|
101
|
Karpas Strategies
Litchfield,
Connecticut
|
$756K
|
–
|
–
|
–
|
|
|
102
|
|
$722K
|
–
|
–
|
–
|
|
|
103
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$679K
|
–
|
–
|
–
|
|
|
104
|
First Foundation Advisors
Irvine,
California
|
$667K
|
-$4.65K
|
-89
|
-0.6%
|
|
|
105
|
Sonora Investment Management Group
Tucson,
Arizona
|
$665K
|
+$711K
|
+13,607
|
New
|
|
|
106
|
US Bancorp
Minneapolis,
Minnesota
|
$659K
|
-$18.3K
|
-350
|
-3%
|
|
|
107
|
Ziegler Capital Management
Chicago,
Illinois
|
$658K
|
–
|
–
|
–
|
|
|
108
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$656K
|
+$702K
|
+13,425
|
New
|
|
|
109
|
Belpointe Asset Management
Reno,
Nevada
|
$648K
|
-$141K
|
-2,690
|
-17%
|
|
|
110
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$647K
|
+$17K
|
+325
|
+3%
|
|
|
111
|
Creative Planning
Overland Park,
Kansas
|
$642K
|
+$146K
|
+2,784
|
+27%
|
|
|
112
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$589K
|
+$631K
|
+12,070
|
New
|
|
|
113
|
Canton Hathaway
Providence,
Rhode Island
|
$586K
|
–
|
–
|
–
|
|
|
114
|
Wedbush Securities
Los Angeles,
California
|
$580K
|
-$58.1K
|
-1,111
|
-9%
|
|
|
115
|
Western Wealth Management
Golden,
Colorado
|
$554K
|
+$590K
|
+11,288
|
New
|
|
|
116
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$546K
|
+$11.8K
|
+225
|
+2%
|
|
|
117
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$542K
|
-$88.9K
|
-1,700
|
-13%
|
|
|
118
|
Delphi Management
Brookline,
Massachusetts
|
$518K
|
-$13.1K
|
-250
|
-2%
|
|
|
119
|
Rothschild Investment LLC
Chicago,
Illinois
|
$515K
|
+$21.8K
|
+416
|
+4%
|
|
|
120
|
American Portfolios Advisors
Holbrook,
New York
|
$515K
|
+$3.66K
|
+70
|
+0.7%
|
|
|
121
|
Fiduciary Group
Savannah,
Georgia
|
$509K
|
–
|
–
|
–
|
|
|
122
|
Mariner
Overland Park,
Kansas
|
$509K
|
+$17.6K
|
+336
|
+3%
|
|
|
123
|
Avantax Advisory Services
Dallas,
Texas
|
$491K
|
-$331K
|
-6,329
|
-39%
|
|
|
124
|
Americana Partners
Houston,
Texas
|
$488K
|
-$4.55K
|
-87
|
-0.9%
|
|
|
125
|
Merrion Investment Management
Cranford,
New Jersey
|
$488K
|
–
|
–
|
–
|
|
