|
26
|
Client 1st Advisory Group
Dunedin,
Florida
|
$260K
|
+$276K
|
+12,358
|
New
|
|
|
27
|
Rockbridge Investment Management
Syracuse,
New York
|
$252K
|
–
|
–
|
–
|
|
|
28
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$232K
|
+$246K
|
+11,042
|
New
|
|
|
29
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$224K
|
-$6.02K
|
-270
|
-2%
|
|
|
30
|
Van Strum & Towne
San Francisco,
California
|
$217K
|
-$18.1K
|
-810
|
-7%
|
|
|
31
|
Cetera Advisor Networks
El Segundo,
California
|
$208K
|
+$220K
|
+9,882
|
New
|
|
|
32
|
CoreCap Advisors
Southfield,
Michigan
|
$207K
|
+$2.9K
|
+130
|
+1%
|
|
|
33
|
Rockefeller Capital Management
New York
|
$178K
|
+$190K
|
+8,512
|
New
|
|
|
34
|
Harbour Investments
Madison,
Wisconsin
|
$169K
|
–
|
–
|
–
|
|
|
35
|
|
$162K
|
+$85.4K
|
+3,830
|
+98%
|
|
|
36
|
Bangor Savings Bank
Bangor,
Maine
|
$152K
|
-$3.21K
|
-144
|
-2%
|
|
|
37
|
Belpointe Asset Management
Reno,
Nevada
|
$129K
|
+$137K
|
+6,136
|
New
|
|
|
38
|
UBS Group
Zurich,
Switzerland
|
$126K
|
+$133K
|
+5,982
|
New
|
|
|
39
|
Osaic Holdings
Scottsdale,
Arizona
|
$124K
|
+$32.9K
|
+1,474
|
+33%
|
|
|
40
|
Realta Investment Advisors
Wilmington,
Delaware
|
$88K
|
+$93.7K
|
+4,200
|
New
|
|
|
41
|
Wells Fargo
San Francisco,
California
|
$62K
|
–
|
–
|
–
|
|
|
42
|
WR Wealth Planners
Columbia,
Missouri
|
$43.5K
|
-$7.27K
|
-326
|
-14%
|
|
|
43
|
Advisornet Financial
Minnetonka,
Minnesota
|
$41K
|
+$7.58K
|
+340
|
+21%
|
|
|
44
|
Stephens Consulting
Flint,
Michigan
|
$40.4K
|
+$42.9K
|
+1,922
|
New
|
|
|
45
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$34K
|
-$25.4K
|
-1,138
|
-41%
|
|
|
46
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$14K
|
+$15.2K
|
+680
|
New
|
|
|
47
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$13K
|
+$13.8K
|
+620
|
New
|
|
|
48
|
IFP Advisors
Tampa,
Florida
|
$13K
|
-$45
|
-2
|
-0.4%
|
|
|
49
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$13K
|
+$13.5K
|
+606
|
New
|
|
|
50
|
Strategic Asset Management
Rochester,
Minnesota
|
$11K
|
+$145K
|
+6,518
|
New
|
|
