|
51
|
Catalyst Private Wealth
San Mateo,
California
|
$399K
|
–
|
–
|
–
|
|
|
52
|
Destination Wealth Management
Walnut Creek,
California
|
$375K
|
+$375K
|
+9,389
|
New
|
|
|
53
|
American Portfolios Advisors
Holbrook,
New York
|
$315K
|
-$38.6K
|
-966
|
-11%
|
|
|
54
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$300K
|
–
|
–
|
–
|
|
|
55
|
Winch Advisory Services
Appleton,
Wisconsin
|
$294K
|
+$1.32K
|
+33
|
+0.5%
|
|
|
56
|
Western Wealth Management
Golden,
Colorado
|
$292K
|
-$11.1K
|
-278
|
-4%
|
|
|
57
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$268K
|
–
|
–
|
–
|
|
|
58
|
Financial Advocates Investment Management
Olympia,
Washington
|
$267K
|
–
|
–
|
–
|
|
|
59
|
Trilogy Capital
Irvine,
California
|
$262K
|
+$18.8K
|
+470
|
+8%
|
|
|
60
|
Epic Trust Investment Advisors
Richland,
Washington
|
$260K
|
-$6.15K
|
-154
|
-2%
|
|
|
61
|
Aveo Capital Partners
Englewood,
Colorado
|
$251K
|
-$539K
|
-13,493
|
-68%
|
|
|
62
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$239K
|
–
|
–
|
–
|
|
|
63
|
Worth Asset Management
Dallas,
Texas
|
$237K
|
-$69.7K
|
-1,746
|
-23%
|
|
|
64
|
Advisor Resource Council
Dallas,
Texas
|
$235K
|
-$5.46M
|
-136,824
|
-96%
|
|
|
65
|
Opal Wealth Advisors
Jericho,
New York
|
$228K
|
+$228K
|
+5,708
|
New
|
|
|
66
|
AE Wealth Management
Topeka,
Kansas
|
$223K
|
+$223K
|
+5,586
|
New
|
|
|
67
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$209K
|
–
|
–
|
–
|
|
|
68
|
Old Mission Capital
Chicago,
Illinois
|
$207K
|
-$561K
|
-14,059
|
-73%
|
|
|
69
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$206K
|
–
|
–
|
–
|
|
|
70
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$205K
|
–
|
–
|
–
|
|
|
71
|
Angeles Wealth Management
Santa Monica,
California
|
$200K
|
+$200K
|
+5,000
|
New
|
|
|
72
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$90K
|
–
|
–
|
–
|
|
|
73
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$48K
|
+$48.6K
|
+1,217
|
New
|
|
|
74
|
Private Trust Company
Cleveland,
Ohio
|
$43K
|
-$29.3K
|
-733
|
-40%
|
|
|
75
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$35K
|
+$160
|
+4
|
+0.5%
|
|
