|
51
|
Client 1st Advisory Group
Dunedin,
Florida
|
$613K
|
-$17.6K
|
-720
|
-3%
|
|
|
52
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$603K
|
+$1.4K
|
+57
|
+0.2%
|
|
|
53
|
Avantax Advisory Services
Dallas,
Texas
|
$597K
|
+$33.6K
|
+1,370
|
+6%
|
|
|
54
|
Atomi Financial Group
New York
|
$590K
|
-$8.45K
|
-345
|
-1%
|
|
|
55
|
Coordinated Financial Services
Denver,
Colorado
|
$568K
|
+$6.47K
|
+264
|
+1%
|
|
|
56
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$551K
|
+$6.17K
|
+252
|
+1%
|
|
|
57
|
Creative Planning
Overland Park,
Kansas
|
$506K
|
-$24.4K
|
-996
|
-5%
|
|
|
58
|
Level Financial Advisors
East Amherst,
New York
|
$490K
|
+$487K
|
+19,901
|
New
|
|
|
59
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$437K
|
+$45.6K
|
+1,860
|
+12%
|
|
|
60
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$435K
|
-$3.53K
|
-144
|
-0.8%
|
|
|
61
|
Farther Finance Advisors
San Francisco,
California
|
$425K
|
+$15.4K
|
+629
|
+4%
|
|
|
62
|
Christensen King & Associates Investment Services
Richland,
Washington
|
$423K
|
+$612
|
+25
|
+0.1%
|
|
|
63
|
Perigon Wealth Management
San Francisco,
California
|
$354K
|
+$1.62K
|
+66
|
+0.5%
|
|
|
64
|
Lodestone Wealth Management
Spokane,
Washington
|
$342K
|
–
|
–
|
–
|
|
|
65
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$338K
|
-$3.11K
|
-127
|
-0.9%
|
|
|
66
|
Focus Financial Network
Minneapolis,
Minnesota
|
$327K
|
+$1.94K
|
+79
|
+0.6%
|
|
|
67
|
Amara Financial
San Francisco,
California
|
$323K
|
-$8.16K
|
-333
|
-2%
|
|
|
68
|
TownSquare Capital
Provo,
Utah
|
$306K
|
+$304K
|
+12,422
|
New
|
|
|
69
|
Osaic Holdings
Scottsdale,
Arizona
|
$298K
|
-$270K
|
-11,044
|
-48%
|
|
|
70
|
FDx Advisors
Chicago,
Illinois
|
$291K
|
+$612
|
+25
|
+0.2%
|
|
|
71
|
Creative Financial Designs
Kokomo,
Indiana
|
$289K
|
+$1.71K
|
+70
|
+0.6%
|
|
|
72
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$276K
|
–
|
–
|
–
|
|
|
73
|
Worth Asset Management
Dallas,
Texas
|
$271K
|
–
|
–
|
–
|
|
|
74
|
Golden State Equity Partners
South Coast Metro,
California
|
$263K
|
+$34.3K
|
+1,400
|
+15%
|
|
|
75
|
Maridea Wealth Management
Brooklyn,
New York
|
$258K
|
+$257K
|
+10,482
|
New
|
|
