|
51
|
Tarbox Family Office
Newport Beach,
California
|
$298K
|
–
|
–
|
–
|
|
|
52
|
Prosperity Planning
Kansas City,
Missouri
|
$284K
|
+$290K
|
+4,537
|
New
|
|
|
53
|
IHT Wealth Management
Chicago,
Illinois
|
$275K
|
-$44.7K
|
-700
|
-14%
|
|
|
54
|
Park Avenue Securities
New York
|
$270K
|
+$276K
|
+4,322
|
New
|
|
|
55
|
Raymond James & Associates
St Petersburg,
Florida
|
$266K
|
+$271K
|
+4,249
|
New
|
|
|
56
|
Private Advisor Group
Morristown,
New Jersey
|
$264K
|
+$9.84K
|
+154
|
+4%
|
|
|
57
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$239K
|
+$213K
|
+3,328
|
+670%
|
|
|
58
|
Bridgewater Advisors
New York
|
$232K
|
+$10.5K
|
+165
|
+5%
|
|
|
59
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$228K
|
+$32.6K
|
+510
|
+16%
|
|
|
60
|
TCI Wealth Advisors
Tucson,
Arizona
|
$224K
|
+$229K
|
+3,584
|
New
|
|
|
61
|
Aprio Wealth Management
Atlanta,
Georgia
|
$213K
|
+$218K
|
+3,415
|
New
|
|
|
62
|
|
$204K
|
+$209K
|
+3,265
|
New
|
|
|
63
|
Vista Capital Partners
Portland,
Oregon
|
$201K
|
+$206K
|
+3,220
|
New
|
|
|
64
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$140K
|
–
|
–
|
–
|
|
|
65
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$104K
|
+$7.6K
|
+119
|
+8%
|
|
|
66
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$82K
|
-$67.7K
|
-1,059
|
-45%
|
|
|
67
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$20K
|
–
|
–
|
–
|
|
|
68
|
Tortoise Investment Management
White Plains,
New York
|
$19K
|
+$19.5K
|
+305
|
New
|
|
|
69
|
SignatureFD
Atlanta,
Georgia
|
$16K
|
+$16.9K
|
+264
|
New
|
|
|
70
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$13K
|
+$14K
|
+219
|
New
|
|
|
71
|
US Bancorp
Minneapolis,
Minnesota
|
$9K
|
+$9.71K
|
+152
|
New
|
|
|
72
|
Eaton Vance Management
Boston,
Massachusetts
|
$9K
|
+$653K
|
+10,214
|
+7%
|
|
|
73
|
|
–
|
-$2.7M
|
-42,759
|
Closed
|
|
|
74
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
–
|
-$270K
|
-4,288
|
Closed
|
|
|
75
|
Mutual Advisors
Omaha,
Nebraska
|
–
|
-$201K
|
-3,183
|
Closed
|
|
