|
51
|
Private Ocean
San Rafael,
California
|
$829K
|
+$178K
|
+2,684
|
+27%
|
|
|
52
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$803K
|
–
|
–
|
–
|
|
|
53
|
SNS Financial Group
Minneapolis,
Minnesota
|
$767K
|
+$8.62K
|
+130
|
+1%
|
|
|
54
|
NWAM LLC
Mercer Island,
Washington
|
$747K
|
-$19.8K
|
-299
|
-3%
|
|
|
55
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$739K
|
-$74.8K
|
-1,128
|
-9%
|
|
|
56
|
Mariner
Overland Park,
Kansas
|
$704K
|
–
|
–
|
–
|
|
|
57
|
SteelPeak Wealth
Woodland Hills,
California
|
$672K
|
+$672K
|
+10,137
|
New
|
|
|
58
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$662K
|
-$54.7K
|
-825
|
-8%
|
|
|
59
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$661K
|
+$110K
|
+1,660
|
+20%
|
|
|
60
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$656K
|
+$656K
|
+9,899
|
New
|
|
|
61
|
United Capital Financial Advisors
Irving,
Texas
|
$656K
|
-$49.7K
|
-750
|
-7%
|
|
|
62
|
Private Advisor Group
Morristown,
New Jersey
|
$650K
|
+$225K
|
+3,387
|
+53%
|
|
|
63
|
Raymond James & Associates
St Petersburg,
Florida
|
$590K
|
+$14.1K
|
+212
|
+2%
|
|
|
64
|
Mather Group
Chicago,
Illinois
|
$555K
|
+$169K
|
+2,555
|
+44%
|
|
|
65
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$546K
|
+$2.25K
|
+34
|
+0.4%
|
|
|
66
|
One Capital Management
Westlake Village,
California
|
$538K
|
-$1.75M
|
-26,460
|
-77%
|
|
|
67
|
Beacon Financial Group
Dallas,
Texas
|
$524K
|
+$35.8K
|
+540
|
+7%
|
|
|
68
|
Atria Wealth Solutions
New York
|
$508K
|
+$508K
|
+7,660
|
New
|
|
|
69
|
Dentgroup
Baton Rouge,
Louisiana
|
$491K
|
+$12.3K
|
+186
|
+3%
|
|
|
70
|
IMS Capital Management
Portland,
Oregon
|
$491K
|
–
|
–
|
–
|
|
|
71
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$486K
|
-$639K
|
-9,635
|
-57%
|
|
|
72
|
AGF Management
Toronto,
Ontario, Canada
|
$464K
|
+$464K
|
+7,000
|
New
|
|
|
73
|
Wharton Business Group
Malvern,
Pennsylvania
|
$453K
|
+$56K
|
+845
|
+14%
|
|
|
74
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$418K
|
–
|
–
|
–
|
|
|
75
|
Farther Finance Advisors
San Francisco,
California
|
$409K
|
+$409K
|
+6,166
|
New
|
|
