|
51
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$366K
|
-$89.7K
|
-2,228
|
-20%
|
|
|
52
|
Heritage Family Offices
Scottsdale,
Arizona
|
$366K
|
+$350K
|
+8,709
|
New
|
|
|
53
|
Montecito Bank & Trust
Santa Barbara,
California
|
$335K
|
-$12.9K
|
-321
|
-4%
|
|
|
54
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$330K
|
+$20.2K
|
+502
|
+7%
|
|
|
55
|
RHS Financial
San Francisco,
California
|
$310K
|
-$16.7K
|
-416
|
-5%
|
|
|
56
|
|
$310K
|
+$296K
|
+7,363
|
New
|
|
|
57
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$295K
|
–
|
–
|
–
|
|
|
58
|
Osaic Holdings
Scottsdale,
Arizona
|
$284K
|
-$966
|
-24
|
-0.4%
|
|
|
59
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$281K
|
-$187K
|
-4,654
|
-41%
|
|
|
60
|
|
$277K
|
-$1.29M
|
-32,000
|
-83%
|
|
|
61
|
Crane Advisory
Fullerton,
California
|
$276K
|
-$6.92K
|
-172
|
-3%
|
|
|
62
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$250K
|
+$1.53K
|
+38
|
+0.6%
|
|
|
63
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$248K
|
+$10.8K
|
+268
|
+5%
|
|
|
64
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$243K
|
+$232K
|
+5,770
|
New
|
|
|
65
|
Leverty Financial Group
Hudson,
Wisconsin
|
$234K
|
-$46.1K
|
-1,145
|
-17%
|
|
|
66
|
Townsend Asset Management
Raleigh,
North Carolina
|
$228K
|
+$483
|
+12
|
+0.2%
|
|
|
67
|
CRA Financial Services
Northfield,
New Jersey
|
$222K
|
+$212K
|
+5,278
|
New
|
|
|
68
|
Monument Capital Management
Alexandria,
Virginia
|
$206K
|
-$29.6K
|
-735
|
-13%
|
|
|
69
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$205K
|
+$196K
|
+4,870
|
New
|
|
|
70
|
Sagace Wealth Management
St. Petersburg,
Florida
|
$203K
|
+$191K
|
+4,740
|
New
|
|
|
71
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$203K
|
+$194K
|
+4,816
|
New
|
|
|
72
|
Grove Bank & Trust
Miami,
Florida
|
$162K
|
–
|
–
|
–
|
|
|
73
|
US Bancorp
Minneapolis,
Minnesota
|
$144K
|
+$94.2K
|
+2,340
|
+214%
|
|
|
74
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$141K
|
–
|
–
|
–
|
|
|
75
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$140K
|
–
|
–
|
–
|
|
