|
51
|
Atria Investments
Charlotte,
North Carolina
|
$1.48M
|
+$28.2K
|
+307
|
+2%
|
|
|
52
|
Pacific Sun Financial
Los Angeles,
California
|
$1.42M
|
-$14.9K
|
-162
|
-1%
|
|
|
53
|
Destiny Wealth Partners
Tavares,
Florida
|
$1.4M
|
–
|
–
|
–
|
|
|
54
|
IFG Advisory
Atlanta,
Georgia
|
$1.35M
|
+$3.12K
|
+34
|
+0.2%
|
|
|
55
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$1.35M
|
-$1.91M
|
-20,782
|
-58%
|
|
|
56
|
James Investment Research
Alpha,
Ohio
|
$1.27M
|
-$115K
|
-1,249
|
-8%
|
|
|
57
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$1.22M
|
-$14.3K
|
-156
|
-1%
|
|
|
58
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$1.22M
|
-$4.41K
|
-48
|
-0.4%
|
|
|
59
|
Tempus Wealth Planning
Irvine,
California
|
$1.16M
|
+$20.3K
|
+221
|
+2%
|
|
|
60
|
Independent Family Office
Albany,
New York
|
$1.1M
|
–
|
–
|
–
|
|
|
61
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$1.07M
|
-$192K
|
-2,091
|
-15%
|
|
|
62
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.05M
|
+$1.07M
|
+11,657
|
New
|
|
|
63
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$1.05M
|
-$144K
|
-1,571
|
-12%
|
|
|
64
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$1.01M
|
+$367
|
+4
|
+0%
|
|
|
65
|
Creative Planning
Overland Park,
Kansas
|
$1M
|
+$611K
|
+6,655
|
+150%
|
|
|
66
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$988K
|
-$427K
|
-4,649
|
-30%
|
|
|
67
|
NewEdge Advisors
New Orleans,
Louisiana
|
$915K
|
+$1.93K
|
+21
|
+0.2%
|
|
|
68
|
Argent Trust Co
Nashville,
Tennessee
|
$910K
|
-$29.9K
|
-326
|
-3%
|
|
|
69
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$887K
|
-$25.9K
|
-282
|
-3%
|
|
|
70
|
|
$872K
|
+$166K
|
+1,809
|
+23%
|
|
|
71
|
WhitTier Trust Company
Reno,
Nevada
|
$869K
|
–
|
–
|
–
|
|
|
72
|
|
$860K
|
+$466K
|
+5,082
|
+115%
|
|
|
73
|
Old Mission Capital
Chicago,
Illinois
|
$826K
|
+$838K
|
+9,131
|
New
|
|
|
74
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$821K
|
+$251K
|
+2,737
|
+43%
|
|
|
75
|
AllSquare Wealth Management
Albany,
New York
|
$814K
|
-$68.5K
|
-746
|
-8%
|
|
