|
51
|
LRI Investments
Palm Beach Gardens,
Florida
|
$454K
|
–
|
–
|
–
|
|
|
52
|
Cathy Pareto & Associates
Coral Gables,
Florida
|
$433K
|
+$437K
|
+5,184
|
New
|
|
|
53
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$428K
|
+$927
|
+11
|
+0.2%
|
|
|
54
|
Avant Capital
Lafayette,
Louisiana
|
$421K
|
+$424K
|
+5,037
|
New
|
|
|
55
|
Wharton Business Group
Malvern,
Pennsylvania
|
$408K
|
–
|
–
|
–
|
|
|
56
|
O'Brien Greene & Co
Media,
Pennsylvania
|
$384K
|
–
|
–
|
–
|
|
|
57
|
AQR Capital Management
Greenwich,
Connecticut
|
$376K
|
–
|
–
|
–
|
|
|
58
|
Concurrent Investment Advisors
Tampa,
Florida
|
$358K
|
+$110K
|
+1,302
|
+44%
|
|
|
59
|
Principal Securities
Des Moines,
Iowa
|
$343K
|
+$170K
|
+2,024
|
+97%
|
|
|
60
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$337K
|
+$339K
|
+4,027
|
New
|
|
|
61
|
Regal Investment Advisors
Kentwood,
Michigan
|
$320K
|
+$1.26K
|
+15
|
+0.4%
|
|
|
62
|
Centerpoint Advisory Group
Overland Park,
Kansas
|
$318K
|
+$320K
|
+3,800
|
New
|
|
|
63
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$317K
|
–
|
–
|
–
|
|
|
64
|
Private Trust Company
Cleveland,
Ohio
|
$315K
|
+$144K
|
+1,710
|
+83%
|
|
|
65
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$315K
|
-$19.7K
|
-234
|
-6%
|
|
|
66
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$310K
|
+$312K
|
+3,703
|
New
|
|
|
67
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$281K
|
+$271K
|
+3,214
|
+2,217%
|
|
|
68
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$277K
|
+$84
|
+1
|
+0%
|
|
|
69
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$271K
|
+$254K
|
+3,021
|
+1,399%
|
|
|
70
|
Atria Wealth Solutions
New York
|
$264K
|
+$36.6K
|
+435
|
+16%
|
|
|
71
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$247K
|
+$249K
|
+2,961
|
New
|
|
|
72
|
Smith, Moore & Co
Clayton,
Missouri
|
$245K
|
–
|
–
|
–
|
|
|
73
|
|
$244K
|
-$12.6K
|
-149
|
-5%
|
|
|
74
|
Cambria Investment Management
Manhattan Beach,
California
|
$224K
|
+$337
|
+4
|
+0.1%
|
|
|
75
|
Willner & Heller
Encino,
California
|
$221K
|
+$223K
|
+2,643
|
New
|
|
