|
51
|
Strategic Financial Concepts
San Antonio,
Texas
|
$866K
|
+$850K
|
+35,825
|
New
|
|
|
52
|
Independent Financial Group
San Diego,
California
|
$773K
|
+$267K
|
+11,250
|
+54%
|
|
|
53
|
Sonoma Private Wealth
Sonoma,
California
|
$702K
|
-$250K
|
-10,524
|
-27%
|
|
|
54
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$688K
|
+$7.12K
|
+300
|
+1%
|
|
|
55
|
Focus Financial Network
Minneapolis,
Minnesota
|
$684K
|
+$672K
|
+28,302
|
New
|
|
|
56
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$623K
|
-$523K
|
-22,038
|
-46%
|
|
|
57
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$592K
|
+$370K
|
+15,571
|
+174%
|
|
|
58
|
Pinnacle Associates
New York
|
$546K
|
-$10.3M
|
-433,961
|
-95%
|
|
|
59
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$532K
|
-$83.1K
|
-3,500
|
-14%
|
|
|
60
|
Passive Capital Management
Baltimore,
Maryland
|
$521K
|
–
|
–
|
–
|
|
|
61
|
|
$506K
|
+$14.3K
|
+603
|
+3%
|
|
|
62
|
SVB Wealth
Boston,
Massachusetts
|
$438K
|
-$686K
|
-28,882
|
-61%
|
|
|
63
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$420K
|
-$5.05M
|
-212,855
|
-92%
|
|
|
64
|
Fiducient Advisors
Chicago,
Illinois
|
$409K
|
–
|
–
|
–
|
|
|
65
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$377K
|
-$4.68K
|
-197
|
-1%
|
|
|
66
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$371K
|
-$4.77K
|
-201
|
-1%
|
|
|
67
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$371K
|
+$51.9K
|
+2,188
|
+17%
|
|
|
68
|
Forza Wealth Management
Sarasota,
Florida
|
$338K
|
–
|
–
|
–
|
|
|
69
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$322K
|
–
|
–
|
–
|
|
|
70
|
Saxon Interests
Houston,
Texas
|
$317K
|
–
|
–
|
–
|
|
|
71
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$313K
|
+$16K
|
+676
|
+6%
|
|
|
72
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$308K
|
+$202K
|
+8,500
|
+200%
|
|
|
73
|
|
$292K
|
-$40.3K
|
-1,696
|
-12%
|
|
|
74
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$288K
|
+$1.71K
|
+72
|
+0.6%
|
|
|
75
|
Mariner
Overland Park,
Kansas
|
$285K
|
+$21.1K
|
+888
|
+8%
|
|
