|
51
|
Schnieders Capital Management
Pasadena,
California
|
$644K
|
+$254K
|
+11,980
|
+86%
|
|
|
52
|
WESPAC Advisors SoCal
Pasadena,
California
|
$641K
|
–
|
–
|
–
|
|
|
53
|
Summit Financial Group
Moorefield,
West Virginia
|
$630K
|
–
|
–
|
–
|
|
|
54
|
Castleview Partners
Dallas,
Texas
|
$624K
|
-$56.3K
|
-2,656
|
-10%
|
|
|
55
|
Aire Advisors
Beverly Hills,
California
|
$597K
|
–
|
–
|
–
|
|
|
56
|
Institute for Wealth Management
Denver,
Colorado
|
$588K
|
-$2.66M
|
-125,556
|
-84%
|
|
|
57
|
|
$570K
|
+$487K
|
+22,978
|
New
|
|
|
58
|
Adell Harriman & Carpenter
Houston,
Texas
|
$565K
|
-$80.6K
|
-3,800
|
-14%
|
|
|
59
|
Creative Planning
Overland Park,
Kansas
|
$559K
|
-$148K
|
-6,982
|
-24%
|
|
|
60
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$529K
|
–
|
–
|
–
|
|
|
61
|
Meridian Wealth Management
Lexington,
Kentucky
|
$514K
|
+$53.2K
|
+2,510
|
+14%
|
|
|
62
|
WesBanco Bank
Wheeling,
West Virginia
|
$476K
|
–
|
–
|
–
|
|
|
63
|
UBS Group
Zurich,
Switzerland
|
$400K
|
-$418K
|
-19,720
|
-55%
|
|
|
64
|
Headlands Technologies
Chicago,
Illinois
|
$369K
|
+$246K
|
+11,590
|
+351%
|
|
|
65
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$352K
|
–
|
–
|
–
|
|
|
66
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$347K
|
+$297K
|
+14,000
|
New
|
|
|
67
|
Vontobel Holding
Zurich,
Switzerland
|
$324K
|
+$30.7K
|
+1,448
|
+12%
|
|
|
68
|
Global Financial Private Client
Sarasota,
Florida
|
$317K
|
–
|
–
|
–
|
|
|
69
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$305K
|
+$261K
|
+12,294
|
New
|
|
|
70
|
SG Americas Securities
New York
|
$273K
|
-$212
|
-10
|
-0.1%
|
|
|
71
|
Lido Advisors
Los Angeles,
California
|
$267K
|
+$229K
|
+10,786
|
New
|
|
|
72
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$252K
|
+$217K
|
+10,224
|
New
|
|
|
73
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$252K
|
+$216K
|
+10,160
|
New
|
|
|
74
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$238K
|
-$49.2K
|
-2,320
|
-19%
|
|
|
75
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$237K
|
+$203K
|
+9,578
|
New
|
|
