|
51
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$338K
|
–
|
–
|
–
|
|
|
52
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$338K
|
–
|
–
|
–
|
|
|
53
|
Cresset Asset Management
Chicago,
Illinois
|
$321K
|
–
|
–
|
–
|
|
|
54
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$301K
|
–
|
–
|
–
|
|
|
55
|
Advisory Services Network
Atlanta,
Georgia
|
$295K
|
–
|
–
|
–
|
|
|
56
|
Arete Wealth Advisors
Chicago,
Illinois
|
$292K
|
-$84.7K
|
-2,377
|
-22%
|
|
|
57
|
Sterling Financial Planning
Sparta,
New Jersey
|
$281K
|
-$9.05K
|
-254
|
-3%
|
|
|
58
|
Avantax Advisory Services
Dallas,
Texas
|
$279K
|
–
|
–
|
–
|
|
|
59
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$271K
|
–
|
–
|
–
|
|
|
60
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
$270K
|
–
|
–
|
–
|
|
|
61
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$267K
|
-$116K
|
-3,250
|
-30%
|
|
|
62
|
Mather Group
Chicago,
Illinois
|
$264K
|
–
|
–
|
–
|
|
|
63
|
Trek Financial
Scottsdale,
Arizona
|
$254K
|
-$985K
|
-27,659
|
-79%
|
|
|
64
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$248K
|
-$151K
|
-4,248
|
-37%
|
|
|
65
|
Talon Private Wealth
The Villages,
Florida
|
$245K
|
-$9.5M
|
-266,707
|
-97%
|
|
|
66
|
4J Wealth Management
Alexandria,
Virginia
|
$237K
|
–
|
–
|
–
|
|
|
67
|
Atria Wealth Solutions
New York
|
$236K
|
–
|
–
|
–
|
|
|
68
|
|
$218K
|
+$225K
|
+6,323
|
New
|
|
|
69
|
Citadel Advisors
Miami,
Florida
|
$216K
|
+$223K
|
+6,247
|
New
|
|
|
70
|
IMG Wealth Management
Jacksonville,
Florida
|
$211K
|
-$570
|
-16
|
-0.3%
|
|
|
71
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$208K
|
–
|
–
|
–
|
|
|
72
|
|
$199K
|
–
|
–
|
–
|
|
|
73
|
Wood Tarver Financial Group
Boise,
Idaho
|
$187K
|
–
|
–
|
–
|
|
|
74
|
UBS Group
Zurich,
Switzerland
|
$170K
|
+$174K
|
+4,882
|
+12,205%
|
|
|
75
|
AE Wealth Management
Topeka,
Kansas
|
$128K
|
+$26.9K
|
+756
|
+26%
|
|
