|
$502K
|
-$27.9K
|
-4,707
|
-5%
|
|
|
56
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$471K
|
+$43.7K
|
+7,383
|
+10%
|
|
|
57
|
Corient Private Wealth
Miami,
Florida
|
$448K
|
-$33.8K
|
-5,711
|
-7%
|
|
|
58
|
Cresset Asset Management
Chicago,
Illinois
|
$425K
|
-$63.4K
|
-10,703
|
-13%
|
|
|
59
|
SimplyRich
Carlsbad,
California
|
$423K
|
+$10.4K
|
+1,754
|
+2%
|
|
|
60
|
Graham Capital Management
Rowayton,
Connecticut
|
$402K
|
+$412K
|
+69,601
|
New
|
|
|
61
|
Cable Hill Partners
Portland,
Oregon
|
$399K
|
+$36.7K
|
+6,196
|
+10%
|
|
|
62
|
Forum Financial Management
Lombard,
Illinois
|
$397K
|
–
|
–
|
–
|
|
|
63
|
Morningstar Investment Services
Chicago,
Illinois
|
$395K
|
-$8.73K
|
-1,473
|
-2%
|
|
|
64
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$394K
|
+$12.5K
|
+2,114
|
+3%
|
|
|
65
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$392K
|
+$67.9K
|
+11,458
|
+20%
|
|
|
66
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$363K
|
+$17.3K
|
+2,918
|
+5%
|
|
|
67
|
LPL Financial
San Diego,
California
|
$357K
|
+$366K
|
+61,759
|
New
|
|
|
68
|
Raymond James & Associates
St Petersburg,
Florida
|
$351K
|
+$360K
|
+60,771
|
New
|
|
|
69
|
Wells Fargo
San Francisco,
California
|
$350K
|
+$8K
|
+1,350
|
+2%
|
|
|
70
|
Ballentine Partners
Waltham,
Massachusetts
|
$346K
|
-$60.9K
|
-10,280
|
-15%
|
|
|
71
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$338K
|
–
|
–
|
–
|
|
|
72
|
Schonfeld Strategic Advisors
New York
|
$337K
|
-$91.5K
|
-15,436
|
-21%
|
|
|
73
|
Yousif Capital Management
Bloomfield Hills,
Michigan
|
$312K
|
–
|
–
|
–
|
|
|
74
|
Ameriprise
Minneapolis,
Minnesota
|
$299K
|
-$70.9K
|
-11,958
|
-19%
|
|
|
75
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$293K
|
-$666K
|
-112,417
|
-69%
|
|
