|
51
|
Bank of Stockton
Stockton,
California
|
$325K
|
+$322K
|
+6,000
|
New
|
|
|
52
|
Evanson Asset Management
Carmel,
California
|
$305K
|
+$269
|
+5
|
+0.1%
|
|
|
53
|
Strategic Blueprint
Atlanta,
Georgia
|
$296K
|
+$293K
|
+5,457
|
New
|
|
|
54
|
Old National Bancorp
Evansville,
Indiana
|
$287K
|
–
|
–
|
–
|
|
|
55
|
Kestra Advisory Services
Austin,
Texas
|
$279K
|
+$277K
|
+5,161
|
New
|
|
|
56
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$275K
|
-$30K
|
-558
|
-10%
|
|
|
57
|
Columbus Macro
New Castle,
Pennsylvania
|
$261K
|
–
|
–
|
–
|
|
|
58
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$261K
|
+$258K
|
+4,811
|
New
|
|
|
59
|
Excalibur Management
Waltham,
Massachusetts
|
$258K
|
–
|
–
|
–
|
|
|
60
|
JD Financial Services
Carlisle,
Pennsylvania
|
$245K
|
+$243K
|
+4,523
|
New
|
|
|
61
|
Beam Wealth Advisors
Covington,
Louisiana
|
$244K
|
-$4.78K
|
-89
|
-2%
|
|
|
62
|
McCollum Christoferson Group
Amherst,
New York
|
$234K
|
-$6.99K
|
-130
|
-3%
|
|
|
63
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$226K
|
-$10.7K
|
-200
|
-5%
|
|
|
64
|
Morningstar Investment Services
Chicago,
Illinois
|
$217K
|
–
|
–
|
–
|
|
|
65
|
Boston Family Office
Boston,
Massachusetts
|
$212K
|
+$210K
|
+3,915
|
New
|
|
|
66
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$201K
|
-$5.43K
|
-101
|
-3%
|
|
|
67
|
PrairieView Partners
St. Paul,
Minnesota
|
$182K
|
–
|
–
|
–
|
|
|
68
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$143K
|
–
|
–
|
–
|
|
|
69
|
Disciplined Investments
Tulsa,
Oklahoma
|
$135K
|
–
|
–
|
–
|
|
|
70
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$105K
|
–
|
–
|
–
|
|
|
71
|
Financial Enhancement Group
Anderson,
Indiana
|
$101K
|
–
|
–
|
–
|
|
|
72
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$100K
|
+$82.6K
|
+1,537
|
+512%
|
|
|
73
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$95K
|
-$16K
|
-297
|
-14%
|
|
|
74
|
New Capital Management
Houston,
Texas
|
$89K
|
+$806
|
+15
|
+0.9%
|
|
|
75
|
US Bancorp
Minneapolis,
Minnesota
|
$85K
|
+$9.56K
|
+178
|
+13%
|
|
