|
51
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.14M
|
+$221K
|
+4,576
|
+25%
|
|
|
52
|
Parsec Financial Management
Asheville,
North Carolina
|
$1.14M
|
+$71.1K
|
+1,470
|
+7%
|
|
|
53
|
Weatherly Asset Management
Del Mar,
California
|
$1.13M
|
–
|
–
|
–
|
|
|
54
|
Concentric Wealth Management
Lafayette,
California
|
$1.12M
|
-$24.2K
|
-500
|
-2%
|
|
|
55
|
Private Advisor Group
Morristown,
New Jersey
|
$1.1M
|
+$298K
|
+6,157
|
+38%
|
|
|
56
|
Spire Wealth Management
Mclean,
Virginia
|
$1.03M
|
+$1.01M
|
+20,948
|
New
|
|
|
57
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$982K
|
-$12.1K
|
-250
|
-1%
|
|
|
58
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$964K
|
+$12.7K
|
+262
|
+1%
|
|
|
59
|
Credit Suisse
Zurich,
Switzerland
|
$941K
|
+$58.7K
|
+1,213
|
+7%
|
|
|
60
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$934K
|
-$26.1K
|
-539
|
-3%
|
|
|
61
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$914K
|
–
|
–
|
–
|
|
|
62
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$849K
|
–
|
–
|
–
|
|
|
63
|
Howard Capital Management Group
Los Angeles,
California
|
$841K
|
+$824K
|
+17,029
|
New
|
|
|
64
|
|
$767K
|
-$33.9K
|
-700
|
-4%
|
|
|
65
|
First City Capital Management
Savannah,
Georgia
|
$759K
|
–
|
–
|
–
|
|
|
66
|
Magnus Financial Group
New York
|
$747K
|
+$731K
|
+15,115
|
New
|
|
|
67
|
Private Wealth Advisors (California)
Fresno,
California
|
$745K
|
+$730K
|
+15,085
|
New
|
|
|
68
|
US Bancorp
Minneapolis,
Minnesota
|
$705K
|
–
|
–
|
–
|
|
|
69
|
Equitable Trust
Nashville,
Tennessee
|
$689K
|
+$401K
|
+8,287
|
+147%
|
|
|
70
|
Simplex Trading
Chicago,
Illinois
|
$658K
|
+$338K
|
+6,994
|
+110%
|
|
|
71
|
|
$657K
|
-$25.6K
|
-530
|
-4%
|
|
|
72
|
Elk River Wealth Management
Denver,
Colorado
|
$624K
|
–
|
–
|
–
|
|
|
73
|
Neuberger Berman Group
New York
|
$624K
|
–
|
–
|
–
|
|
|
74
|
Lake Street Private Wealth
Chicago,
Illinois
|
$622K
|
+$214K
|
+4,414
|
+54%
|
|
|
75
|
Oppenheimer & Co
New York
|
$610K
|
-$120K
|
-2,490
|
-17%
|
|
