|
51
|
SeaCrest Wealth Management
Purchase,
New York
|
$1.4M
|
+$804K
|
+15,367
|
+142%
|
|
|
52
|
Verity Asset Management
Durham,
North Carolina
|
$1.4M
|
-$33.9K
|
-648
|
-2%
|
|
|
53
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.34M
|
+$101K
|
+1,939
|
+8%
|
|
|
54
|
Parsec Financial Management
Asheville,
North Carolina
|
$1.34M
|
+$101K
|
+1,927
|
+8%
|
|
|
55
|
Weatherly Asset Management
Del Mar,
California
|
$1.22M
|
+$1.94K
|
+37
|
+0.2%
|
|
|
56
|
Concentric Wealth Management
Lafayette,
California
|
$1.21M
|
-$10.4K
|
-199
|
-0.9%
|
|
|
57
|
Spire Wealth Management
Mclean,
Virginia
|
$1.11M
|
-$14.4K
|
-276
|
-1%
|
|
|
58
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$1.07M
|
+$24K
|
+459
|
+2%
|
|
|
59
|
Private Wealth Advisors (California)
Fresno,
California
|
$1.05M
|
+$240K
|
+4,580
|
+30%
|
|
|
60
|
|
$1.03M
|
+$196K
|
+3,743
|
+24%
|
|
|
61
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$1.02M
|
-$44.5K
|
-850
|
-4%
|
|
|
62
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.01M
|
+$52
|
+1
|
+0%
|
|
|
63
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$990K
|
–
|
–
|
–
|
|
|
64
|
D.A. Davidson & Co
Great Falls,
Montana
|
$976K
|
+$308K
|
+5,897
|
+48%
|
|
|
65
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$921K
|
–
|
–
|
–
|
|
|
66
|
Howard Capital Management Group
Los Angeles,
California
|
$874K
|
-$36.6K
|
-699
|
-4%
|
|
|
67
|
First City Capital Management
Savannah,
Georgia
|
$837K
|
-$20.7K
|
-395
|
-3%
|
|
|
68
|
Lake Street Private Wealth
Chicago,
Illinois
|
$814K
|
+$129K
|
+2,475
|
+20%
|
|
|
69
|
US Bancorp
Minneapolis,
Minnesota
|
$764K
|
–
|
–
|
–
|
|
|
70
|
Equitable Trust
Nashville,
Tennessee
|
$746K
|
–
|
–
|
–
|
|
|
71
|
Citadel Advisors
Miami,
Florida
|
$728K
|
-$636K
|
-12,161
|
-47%
|
|
|
72
|
Envestnet Asset Management
Chicago,
Illinois
|
$712K
|
+$220K
|
+4,198
|
+46%
|
|
|
73
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$712K
|
+$458K
|
+8,760
|
+193%
|
|
|
74
|
Oppenheimer & Co
New York
|
$707K
|
+$44.8K
|
+857
|
+7%
|
|
|
75
|
Elk River Wealth Management
Denver,
Colorado
|
$676K
|
–
|
–
|
–
|
|
