|
51
|
Raymond James Trust
St. Petersburg,
Florida
|
$414K
|
–
|
–
|
–
|
|
|
52
|
Rockefeller Capital Management
New York
|
$406K
|
-$1.72M
|
-47,715
|
-82%
|
|
|
53
|
Equitable Holdings
New York
|
$401K
|
-$34.6K
|
-958
|
-8%
|
|
|
54
|
Next Level Private
Harrison,
New York
|
$352K
|
–
|
–
|
–
|
|
|
55
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$333K
|
-$63.9K
|
-1,770
|
-17%
|
|
|
56
|
Perigon Wealth Management
San Francisco,
California
|
$333K
|
-$13.7K
|
-381
|
-4%
|
|
|
57
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$329K
|
-$5.05K
|
-140
|
-2%
|
|
|
58
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$326K
|
+$337K
|
+9,339
|
New
|
|
|
59
|
Mosaic Financial Group
Chicago,
Illinois
|
$320K
|
–
|
–
|
–
|
|
|
60
|
Mutual Advisors
Omaha,
Nebraska
|
$307K
|
+$37.9K
|
+1,050
|
+14%
|
|
|
61
|
Mirador Capital Partners
Pleasanton,
California
|
$307K
|
+$23.8K
|
+660
|
+9%
|
|
|
62
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$298K
|
+$5.84K
|
+162
|
+2%
|
|
|
63
|
Bay Colony Advisors
Concord,
Massachusetts
|
$288K
|
+$3.79K
|
+105
|
+1%
|
|
|
64
|
D.A. Davidson & Co
Great Falls,
Montana
|
$284K
|
+$144
|
+4
|
+0.1%
|
|
|
65
|
Level Four Advisory Services
Dallas,
Texas
|
$268K
|
-$8.48K
|
-235
|
-3%
|
|
|
66
|
Semus Wealth Partners
Boca Raton,
Florida
|
$253K
|
-$63K
|
-1,747
|
-21%
|
|
|
67
|
&Partners
Nashville,
Tennessee
|
$242K
|
+$231K
|
+6,413
|
New
|
|
|
68
|
|
$241K
|
-$28.9K
|
-800
|
-11%
|
|
|
69
|
Beacon Pointe Advisors
Newport Beach,
California
|
$241K
|
–
|
–
|
–
|
|
|
70
|
Coordinated Financial Services
Denver,
Colorado
|
$232K
|
-$6.89K
|
-191
|
-3%
|
|
|
71
|
EPG Wealth Management
Atlanta,
Georgia
|
$226K
|
-$212K
|
-5,887
|
Closed
|
|
|
72
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$225K
|
–
|
–
|
–
|
|
|
73
|
Comerica Bank
Dallas,
Texas
|
$184K
|
–
|
–
|
–
|
|
|
74
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$139K
|
+$1.51K
|
+42
|
+1%
|
|
|
75
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$137K
|
+$22.8K
|
+633
|
+21%
|
|
