|
301
|
Lido Advisors
Los Angeles,
California
|
$842K
|
+$329K
|
+5,761
|
+65%
|
|
|
302
|
SouthState Corp
Winter Haven,
Florida
|
$840K
|
–
|
–
|
–
|
|
|
303
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$821K
|
-$4.6M
|
-80,462
|
-85%
|
|
|
304
|
Rockefeller Capital Management
New York
|
$820K
|
+$7.94K
|
+139
|
+1%
|
|
|
305
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$806K
|
+$8.06K
|
+141
|
+1%
|
|
|
306
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$801K
|
+$793K
|
+13,872
|
New
|
|
|
307
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$789K
|
+$107K
|
+1,864
|
+16%
|
|
|
308
|
Wealthspire Advisors (New York)
New York
|
$787K
|
-$724K
|
-12,673
|
-48%
|
|
|
309
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$774K
|
–
|
–
|
–
|
|
|
310
|
Providence First Trust
Scottsdale,
Arizona
|
$773K
|
+$1.6K
|
+28
|
+0.2%
|
|
|
311
|
Moody National Bank Trust Division
Galveston,
Texas
|
$773K
|
+$16.8K
|
+294
|
+2%
|
|
|
312
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$769K
|
-$391K
|
-6,843
|
-34%
|
|
|
313
|
IFP Advisors
Tampa,
Florida
|
$752K
|
-$168K
|
-2,936
|
-18%
|
|
|
314
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$750K
|
-$17.6K
|
-308
|
-2%
|
|
|
315
|
SVA Wealth Management
Madison,
Wisconsin
|
$735K
|
+$7.94K
|
+139
|
+1%
|
|
|
316
|
AlphaSimPlex Group
Boston,
Massachusetts
|
$728K
|
-$571K
|
-9,998
|
-44%
|
|
|
317
|
Cypress Wealth Services
Palm Desert,
California
|
$700K
|
-$286
|
-5
|
-0%
|
|
|
318
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$687K
|
+$6.11K
|
+107
|
+0.9%
|
|
|
319
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$679K
|
-$549K
|
-9,608
|
-45%
|
|
|
320
|
Prospera Financial Services
Dallas,
Texas
|
$675K
|
-$3.26K
|
-57
|
-0.5%
|
|
|
321
|
Avantax Advisory Services
Dallas,
Texas
|
$671K
|
-$356K
|
-6,238
|
-35%
|
|
|
322
|
Partnervest Advisory Services
Santa Barbara,
California
|
$671K
|
+$65.6K
|
+1,148
|
+11%
|
|
|
323
|
Creative Financial Designs
Kokomo,
Indiana
|
$665K
|
-$21.9K
|
-384
|
-3%
|
|
|
324
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$656K
|
–
|
–
|
–
|
|
|
325
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$650K
|
+$119K
|
+2,076
|
+23%
|
|
