|
51
|
Perigon Wealth Management
San Francisco,
California
|
$314K
|
+$10.1K
|
+835
|
+3%
|
|
|
52
|
Allspring Global Investments
Charlotte,
North Carolina
|
$308K
|
-$218K
|
-18,026
|
-42%
|
|
|
53
|
Avior Wealth Management
Omaha,
Nebraska
|
$300K
|
+$37.5K
|
+3,091
|
+15%
|
|
|
54
|
Tidal Investments
Milwaukee,
Wisconsin
|
$287K
|
-$792K
|
-65,316
|
-74%
|
|
|
55
|
Raymond James Trust
St. Petersburg,
Florida
|
$262K
|
–
|
–
|
–
|
|
|
56
|
Round Rock Advisors
Wilton,
Connecticut
|
$256K
|
–
|
–
|
–
|
|
|
57
|
BTG Pactual Asset Management US
New York
|
$239K
|
+$235K
|
+19,398
|
New
|
|
|
58
|
Snowden Capital Advisors
New York
|
$238K
|
-$138K
|
-11,421
|
-37%
|
|
|
59
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$235K
|
–
|
–
|
–
|
|
|
60
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$223K
|
–
|
–
|
–
|
|
|
61
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$212K
|
+$6.8K
|
+561
|
+3%
|
|
|
62
|
Essex Financial Services
Essex,
Connecticut
|
$205K
|
–
|
–
|
–
|
|
|
63
|
|
$197K
|
+$194K
|
+15,979
|
New
|
|
|
64
|
Westchester Capital Management (New York)
Valhalla,
New York
|
$197K
|
-$1.34M
|
-110,562
|
-87%
|
|
|
65
|
Clear Creek Financial Management
Silverdale,
Washington
|
$183K
|
+$667
|
+55
|
+0.4%
|
|
|
66
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$173K
|
+$170K
|
+14,041
|
New
|
|
|
67
|
Moors & Cabot
Boston,
Massachusetts
|
$166K
|
+$30.3K
|
+2,500
|
+23%
|
|
|
68
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$166K
|
–
|
–
|
–
|
|
|
69
|
Leo Wealth LLC
Hurst,
Texas
|
$159K
|
–
|
–
|
–
|
|
|
70
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$154K
|
–
|
–
|
–
|
|
|
71
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$150K
|
–
|
–
|
–
|
|
|
72
|
North Star Asset Management
Neenah,
Wisconsin
|
$146K
|
+$143K
|
+11,835
|
New
|
|
|
73
|
Catalina Capital Group
Torrance,
California
|
$144K
|
+$141K
|
+11,658
|
New
|
|
|
74
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$141K
|
+$139K
|
+11,450
|
New
|
|
|
75
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$139K
|
+$6.99K
|
+577
|
+5%
|
|
