|
26
|
Global Retirement Partners
San Rafael,
California
|
$391K
|
-$7.97K
|
-404
|
-2%
|
|
|
27
|
Doliver Advisors
Houston,
Texas
|
$372K
|
–
|
–
|
–
|
|
|
28
|
SVB Wealth
Boston,
Massachusetts
|
$352K
|
+$382K
|
+19,354
|
New
|
|
|
29
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$344K
|
–
|
–
|
–
|
|
|
30
|
|
$314K
|
-$1.72K
|
-87
|
-0.5%
|
|
|
31
|
Financial Advocates Investment Management
Olympia,
Washington
|
$288K
|
-$13.9K
|
-703
|
-4%
|
|
|
32
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$254K
|
–
|
–
|
–
|
|
|
33
|
IHT Wealth Management
Chicago,
Illinois
|
$249K
|
+$39.5K
|
+2,004
|
+17%
|
|
|
34
|
Private Advisor Group
Morristown,
New Jersey
|
$244K
|
-$637K
|
-32,277
|
-71%
|
|
|
35
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$229K
|
-$220K
|
-11,154
|
-47%
|
|
|
36
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$208K
|
+$3.49K
|
+177
|
+2%
|
|
|
37
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$207K
|
+$8.4K
|
+426
|
+4%
|
|
|
38
|
Rockefeller Capital Management
New York
|
$206K
|
+$166K
|
+8,413
|
+287%
|
|
|
39
|
Guggenheim Capital
Chicago,
Illinois
|
$186K
|
+$1.18K
|
+60
|
+0.6%
|
|
|
40
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$181K
|
+$88.1K
|
+4,467
|
+81%
|
|
|
41
|
Certuity
North Palm Beach,
Florida
|
$164K
|
–
|
–
|
–
|
|
|
42
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$163K
|
+$177K
|
+8,976
|
New
|
|
|
43
|
Park Avenue Securities
New York
|
$155K
|
+$5.25K
|
+266
|
+3%
|
|
|
44
|
Shaker Financial Services
Arlington,
Virginia
|
$138K
|
-$641K
|
-32,487
|
-81%
|
|
|
45
|
OneAscent Financial Services
Birmingham,
Alabama
|
$133K
|
+$144K
|
+7,311
|
New
|
|
|
46
|
|
$132K
|
+$1.68K
|
+85
|
+1%
|
|
|
47
|
Kestra Private Wealth Services
Austin,
Texas
|
$116K
|
–
|
–
|
–
|
|
|
48
|
Highlander Capital Management
Short Hills,
New Jersey
|
$115K
|
–
|
–
|
–
|
|
|
49
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$109K
|
–
|
–
|
–
|
|
|
50
|
|
$107K
|
+$116K
|
+5,881
|
New
|
|
