|
51
|
SageView Advisory Group
Newport Beach,
California
|
$787K
|
+$179K
|
+3,540
|
+29%
|
|
|
52
|
Westside Investment Management
Santa Monica,
California
|
$742K
|
–
|
–
|
–
|
|
|
53
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$729K
|
+$737K
|
+14,540
|
New
|
|
|
54
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$721K
|
-$60.4K
|
-1,192
|
-8%
|
|
|
55
|
ERn Financial LLC
Middleton,
Wisconsin
|
$684K
|
+$9.99K
|
+197
|
+1%
|
|
|
56
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$636K
|
+$38.9K
|
+767
|
+6%
|
|
|
57
|
Regimen Wealth
Atlanta,
Georgia
|
$605K
|
+$47.6K
|
+938
|
+8%
|
|
|
58
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$593K
|
-$20.4K
|
-403
|
-3%
|
|
|
59
|
Synovus Financial
Columbus,
Georgia
|
$584K
|
+$8.21K
|
+162
|
+1%
|
|
|
60
|
Blue Rock Wealth Management
Winston-Salem,
North Carolina
|
$581K
|
+$588K
|
+11,595
|
New
|
|
|
61
|
Lodestone Wealth Management
Spokane,
Washington
|
$545K
|
-$11.6K
|
-229
|
-2%
|
|
|
62
|
Equitable Holdings
New York
|
$530K
|
+$128K
|
+2,531
|
+32%
|
|
|
63
|
Merit Financial Group
Alpharetta,
Georgia
|
$521K
|
+$132K
|
+2,613
|
+34%
|
|
|
64
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$417K
|
+$84.6K
|
+1,669
|
+25%
|
|
|
65
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$404K
|
–
|
–
|
–
|
|
|
66
|
Private Trust Company
Cleveland,
Ohio
|
$393K
|
-$2.13K
|
-42
|
-0.5%
|
|
|
67
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$371K
|
+$4.16K
|
+82
|
+1%
|
|
|
68
|
Two Sigma Securities
New York
|
$330K
|
+$333K
|
+6,577
|
New
|
|
|
69
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$303K
|
+$93.8K
|
+1,851
|
+44%
|
|
|
70
|
Stifel Financial
St. Louis,
Missouri
|
$272K
|
+$26K
|
+512
|
+10%
|
|
|
71
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$271K
|
-$5.98K
|
-118
|
-2%
|
|
|
72
|
Arrowroot Family Office
Marina Del Rey,
California
|
$257K
|
+$20.3K
|
+401
|
+8%
|
|
|
73
|
CGN Advisors
Manhattan,
Kansas
|
$251K
|
-$94.3K
|
-1,859
|
-27%
|
|
|
74
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$246K
|
-$3.7K
|
-73
|
-1%
|
|
|
75
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$246K
|
–
|
–
|
–
|
|
