|
51
|
Creative Planning
Overland Park,
Kansas
|
$745K
|
-$128K
|
-3,656
|
-15%
|
|
|
52
|
WesBanco Bank
Wheeling,
West Virginia
|
$690K
|
–
|
–
|
–
|
|
|
53
|
Private Asset Management
San Diego,
California
|
$590K
|
–
|
–
|
–
|
|
|
54
|
Koshinski Asset Management
Decatur,
Illinois
|
$586K
|
+$573K
|
+16,292
|
New
|
|
|
55
|
|
$582K
|
-$690K
|
-19,644
|
-55%
|
|
|
56
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$582K
|
–
|
–
|
–
|
|
|
57
|
Meridian Wealth Management
Lexington,
Kentucky
|
$570K
|
+$28.7K
|
+816
|
+5%
|
|
|
58
|
American Portfolios Advisors
Holbrook,
New York
|
$568K
|
-$7.03K
|
-200
|
-1%
|
|
|
59
|
IFP Advisors
Tampa,
Florida
|
$492K
|
+$391K
|
+11,120
|
New
|
|
|
60
|
Lido Advisors
Los Angeles,
California
|
$475K
|
+$465K
|
+13,220
|
New
|
|
|
61
|
Global Financial Private Client
Sarasota,
Florida
|
$462K
|
-$35.1K
|
-1,000
|
-7%
|
|
|
62
|
Triton Wealth Management
Sun City,
Arizona
|
$458K
|
–
|
–
|
–
|
|
|
63
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$453K
|
+$77.3K
|
+2,200
|
+21%
|
|
|
64
|
Aire Advisors
Beverly Hills,
California
|
$432K
|
+$422K
|
+12,000
|
New
|
|
|
65
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$379K
|
+$2.25K
|
+64
|
+0.6%
|
|
|
66
|
Virtue Capital Management
Brentwood,
Tennessee
|
$375K
|
-$232K
|
-6,606
|
-39%
|
|
|
67
|
Personal Capital Advisors
Redwood City,
California
|
$368K
|
-$75.1K
|
-2,136
|
-17%
|
|
|
68
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$365K
|
–
|
–
|
–
|
|
|
69
|
SG Americas Securities
New York
|
$360K
|
-$70.3K
|
-2,000
|
-17%
|
|
|
70
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$354K
|
+$346K
|
+9,840
|
New
|
|
|
71
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$349K
|
+$341K
|
+9,712
|
New
|
|
|
72
|
NWAM LLC
Mercer Island,
Washington
|
$345K
|
+$4.57K
|
+130
|
+1%
|
|
|
73
|
Horizon Wealth Management
La Grange,
Illinois
|
$317K
|
–
|
–
|
–
|
|
|
74
|
MGO One Seven
Beachwood,
Ohio
|
$310K
|
+$101K
|
+2,864
|
+50%
|
|
|
75
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$306K
|
+$773
|
+22
|
+0.3%
|
|
