|
51
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$275K
|
–
|
–
|
–
|
|
|
52
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$273K
|
–
|
–
|
–
|
|
|
53
|
Atria Wealth Solutions
New York
|
$269K
|
+$297K
|
+14,823
|
New
|
|
|
54
|
|
$260K
|
-$12.3K
|
-616
|
-4%
|
|
|
55
|
Raymond James Trust
St. Petersburg,
Florida
|
$252K
|
–
|
–
|
–
|
|
|
56
|
Advisors Asset Management
Monument,
Colorado
|
$203K
|
+$225K
|
+11,222
|
New
|
|
|
57
|
DF Dent & Co
Baltimore,
Maryland
|
$197K
|
+$5.31K
|
+265
|
+3%
|
|
|
58
|
|
$186K
|
+$206K
|
+10,291
|
New
|
|
|
59
|
Bison Wealth
Atlanta,
Georgia
|
$183K
|
–
|
–
|
–
|
|
|
60
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$83K
|
+$12.2K
|
+610
|
+15%
|
|
|
61
|
Rockefeller Capital Management
New York
|
$63K
|
–
|
–
|
–
|
|
|
62
|
Geneos Wealth Management
Englewood,
Colorado
|
$38K
|
-$28.3K
|
-1,415
|
-40%
|
|
|
63
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$36K
|
–
|
–
|
–
|
|
|
64
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$33K
|
+$601
|
+30
|
+2%
|
|
|
65
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$30K
|
+$581
|
+29
|
+2%
|
|
|
66
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$24K
|
+$26K
|
+1,300
|
New
|
|
|
67
|
Worth Asset Management
Dallas,
Texas
|
$23K
|
–
|
–
|
–
|
|
|
68
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$22K
|
+$24.4K
|
+1,220
|
New
|
|
|
69
|
Howe & Rusling
Rochester,
New York
|
$19K
|
–
|
–
|
–
|
|
|
70
|
Gradient Investments
Arden Hills,
Minnesota
|
$18K
|
–
|
–
|
–
|
|
|
71
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$18K
|
–
|
–
|
–
|
|
|
72
|
Level Financial Advisors
East Amherst,
New York
|
$18K
|
–
|
–
|
–
|
|
|
73
|
Rise Advisors
Rochester,
New York
|
$13K
|
+$240
|
+12
|
+2%
|
|
|
74
|
American Portfolios Advisors
Holbrook,
New York
|
$8.15K
|
–
|
–
|
–
|
|
|
75
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$5K
|
+$60
|
+3
|
+1%
|
|
