|
51
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$504K
|
–
|
–
|
–
|
|
|
52
|
Independent Financial Group
San Diego,
California
|
$451K
|
-$6.54K
|
-550
|
-1%
|
|
|
53
|
Choreo LLC
Rockford,
Illinois
|
$397K
|
+$38.4K
|
+3,226
|
+11%
|
|
|
54
|
Oppenheimer & Co
New York
|
$367K
|
+$1.39K
|
+117
|
+0.4%
|
|
|
55
|
Snowden Capital Advisors
New York
|
$366K
|
-$117K
|
-9,823
|
-24%
|
|
|
56
|
Jones Road Capital Management
New York
|
$357K
|
+$357K
|
+30,000
|
New
|
|
|
57
|
Perigon Wealth Management
San Francisco,
California
|
$293K
|
+$142K
|
+11,940
|
+94%
|
|
|
58
|
Raymond James Trust
St. Petersburg,
Florida
|
$253K
|
-$42K
|
-3,535
|
-14%
|
|
|
59
|
Avior Wealth Management
Omaha,
Nebraska
|
$252K
|
+$50.5K
|
+4,251
|
+25%
|
|
|
60
|
Summit Trail Advisors
New York
|
$250K
|
+$250K
|
+21,000
|
New
|
|
|
61
|
Round Rock Advisors
Wilton,
Connecticut
|
$247K
|
-$104K
|
-8,750
|
-30%
|
|
|
62
|
Millennium Management
New York
|
$233K
|
–
|
–
|
–
|
|
|
63
|
Greytown Advisors
Miami,
Florida
|
$231K
|
-$54.5K
|
-4,584
|
-19%
|
|
|
64
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$227K
|
–
|
–
|
–
|
|
|
65
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$215K
|
–
|
–
|
–
|
|
|
66
|
Essex Financial Services
Essex,
Connecticut
|
$197K
|
–
|
–
|
–
|
|
|
67
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$194K
|
+$196K
|
+16,476
|
New
|
|
|
68
|
Mercer Global Advisors
Denver,
Colorado
|
$179K
|
-$1.46K
|
-123
|
-0.8%
|
|
|
69
|
Clear Creek Financial Management
Silverdale,
Washington
|
$176K
|
-$29.8K
|
-2,502
|
-14%
|
|
|
70
|
Diversify Wealth Management
Sandy,
Utah
|
$174K
|
+$178K
|
+15,000
|
New
|
|
|
71
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$160K
|
–
|
–
|
–
|
|
|
72
|
Leo Wealth LLC
Hurst,
Texas
|
$153K
|
-$11.5K
|
-963
|
-7%
|
|
|
73
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$149K
|
–
|
–
|
–
|
|
|
74
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$145K
|
–
|
–
|
–
|
|
|
75
|
Concurrent Investment Advisors
Tampa,
Florida
|
$135K
|
+$136K
|
+11,395
|
New
|
|
