|
51
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$1.83M
|
+$73.2K
|
+1,506
|
+5%
|
|
|
52
|
Revere Asset Management
Dallas,
Texas
|
$1.76M
|
+$1.45M
|
+29,856
|
New
|
|
|
53
|
Meridian Wealth Management
Lexington,
Kentucky
|
$1.75M
|
+$45.6K
|
+938
|
+3%
|
|
|
54
|
Donaldson Capital Management
Evansville,
Indiana
|
$1.65M
|
–
|
–
|
–
|
|
|
55
|
PMV Capital Advisers
Dallas,
Texas
|
$1.62M
|
+$668K
|
+13,752
|
+100%
|
|
|
56
|
Rollins Financial Advisors
New York City,
New York
|
$1.54M
|
-$30.2K
|
-622
|
-2%
|
|
|
57
|
UBS Group
Zurich,
Switzerland
|
$1.53M
|
-$5.65M
|
-116,382
|
-82%
|
|
|
58
|
Lido Advisors
Los Angeles,
California
|
$1.51M
|
+$583K
|
+12,002
|
+88%
|
|
|
59
|
GeoWealth Management
Chicago,
Illinois
|
$1.44M
|
-$225K
|
-4,628
|
-16%
|
|
|
60
|
|
$1.38M
|
+$1.14M
|
+23,372
|
+41,736%
|
|
|
61
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$1.36M
|
+$352K
|
+7,244
|
+46%
|
|
|
62
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.26M
|
-$263K
|
-5,420
|
-20%
|
|
|
63
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.26M
|
–
|
–
|
–
|
|
|
64
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$1.25M
|
-$25K
|
-514
|
-2%
|
|
|
65
|
Brown Brothers Harriman & Co
New York
|
$1.25M
|
-$58.3K
|
-1,200
|
-5%
|
|
|
66
|
Parsonex Advisory Services
Englewood,
Colorado
|
$1.24M
|
+$1.02M
|
+21,096
|
New
|
|
|
67
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.23M
|
+$90.3K
|
+1,858
|
+10%
|
|
|
68
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$1.21M
|
-$113K
|
-2,316
|
-10%
|
|
|
69
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.21M
|
–
|
–
|
–
|
|
|
70
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$1.18M
|
–
|
–
|
–
|
|
|
71
|
AlpenGlobal Capital
Tahoe City,
California
|
$1.14M
|
+$110K
|
+2,272
|
+13%
|
|
|
72
|
WesBanco Bank
Wheeling,
West Virginia
|
$1.13M
|
–
|
–
|
–
|
|
|
73
|
Farther Finance Advisors
San Francisco,
California
|
$1.13M
|
+$440K
|
+9,056
|
+90%
|
|
|
74
|
Mercer Global Advisors
Denver,
Colorado
|
$1.12M
|
+$97
|
+2
|
+0%
|
|
|
75
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.1M
|
-$69.3K
|
-1,426
|
-7%
|
|
