|
51
|
Quartz Partners
Saratoga Springs,
New York
|
$499K
|
+$491K
|
+23,799
|
New
|
|
|
52
|
Strategic Financial Concepts
San Antonio,
Texas
|
$482K
|
-$6.67M
|
-322,930
|
-93%
|
|
|
53
|
Novare Capital Management
Charlotte,
North Carolina
|
$453K
|
+$446K
|
+21,585
|
New
|
|
|
54
|
Stifel Financial
St. Louis,
Missouri
|
$368K
|
+$363K
|
+17,566
|
New
|
|
|
55
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$366K
|
+$360K
|
+17,460
|
New
|
|
|
56
|
Wintrust Investments
Chicago,
Illinois
|
$349K
|
-$2.92M
|
-141,485
|
-89%
|
|
|
57
|
Fountainhead AM
Warren,
New Jersey
|
$348K
|
–
|
–
|
–
|
|
|
58
|
Dover Advisors
Richmond,
Virginia
|
$343K
|
–
|
–
|
–
|
|
|
59
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$335K
|
+$329K
|
+15,959
|
New
|
|
|
60
|
Colonial Trust
Spartanburg,
South Carolina
|
$323K
|
+$8.26K
|
+400
|
+3%
|
|
|
61
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$317K
|
–
|
–
|
–
|
|
|
62
|
Aveo Capital Partners
Englewood,
Colorado
|
$309K
|
+$304K
|
+14,712
|
New
|
|
|
63
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$285K
|
-$31.5K
|
-1,526
|
-10%
|
|
|
64
|
Rockefeller Capital Management
New York
|
$280K
|
–
|
–
|
–
|
|
|
65
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$266K
|
–
|
–
|
–
|
|
|
66
|
Waverly Advisors
Birmingham,
Alabama
|
$266K
|
+$262K
|
+12,674
|
New
|
|
|
67
|
Ledgewood Wealth Advisors
Exeter,
New Hampshire
|
$263K
|
+$259K
|
+12,565
|
New
|
|
|
68
|
Kaye Capital Management
El Segundo,
California
|
$261K
|
+$257K
|
+12,461
|
New
|
|
|
69
|
Allen Capital Group
Grand Island,
Nebraska
|
$251K
|
+$247K
|
+11,965
|
New
|
|
|
70
|
Equitable Holdings
New York
|
$243K
|
-$309K
|
-14,950
|
-56%
|
|
|
71
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$243K
|
+$158K
|
+7,629
|
+192%
|
|
|
72
|
Davis Capital Management
Jacksonville,
Florida
|
$219K
|
+$20.3K
|
+985
|
+10%
|
|
|
73
|
R.M. Davis Inc
Portland,
Maine
|
$201K
|
+$198K
|
+9,574
|
New
|
|
|
74
|
US Bancorp
Minneapolis,
Minnesota
|
$192K
|
–
|
–
|
–
|
|
|
75
|
First Command Advisory Services
Fort Worth,
Texas
|
$160K
|
+$27.9K
|
+1,353
|
+22%
|
|
