|
51
|
Legacy Private Trust
Neenah,
Wisconsin
|
$620K
|
+$10.7K
|
+479
|
+2%
|
|
|
52
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$575K
|
-$94.5K
|
-4,213
|
-14%
|
|
|
53
|
WealthSource Partners
San Luis Obispo,
California
|
$572K
|
+$570K
|
+25,403
|
New
|
|
|
54
|
CIBC World Market
Toronto,
Ontario, Canada
|
$536K
|
-$3.73K
|
-166
|
-0.7%
|
|
|
55
|
Relative Value Partners Group
|
$522K
|
+$276K
|
+12,314
|
+113%
|
|
|
56
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$522K
|
+$563K
|
+25,078
|
New
|
|
|
57
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$496K
|
+$13.2K
|
+587
|
+3%
|
|
|
58
|
Keebeck Wealth Management
Chicago,
Illinois
|
$477K
|
–
|
–
|
–
|
|
|
59
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$467K
|
–
|
–
|
–
|
|
|
60
|
IFG Advisory
Atlanta,
Georgia
|
$451K
|
+$24K
|
+1,070
|
+6%
|
|
|
61
|
Old Mission Capital
Chicago,
Illinois
|
$394K
|
-$14.3K
|
-637
|
-4%
|
|
|
62
|
Creative Planning
Overland Park,
Kansas
|
$354K
|
-$13.4K
|
-598
|
-4%
|
|
|
63
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$346K
|
-$97.4K
|
-4,341
|
-22%
|
|
|
64
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$342K
|
+$4.76K
|
+212
|
+1%
|
|
|
65
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$340K
|
+$6.75K
|
+301
|
+2%
|
|
|
66
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$338K
|
+$1.32K
|
+59
|
+0.4%
|
|
|
67
|
Altium Wealth Management
Purchase,
New York
|
$294K
|
+$293K
|
+13,061
|
New
|
|
|
68
|
Wade Financial Advisory
Campbell,
California
|
$282K
|
–
|
–
|
–
|
|
|
69
|
Mariner
Overland Park,
Kansas
|
$233K
|
+$232K
|
+10,359
|
New
|
|
|
70
|
Welch Group
Birmingham,
Alabama
|
$214K
|
–
|
–
|
–
|
|
|
71
|
Abbrea Capital
Greenbrae,
California
|
$202K
|
+$202K
|
+8,991
|
New
|
|
|
72
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$200K
|
-$27.5K
|
-1,225
|
-12%
|
|
|
73
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$198K
|
+$197K
|
+8,789
|
New
|
|
|
74
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$158K
|
+$18.3K
|
+814
|
+13%
|
|
|
75
|
Gradient Investments
Arden Hills,
Minnesota
|
$149K
|
–
|
–
|
–
|
|
