|
51
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$1.58M
|
-$1.11M
|
-42,925
|
-42%
|
|
|
52
|
Continuum Advisory
Eagle,
Idaho
|
$1.56M
|
+$45K
|
+1,741
|
+3%
|
|
|
53
|
Busey Bank
Urbana,
Illinois
|
$1.33M
|
-$175K
|
-6,777
|
-12%
|
|
|
54
|
Ameriprise
Minneapolis,
Minnesota
|
$1.33M
|
-$452K
|
-17,487
|
-26%
|
|
|
55
|
Wealthcare Capital Management
Richmond,
Virginia
|
$1.24M
|
–
|
–
|
–
|
|
|
56
|
City State Bank
Norwalk,
Iowa
|
$1.2M
|
+$20.6K
|
+796
|
+2%
|
|
|
57
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.15M
|
-$774K
|
-29,948
|
-41%
|
|
|
58
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.1M
|
-$7.21K
|
-279
|
-0.7%
|
|
|
59
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$1.04M
|
+$15.6K
|
+602
|
+2%
|
|
|
60
|
Insight Advisors
Newtown,
Pennsylvania
|
$1.02M
|
-$1.09M
|
-42,228
|
-52%
|
|
|
61
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.02M
|
-$16.5K
|
-637
|
-2%
|
|
|
62
|
Southland Equity Partners
Wildwood,
Missouri
|
$976K
|
-$44K
|
-1,704
|
-4%
|
|
|
63
|
Mariner
Overland Park,
Kansas
|
$971K
|
-$42.6K
|
-1,647
|
-4%
|
|
|
64
|
BIP Wealth
Atlanta,
Georgia
|
$950K
|
-$12.4K
|
-479
|
-1%
|
|
|
65
|
Level Four Advisory Services
Dallas,
Texas
|
$937K
|
-$12.6K
|
-489
|
-1%
|
|
|
66
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$914K
|
-$936K
|
-36,211
|
-51%
|
|
|
67
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$908K
|
+$147K
|
+5,684
|
+20%
|
|
|
68
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$890K
|
-$6.28K
|
-243
|
-0.7%
|
|
|
69
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$816K
|
-$849K
|
-32,856
|
-51%
|
|
|
70
|
Modera Wealth Management
Westwood,
New Jersey
|
$816K
|
+$2.87K
|
+111
|
+0.4%
|
|
|
71
|
Lido Advisors
Los Angeles,
California
|
$815K
|
–
|
–
|
–
|
|
|
72
|
Comerica Bank
Dallas,
Texas
|
$789K
|
+$2.79K
|
+108
|
+0.4%
|
|
|
73
|
Raymond James & Associates
St Petersburg,
Florida
|
$767K
|
-$172K
|
-6,658
|
-19%
|
|
|
74
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$761K
|
+$33.4K
|
+1,293
|
+5%
|
|
|
75
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$738K
|
-$220K
|
-8,512
|
-23%
|
|
