|
51
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$428K
|
-$87.9K
|
-5,200
|
-12%
|
|
|
52
|
|
$392K
|
-$4.29M
|
-254,112
|
-88%
|
|
|
53
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$391K
|
+$594K
|
+35,160
|
New
|
|
|
54
|
Meridian Wealth Management
Lexington,
Kentucky
|
$381K
|
+$190K
|
+11,216
|
+49%
|
|
|
55
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$370K
|
-$227K
|
-13,456
|
-29%
|
|
|
56
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$362K
|
–
|
–
|
–
|
|
|
57
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$360K
|
-$2.48M
|
-146,552
|
-82%
|
|
|
58
|
World Investment Advisors
Santa Barbara,
California
|
$355K
|
+$538K
|
+31,848
|
New
|
|
|
59
|
Ausdal Financial Partners
Davenport,
Iowa
|
$337K
|
+$184K
|
+10,896
|
+74%
|
|
|
60
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$321K
|
+$488K
|
+28,864
|
New
|
|
|
61
|
Soltis Investment Advisors
St. George,
Utah
|
$297K
|
+$452K
|
+26,720
|
New
|
|
|
62
|
Koshinski Asset Management
Decatur,
Illinois
|
$292K
|
-$36.1K
|
-2,136
|
-8%
|
|
|
63
|
BTR Capital Management
Oakland,
California
|
$291K
|
+$443K
|
+26,200
|
New
|
|
|
64
|
Gables Capital Management
Miami,
Florida
|
$280K
|
+$54.1K
|
+3,200
|
+15%
|
|
|
65
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$274K
|
+$73.7K
|
+4,360
|
+21%
|
|
|
66
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$270K
|
+$189K
|
+11,192
|
+85%
|
|
|
67
|
Donaldson Capital Management
Evansville,
Indiana
|
$267K
|
–
|
–
|
–
|
|
|
68
|
Evolution Wealth Advisors
Aventura,
Florida
|
$257K
|
+$390K
|
+23,064
|
New
|
|
|
69
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$254K
|
+$257K
|
+15,208
|
+198%
|
|
|
70
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$254K
|
+$386K
|
+22,864
|
New
|
|
|
71
|
Baker Avenue Asset Management
San Francisco,
California
|
$253K
|
+$385K
|
+22,768
|
New
|
|
|
72
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$251K
|
–
|
–
|
–
|
|
|
73
|
TownSquare Capital
Provo,
Utah
|
$239K
|
+$306K
|
+18,112
|
New
|
|
|
74
|
UBS Group
Zurich,
Switzerland
|
$231K
|
+$138K
|
+8,176
|
+65%
|
|
|
75
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$219K
|
-$313K
|
-18,512
|
-48%
|
|
