|
51
|
Hollencrest Capital Management
Newport Beach,
California
|
$543K
|
–
|
–
|
–
|
|
|
52
|
Amarillo National Bank
Amarillo,
Texas
|
$530K
|
–
|
–
|
–
|
|
|
53
|
Sand Hill Global Advisors
Palo Alto,
California
|
$493K
|
-$78.7K
|
-1,033
|
-14%
|
|
|
54
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$491K
|
–
|
–
|
–
|
|
|
55
|
Montag & Associates
Atlanta,
Georgia
|
$419K
|
-$177K
|
-2,325
|
-30%
|
|
|
56
|
American Portfolios Advisors
Holbrook,
New York
|
$418K
|
-$9.53K
|
-125
|
-2%
|
|
|
57
|
MML Investors Services
Springfield,
Massachusetts
|
$412K
|
+$35.7K
|
+469
|
+9%
|
|
|
58
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$409K
|
+$19.2K
|
+252
|
+5%
|
|
|
59
|
Foresight Wealth Management
Draper,
Utah
|
$374K
|
–
|
–
|
–
|
|
|
60
|
William Blair & Company
Chicago,
Illinois
|
$372K
|
–
|
–
|
–
|
|
|
61
|
SouthState Corp
Winter Haven,
Florida
|
$365K
|
–
|
–
|
–
|
|
|
62
|
Lido Advisors
Los Angeles,
California
|
$359K
|
–
|
–
|
–
|
|
|
63
|
Flaharty Asset Management
Clearwater,
Florida
|
$349K
|
-$94.2K
|
-1,236
|
-21%
|
|
|
64
|
GW & Wade
Wellesley,
Massachusetts
|
$328K
|
–
|
–
|
–
|
|
|
65
|
Envestnet Asset Management
Chicago,
Illinois
|
$316K
|
-$14.6K
|
-191
|
-4%
|
|
|
66
|
&Partners
Nashville,
Tennessee
|
$315K
|
–
|
–
|
–
|
|
|
67
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$302K
|
–
|
–
|
–
|
|
|
68
|
Avantax Advisory Services
Dallas,
Texas
|
$299K
|
+$303K
|
+3,982
|
New
|
|
|
69
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$291K
|
-$30.5K
|
-400
|
-9%
|
|
|
70
|
NewEdge Advisors
New Orleans,
Louisiana
|
$282K
|
-$96K
|
-1,260
|
-25%
|
|
|
71
|
Mengis Capital Management
Portland,
Oregon
|
$270K
|
–
|
–
|
–
|
|
|
72
|
Element Wealth
Ridgeland,
Mississippi
|
$268K
|
–
|
–
|
–
|
|
|
73
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$257K
|
-$715K
|
-9,380
|
-73%
|
|
|
74
|
Truist Financial
Charlotte,
North Carolina
|
$257K
|
-$101K
|
-1,322
|
-28%
|
|
|
75
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$249K
|
-$89.5K
|
-1,175
|
-27%
|
|
