|
101
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$647K
|
–
|
–
|
–
|
|
|
102
|
Sonora Investment Management
Tucson,
Arizona
|
$643K
|
-$95.9K
|
-2,200
|
-14%
|
|
|
103
|
American Portfolios Advisors
Holbrook,
New York
|
$637K
|
+$90.5K
|
+2,078
|
+18%
|
|
|
104
|
GoalVest Advisory
New York
|
$634K
|
+$52.5K
|
+1,204
|
+10%
|
|
|
105
|
Ziegler Capital Management
Chicago,
Illinois
|
$627K
|
–
|
–
|
–
|
|
|
106
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$613K
|
+$4.75K
|
+109
|
+0.8%
|
|
|
107
|
Wedbush Securities
Los Angeles,
California
|
$609K
|
-$90.4K
|
-2,075
|
-14%
|
|
|
108
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$602K
|
+$563K
|
+12,928
|
New
|
|
|
109
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$597K
|
-$24K
|
-550
|
-4%
|
|
|
110
|
Belpointe Asset Management
Reno,
Nevada
|
$594K
|
+$4.88K
|
+112
|
+0.9%
|
|
|
111
|
Western Wealth Management
Golden,
Colorado
|
$590K
|
+$51.5K
|
+1,182
|
+10%
|
|
|
112
|
J.W. Burns & Co
Dewitt,
New York
|
$570K
|
+$185K
|
+4,250
|
+53%
|
|
|
113
|
Delphi Management
Brookline,
Massachusetts
|
$560K
|
+$44.9K
|
+1,031
|
+9%
|
|
|
114
|
Canton Hathaway
Providence,
Rhode Island
|
$559K
|
–
|
–
|
–
|
|
|
115
|
Hudson Portfolio Management
Garrison,
New York
|
$547K
|
-$3.27K
|
-75
|
-0.6%
|
|
|
116
|
Fiduciary Group
Savannah,
Georgia
|
$523K
|
–
|
–
|
–
|
|
|
117
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$510K
|
+$3.27K
|
+75
|
+0.7%
|
|
|
118
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$506K
|
-$35.8K
|
-822
|
-7%
|
|
|
119
|
First Foundation Advisors
Irvine,
California
|
$501K
|
-$1K
|
-23
|
-0.2%
|
|
|
120
|
Valeo Financial Advisors
Carmel,
Indiana
|
$501K
|
+$436K
|
+10,000
|
+1,333%
|
|
|
121
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$487K
|
-$64.9K
|
-1,489
|
-12%
|
|
|
122
|
Creative Planning
Overland Park,
Kansas
|
$480K
|
-$369K
|
-8,471
|
-45%
|
|
|
123
|
SVB Wealth
Boston,
Massachusetts
|
$480K
|
+$103K
|
+2,371
|
+30%
|
|
|
124
|
Birinyi Associates
Westport,
Connecticut
|
$477K
|
–
|
–
|
–
|
|
|
125
|
Rothschild Investment LLC
Chicago,
Illinois
|
$472K
|
–
|
–
|
–
|
|
