|
51
|
Occidental Asset Management
Burlingame,
California
|
$468K
|
+$210K
|
+7,115
|
+81%
|
|
|
52
|
Successful Portfolios
Clearwater,
Florida
|
$422K
|
-$50.1K
|
-1,700
|
-11%
|
|
|
53
|
First Allied Advisory Services
San Diego,
California
|
$394K
|
+$914
|
+31
|
+0.2%
|
|
|
54
|
Meridian Wealth Management
Lexington,
Kentucky
|
$383K
|
+$114K
|
+3,882
|
+43%
|
|
|
55
|
Roundview Capital
Princeton,
New Jersey
|
$366K
|
+$366K
|
+12,419
|
New
|
|
|
56
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$354K
|
+$354K
|
+12,010
|
New
|
|
|
57
|
Cerity Partners OCIO
New York
|
$316K
|
+$10.3K
|
+351
|
+3%
|
|
|
58
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$295K
|
+$66K
|
+2,237
|
+29%
|
|
|
59
|
Probity Advisors
Dallas,
Texas
|
$261K
|
+$261K
|
+8,862
|
New
|
|
|
60
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$238K
|
+$33.8K
|
+1,145
|
+17%
|
|
|
61
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$230K
|
-$62.9K
|
-2,135
|
-21%
|
|
|
62
|
BKS Advisors
Southfield,
Michigan
|
$222K
|
+$20.5K
|
+695
|
+10%
|
|
|
63
|
Ausdal Financial Partners
Davenport,
Iowa
|
$206K
|
+$206K
|
+6,997
|
New
|
|
|
64
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$204K
|
+$204K
|
+6,917
|
New
|
|
|
65
|
Belpointe Asset Management
Reno,
Nevada
|
$140K
|
+$141K
|
+4,769
|
New
|
|
|
66
|
Signet Financial Management
Parsippany,
New Jersey
|
$115K
|
-$64.3K
|
-2,180
|
-36%
|
|
|
67
|
William Blair & Company
Chicago,
Illinois
|
$88K
|
–
|
–
|
–
|
|
|
68
|
Avior Wealth Management
Omaha,
Nebraska
|
$71K
|
+$295
|
+10
|
+0.4%
|
|
|
69
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$63K
|
+$62.6K
|
+2,125
|
New
|
|
|
70
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$41K
|
+$206
|
+7
|
+0.5%
|
|
|
71
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$37K
|
+$37.5K
|
+1,273
|
New
|
|
|
72
|
LifePlan Financial Group
Dayton,
Ohio
|
$32K
|
+$7.72K
|
+262
|
+31%
|
|
|
73
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$30K
|
+$29.8K
|
+1,010
|
New
|
|
|
74
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$30K
|
+$30.1K
|
+1,020
|
New
|
|
|
75
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$29K
|
–
|
–
|
–
|
|
