|
51
|
Creative Planning
Overland Park,
Kansas
|
$609K
|
+$54.2K
|
+958
|
+9%
|
|
|
52
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$603K
|
-$393K
|
-6,945
|
-37%
|
|
|
53
|
Private Advisor Group
Morristown,
New Jersey
|
$593K
|
-$56.3K
|
-996
|
-8%
|
|
|
54
|
Perigon Wealth Management
San Francisco,
California
|
$575K
|
+$12K
|
+212
|
+2%
|
|
|
55
|
Dowling & Yahnke
San Diego,
California
|
$570K
|
+$624K
|
+11,040
|
New
|
|
|
56
|
Southern Wealth Management
Dallas,
Texas
|
$565K
|
+$102K
|
+1,810
|
+20%
|
|
|
57
|
Avantax Advisory Services
Dallas,
Texas
|
$501K
|
-$159K
|
-2,819
|
-22%
|
|
|
58
|
Bremer Bank National Association
St Paul,
Minnesota
|
$468K
|
+$513K
|
+9,067
|
New
|
|
|
59
|
Raymond James & Associates
St Petersburg,
Florida
|
$465K
|
+$30.9K
|
+547
|
+6%
|
|
|
60
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$455K
|
+$489K
|
+8,641
|
New
|
|
|
61
|
Strong Tower Advisory Services
Minneapolis,
Minnesota
|
$438K
|
+$39.5K
|
+699
|
+9%
|
|
|
62
|
|
$427K
|
+$468K
|
+8,281
|
New
|
|
|
63
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$420K
|
-$1.36M
|
-23,973
|
-75%
|
|
|
64
|
Treynor Bancshares
Treynor,
Iowa
|
$396K
|
+$37.5K
|
+663
|
+9%
|
|
|
65
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$368K
|
+$62.9K
|
+1,112
|
+18%
|
|
|
66
|
Spearhead Capital Advisors
Wellington,
Florida
|
$354K
|
–
|
–
|
–
|
|
|
67
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$342K
|
+$375K
|
+6,624
|
New
|
|
|
68
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$328K
|
–
|
–
|
–
|
|
|
69
|
JB Capital
Wethersfield,
Connecticut
|
$301K
|
-$198K
|
-3,500
|
-37%
|
|
|
70
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$295K
|
-$735
|
-13
|
-0.2%
|
|
|
71
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$290K
|
-$48K
|
-849
|
-13%
|
|
|
72
|
Atria Wealth Solutions
New York
|
$286K
|
+$86.6K
|
+1,532
|
+38%
|
|
|
73
|
|
$281K
|
+$26.1K
|
+461
|
+9%
|
|
|
74
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$276K
|
+$57
|
+1
|
+0%
|
|
|
75
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$269K
|
+$294K
|
+5,206
|
+260,300%
|
|
