|
51
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$4.32M
|
+$116K
|
+2,666
|
+2%
|
|
|
52
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$4.06M
|
-$239K
|
-5,500
|
-5%
|
|
|
53
|
Atria Investments
Charlotte,
North Carolina
|
$3.73M
|
+$491K
|
+11,326
|
+13%
|
|
|
54
|
Simplicity Wealth
Summit,
New Jersey
|
$3.7M
|
-$11.1K
|
-255
|
-0.3%
|
|
|
55
|
Bucket List Wealth Management
The Villages,
Florida
|
$3.64M
|
+$347K
|
+7,986
|
+9%
|
|
|
56
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$3.63M
|
-$47.7K
|
-1,100
|
-1%
|
|
|
57
|
Ferguson Shapiro
Decatur,
Georgia
|
$3.04M
|
+$3.42M
|
+78,831
|
New
|
|
|
58
|
Rockefeller Capital Management
New York
|
$2.99M
|
-$741K
|
-17,081
|
-18%
|
|
|
59
|
Stifel Financial
St. Louis,
Missouri
|
$2.92M
|
+$1.01M
|
+23,275
|
+44%
|
|
|
60
|
Meixler Investment Management
Show Low,
Arizona
|
$2.85M
|
+$58K
|
+1,337
|
+2%
|
|
|
61
|
Equitable Holdings
New York
|
$2.81M
|
-$1.15M
|
-26,390
|
-27%
|
|
|
62
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$2.74M
|
+$495K
|
+11,417
|
+20%
|
|
|
63
|
Ascent Advisors
Mankato,
Minnesota
|
$2.73M
|
+$3.05M
|
+70,352
|
New
|
|
|
64
|
RDA Financial Network
Akron,
Iowa
|
$2.64M
|
+$214K
|
+4,929
|
+8%
|
|
|
65
|
Banco BTG Pactual
Rio De Janeiro,
Brazil
|
$2.54M
|
+$1.65M
|
+37,999
|
+137%
|
|
|
66
|
UMB Bank
Kansas City,
Missouri
|
$2.49M
|
–
|
–
|
–
|
|
|
67
|
EP Wealth Advisors
Torrance,
California
|
$2.45M
|
–
|
–
|
–
|
|
|
68
|
Creative Planning
Overland Park,
Kansas
|
$2.44M
|
-$11.6K
|
-267
|
-0.4%
|
|
|
69
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$2.42M
|
-$131K
|
-3,030
|
-5%
|
|
|
70
|
Golden State Wealth Management
Santa Ana,
California
|
$2.41M
|
+$455K
|
+10,491
|
+20%
|
|
|
71
|
Procyon Advisors
Shelton,
Connecticut
|
$2.31M
|
-$868
|
-20
|
-0%
|
|
|
72
|
Lyell Wealth Management
Menlo Park,
California
|
$2.29M
|
-$1.04M
|
-23,980
|
-29%
|
|
|
73
|
Summit Financial
Parsippany,
New Jersey
|
$2.2M
|
-$533K
|
-12,275
|
-18%
|
|
|
74
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$2.16M
|
+$283K
|
+6,523
|
+13%
|
|
|
75
|
Terra Nova Asset Management
New York
|
$2.15M
|
–
|
–
|
–
|
|
