|
51
|
Axxcess Wealth Management
Carlsbad,
California
|
$223K
|
–
|
–
|
–
|
|
|
52
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$220K
|
–
|
–
|
–
|
|
|
53
|
WESPAC Advisors SoCal
Pasadena,
California
|
$216K
|
-$488K
|
-10,370
|
-66%
|
|
|
54
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$214K
|
-$52.5K
|
-1,116
|
-18%
|
|
|
55
|
KWMG LLC
Overland Park,
Kansas
|
$208K
|
+$329
|
+7
|
+0.1%
|
|
|
56
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$202K
|
-$70.4K
|
-1,495
|
-23%
|
|
|
57
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$202K
|
+$18.8K
|
+400
|
+9%
|
|
|
58
|
Spire Wealth Management
Mclean,
Virginia
|
$186K
|
+$104K
|
+2,202
|
+95%
|
|
|
59
|
Headlands Technologies
Chicago,
Illinois
|
$154K
|
+$176K
|
+3,730
|
New
|
|
|
60
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$101K
|
+$83.1K
|
+1,765
|
+252%
|
|
|
61
|
|
$101K
|
–
|
–
|
–
|
|
|
62
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$83K
|
–
|
–
|
–
|
|
|
63
|
Hoey Investments
Coatesville,
Pennsylvania
|
$82.3K
|
-$47.1K
|
-1,000
|
-33%
|
|
|
64
|
Provident Wealth Management
Brentwood,
Tennessee
|
$82.3K
|
–
|
–
|
–
|
|
|
65
|
Glassman Wealth Services
Vienna,
Virginia
|
$57.9K
|
+$66.2K
|
+1,407
|
New
|
|
|
66
|
UBS Group
Zurich,
Switzerland
|
$51.6K
|
-$1.09M
|
-23,202
|
-95%
|
|
|
67
|
Hantz Financial Services
Southfield,
Michigan
|
$50K
|
+$47
|
+1
|
+0.1%
|
|
|
68
|
SignatureFD
Atlanta,
Georgia
|
$42.8K
|
–
|
–
|
–
|
|
|
69
|
NewEdge Advisors
New Orleans,
Louisiana
|
$40.5K
|
–
|
–
|
–
|
|
|
70
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$36K
|
+$471K
|
+10,000
|
New
|
|
|
71
|
Rise Advisors
Rochester,
New York
|
$21K
|
+$47
|
+1
|
+0.2%
|
|
|
72
|
Cardiff Park Advisors
Carlsbad,
California
|
$20.6K
|
-$3.58K
|
-76
|
-13%
|
|
|
73
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$20K
|
+$23.5K
|
+500
|
New
|
|
|
74
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$18.5K
|
–
|
–
|
–
|
|
|
75
|
Blue Trust Inc
Alpharetta,
Georgia
|
$15K
|
–
|
–
|
–
|
|
