|
51
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$525K
|
–
|
–
|
–
|
|
|
52
|
Raymond James & Associates
St Petersburg,
Florida
|
$447K
|
+$51
|
+1
|
+0%
|
|
|
53
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$438K
|
+$10.3K
|
+200
|
+2%
|
|
|
54
|
Certuity
North Palm Beach,
Florida
|
$411K
|
-$1.08K
|
-21
|
-0.3%
|
|
|
55
|
Paradigm Financial Advisors
Des Peres,
Missouri
|
$394K
|
–
|
–
|
–
|
|
|
56
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$383K
|
+$41.5K
|
+807
|
+12%
|
|
|
57
|
Global Retirement Partners
San Rafael,
California
|
$362K
|
+$360
|
+7
|
+0.1%
|
|
|
58
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$350K
|
–
|
–
|
–
|
|
|
59
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$313K
|
–
|
–
|
–
|
|
|
60
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$297K
|
-$31.5K
|
-612
|
-10%
|
|
|
61
|
Belpointe Asset Management
Reno,
Nevada
|
$277K
|
-$19.4K
|
-377
|
-7%
|
|
|
62
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$251K
|
–
|
–
|
–
|
|
|
63
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$241K
|
+$242K
|
+4,702
|
New
|
|
|
64
|
Stifel Financial
St. Louis,
Missouri
|
$225K
|
–
|
–
|
–
|
|
|
65
|
Darwin Wealth Management
Tampa,
Florida
|
$220K
|
+$221K
|
+4,297
|
New
|
|
|
66
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$209K
|
–
|
–
|
–
|
|
|
67
|
Wambolt & Associates
Littleton,
Colorado
|
$204K
|
–
|
–
|
–
|
|
|
68
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$178K
|
-$165K
|
-3,214
|
-48%
|
|
|
69
|
Next Financial Group
Houston,
Texas
|
$177K
|
+$9.57K
|
+186
|
+6%
|
|
|
70
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$151K
|
–
|
–
|
–
|
|
|
71
|
Clearview Wealth Advisors
Salem,
Oregon
|
$104K
|
+$28.3K
|
+550
|
+37%
|
|
|
72
|
Harbour Investments
Madison,
Wisconsin
|
$74K
|
-$58.6K
|
-1,138
|
-44%
|
|
|
73
|
SVB Wealth
Boston,
Massachusetts
|
$40K
|
–
|
–
|
–
|
|
|
74
|
American Portfolios Advisors
Holbrook,
New York
|
$38.8K
|
–
|
–
|
–
|
|
|
75
|
US Bancorp
Minneapolis,
Minnesota
|
$30K
|
+$30.1K
|
+585
|
New
|
|
