|
51
|
Wealthquest
Cincinnati,
Ohio
|
$363K
|
–
|
–
|
–
|
|
|
52
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$362K
|
+$360K
|
+11,705
|
New
|
|
|
53
|
AE Wealth Management
Topeka,
Kansas
|
$340K
|
+$339K
|
+11,001
|
New
|
|
|
54
|
Citadel Advisors
Miami,
Florida
|
$329K
|
+$328K
|
+10,647
|
New
|
|
|
55
|
Frontier Wealth Management
Kansas City,
Missouri
|
$326K
|
+$328K
|
+10,650
|
New
|
|
|
56
|
XML Financial
Bethesda,
Maryland
|
$312K
|
–
|
–
|
–
|
|
|
57
|
ACG Wealth
Atlanta,
Georgia
|
$309K
|
+$308K
|
+10,000
|
New
|
|
|
58
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$297K
|
+$295K
|
+9,590
|
New
|
|
|
59
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$293K
|
-$15.6K
|
-506
|
-5%
|
|
|
60
|
Koshinski Asset Management
Decatur,
Illinois
|
$292K
|
+$155K
|
+5,050
|
+115%
|
|
|
61
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$292K
|
+$291K
|
+9,443
|
New
|
|
|
62
|
WorthPointe
La Jolla,
California
|
$251K
|
+$250K
|
+8,113
|
New
|
|
|
63
|
CCG Wealth Management
San Diego,
California
|
$235K
|
–
|
–
|
–
|
|
|
64
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$203K
|
–
|
–
|
–
|
|
|
65
|
Arax Advisory Partners
Denver,
Colorado
|
$138K
|
-$39.8K
|
-1,292
|
-22%
|
|
|
66
|
Baystate Wealth Management
Boston,
Massachusetts
|
$110K
|
–
|
–
|
–
|
|
|
67
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$93K
|
+$92.3K
|
+3,000
|
New
|
|
|
68
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$92K
|
+$91.8K
|
+2,982
|
New
|
|
|
69
|
|
$85K
|
-$14.6K
|
-475
|
-15%
|
|
|
70
|
John W. Brooker & Co
Oakland,
California
|
$22K
|
+$21.5K
|
+700
|
New
|
|
|
71
|
UBS Group
Zurich,
Switzerland
|
$7K
|
+$6.53K
|
+212
|
New
|
|
|
72
|
Castleview Partners
Dallas,
Texas
|
$7K
|
+$7.39K
|
+240
|
New
|
|
|
73
|
Snowden Capital Advisors
New York
|
–
|
-$104K
|
-3,300
|
Closed
|
|
|
74
|
Concord Wealth Partners
Abingdon,
Virginia
|
–
|
-$10K
|
-314
|
Closed
|
|
