|
601
|
Caldwell Trust
Venice,
Florida
|
$166K
|
–
|
–
|
–
|
|
|
602
|
Steward Partners Investment Advisory
New York
|
$161K
|
+$8.43K
|
+8
|
+6%
|
|
|
603
|
Sonora Investment Management
Tucson,
Arizona
|
$159K
|
+$1.05K
|
+1
|
+0.7%
|
|
|
604
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$157K
|
–
|
–
|
–
|
|
|
605
|
AssetMark Inc
Concord,
California
|
$155K
|
-$138K
|
-131
|
-49%
|
|
|
606
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$143K
|
+$106K
|
+101
|
+388%
|
|
|
607
|
CSat Investment Advisory
Detroit,
Michigan
|
$139K
|
+$4.21K
|
+4
|
+3%
|
|
|
608
|
Cetera Advisor Networks
El Segundo,
California
|
$139K
|
+$130K
|
+123
|
New
|
|
|
609
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$132K
|
-$52.7K
|
-50
|
-30%
|
|
|
610
|
Aspire Private Capital
Cornelius,
North Carolina
|
$124K
|
+$11.6K
|
+11
|
+11%
|
|
|
611
|
Versant Capital Management
Phoenix,
Arizona
|
$118K
|
–
|
–
|
–
|
|
|
612
|
Parallel Advisors
San Francisco,
California
|
$116K
|
-$23.2K
|
-22
|
-18%
|
|
|
613
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$116K
|
+$6.32K
|
+6
|
+6%
|
|
|
614
|
CX Institutional
Auburn,
Indiana
|
$116K
|
+$12.6K
|
+12
|
+13%
|
|
|
615
|
|
$111K
|
+$62.2K
|
+59
|
+151%
|
|
|
616
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$109K
|
–
|
–
|
–
|
|
|
617
|
Human Investing
Lake Oswego,
Oregon
|
$108K
|
–
|
–
|
–
|
|
|
618
|
Endurance Wealth Management
Providence,
Rhode Island
|
$107K
|
-$1.05K
|
-1
|
-1%
|
|
|
619
|
First Personal Financial Services
Charlotte,
North Carolina
|
$107K
|
–
|
–
|
–
|
|
|
620
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$102K
|
–
|
–
|
–
|
|
|
621
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$90K
|
–
|
–
|
–
|
|
|
622
|
Tompkins Financial
Ithaca,
New York
|
$90K
|
–
|
–
|
–
|
|
|
623
|
Valeo Financial Advisors
Carmel,
Indiana
|
$87K
|
+$2.11K
|
+2
|
+3%
|
|
|
624
|
Wolverine Asset Management
Chicago,
Illinois
|
$84K
|
+$79K
|
+75
|
New
|
|
|
625
|
Factorial Partners
Mt. Kisco,
New York
|
$79K
|
–
|
–
|
–
|
|
