|
51
|
WealthPLAN Partners
Omaha,
Nebraska
|
$389K
|
+$378K
|
+6,678
|
New
|
|
|
52
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$385K
|
+$1.41K
|
+25
|
+0.4%
|
|
|
53
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$379K
|
+$17K
|
+300
|
+5%
|
|
|
54
|
Fisher Asset Management
Camas,
Washington
|
$358K
|
+$352K
|
+6,221
|
New
|
|
|
55
|
Chesley Taft & Associates
Chicago,
Illinois
|
$354K
|
–
|
–
|
–
|
|
|
56
|
Community Bank
Dewitt,
New York
|
$354K
|
+$348K
|
+6,148
|
New
|
|
|
57
|
Avantax Advisory Services
Dallas,
Texas
|
$352K
|
+$792
|
+14
|
+0.2%
|
|
|
58
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$348K
|
–
|
–
|
–
|
|
|
59
|
Israel Discount Bank of New York
New York
|
$341K
|
+$42.7K
|
+755
|
+15%
|
|
|
60
|
Belpointe Asset Management
Reno,
Nevada
|
$336K
|
-$4.53K
|
-80
|
-1%
|
|
|
61
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$319K
|
+$1.13K
|
+20
|
+0.4%
|
|
|
62
|
|
$318K
|
-$128K
|
-2,270
|
-29%
|
|
|
63
|
Wedbush Securities
Los Angeles,
California
|
$314K
|
+$82.7K
|
+1,462
|
+37%
|
|
|
64
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$307K
|
-$69K
|
-1,220
|
-19%
|
|
|
65
|
Citizens Business Bank
Ontario,
California
|
$286K
|
+$2.09K
|
+37
|
+0.8%
|
|
|
66
|
Wealth Alliance
Mellville,
New York
|
$281K
|
+$37.5K
|
+663
|
+16%
|
|
|
67
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$281K
|
+$276K
|
+4,884
|
New
|
|
|
68
|
Summit Wealth Partners
Orlando,
Florida
|
$263K
|
-$22.7K
|
-401
|
-8%
|
|
|
69
|
Arden Trust
Wilmington,
Delaware
|
$261K
|
–
|
–
|
–
|
|
|
70
|
Baker Avenue Asset Management
San Francisco,
California
|
$256K
|
–
|
–
|
–
|
|
|
71
|
WealthOne
Albany,
New York
|
$248K
|
+$244K
|
+4,315
|
New
|
|
|
72
|
FLC Capital Advisors
Palm Desert,
California
|
$242K
|
–
|
–
|
–
|
|
|
73
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$226K
|
+$1.19K
|
+21
|
+0.5%
|
|
|
74
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$215K
|
–
|
–
|
–
|
|
|
75
|
King Wealth Management Group
Naples,
Florida
|
$201K
|
+$198K
|
+3,500
|
New
|
|
