|
26
|
USA Financial Formulas
Ada,
Michigan
|
$275K
|
+$246K
|
+5,128
|
New
|
|
|
27
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$250K
|
+$224K
|
+4,674
|
New
|
|
|
28
|
Private Trust Company
Cleveland,
Ohio
|
$248K
|
-$117K
|
-2,451
|
-35%
|
|
|
29
|
Triumph Capital Management
Denver,
Colorado
|
$234K
|
-$11K
|
-230
|
-5%
|
|
|
30
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$216K
|
–
|
–
|
–
|
|
|
31
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$214K
|
+$191K
|
+3,994
|
New
|
|
|
32
|
Golden State Wealth Management
Santa Ana,
California
|
$149K
|
+$4.79K
|
+100
|
+4%
|
|
|
33
|
Financial Perspectives
Minneapolis,
Minnesota
|
$136K
|
-$24.7K
|
-516
|
-17%
|
|
|
34
|
Fidelity Investments
Boston,
Massachusetts
|
$116K
|
+$38K
|
+794
|
+58%
|
|
|
35
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$80.2K
|
+$71.7K
|
+1,497
|
New
|
|
|
36
|
Steward Partners Investment Advisory
New York
|
$69.7K
|
–
|
–
|
–
|
|
|
37
|
Parallel Advisors
San Francisco,
California
|
$68.3K
|
-$139K
|
-2,900
|
-69%
|
|
|
38
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$67K
|
+$21.3K
|
+444
|
+56%
|
|
|
39
|
Rise Advisors
Rochester,
New York
|
$52.3K
|
–
|
–
|
–
|
|
|
40
|
NBT Bank
Norwich,
New York
|
$24.5K
|
–
|
–
|
–
|
|
|
41
|
Principal Securities
Des Moines,
Iowa
|
$14.4K
|
–
|
–
|
–
|
|
|
42
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10.7K
|
+$9.58K
|
+200
|
New
|
|
|
43
|
US Bancorp
Minneapolis,
Minnesota
|
$8.63K
|
+$7.71K
|
+161
|
New
|
|
|
44
|
MAI Capital Management
Independence,
Ohio
|
$5.36K
|
–
|
–
|
–
|
|
|
45
|
CoreCap Advisors
Southfield,
Michigan
|
$5.36K
|
–
|
–
|
–
|
|
|
46
|
ORG Partners
Roanoke,
Indiana
|
$5.28K
|
–
|
–
|
–
|
|
|
47
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.02K
|
–
|
–
|
–
|
|
|
48
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$2.46K
|
–
|
–
|
–
|
|
|
49
|
Farther Finance Advisors
San Francisco,
California
|
$2.04K
|
–
|
–
|
–
|
|
|
50
|
|
$2.04K
|
–
|
–
|
–
|
|
