|
51
|
WealthSource Partners
San Luis Obispo,
California
|
$788K
|
+$194K
|
+8,344
|
+33%
|
|
|
52
|
Citadel Advisors
Miami,
Florida
|
$598K
|
+$595K
|
+25,626
|
New
|
|
|
53
|
Legacy Private Trust
Neenah,
Wisconsin
|
$597K
|
-$45.5K
|
-1,960
|
-7%
|
|
|
54
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$597K
|
+$511
|
+22
|
+0.1%
|
|
|
55
|
CIBC World Market
Toronto,
Ontario, Canada
|
$537K
|
-$17.9K
|
-771
|
-3%
|
|
|
56
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$517K
|
+$2.09K
|
+90
|
+0.4%
|
|
|
57
|
Signet Financial Management
Parsippany,
New Jersey
|
$501K
|
+$498K
|
+21,472
|
New
|
|
|
58
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$486K
|
+$1.02K
|
+44
|
+0.2%
|
|
|
59
|
Creative Planning
Overland Park,
Kansas
|
$480K
|
+$112K
|
+4,819
|
+31%
|
|
|
60
|
IFG Advisory
Atlanta,
Georgia
|
$468K
|
–
|
–
|
–
|
|
|
61
|
Old Mission Capital
Chicago,
Illinois
|
$380K
|
-$28.4K
|
-1,222
|
-7%
|
|
|
62
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$364K
|
+$8.82K
|
+380
|
+3%
|
|
|
63
|
Mariner
Overland Park,
Kansas
|
$363K
|
+$120K
|
+5,169
|
+50%
|
|
|
64
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$361K
|
+$16.2K
|
+698
|
+5%
|
|
|
65
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$352K
|
–
|
–
|
–
|
|
|
66
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$350K
|
-$8.2K
|
-353
|
-2%
|
|
|
67
|
Flow Traders U.S.
New York
|
$325K
|
+$323K
|
+13,906
|
New
|
|
|
68
|
Altium Wealth Management
Purchase,
New York
|
$305K
|
–
|
–
|
–
|
|
|
69
|
Wade Financial Advisory
Campbell,
California
|
$292K
|
–
|
–
|
–
|
|
|
70
|
Summit Financial
Parsippany,
New Jersey
|
$288K
|
+$287K
|
+12,352
|
New
|
|
|
71
|
Aries Wealth Management
Portland,
Maine
|
$279K
|
+$277K
|
+11,938
|
New
|
|
|
72
|
Brighton Jones LLC
Seattle,
Washington
|
$263K
|
+$262K
|
+11,279
|
New
|
|
|
73
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$251K
|
+$159K
|
+6,863
|
+181%
|
|
|
74
|
Welch Group
Birmingham,
Alabama
|
$236K
|
+$13.9K
|
+600
|
+6%
|
|
|
75
|
Abbrea Capital
Greenbrae,
California
|
$210K
|
–
|
–
|
–
|
|
