|
76
|
Successful Portfolios
Clearwater,
Florida
|
$451K
|
-$18.5K
|
-900
|
-4%
|
|
|
77
|
TrinityPoint Wealth
Milford,
Connecticut
|
$449K
|
-$91.5K
|
-4,443
|
-17%
|
|
|
78
|
Oppenheimer & Co
New York
|
$412K
|
+$1.9K
|
+92
|
+0.5%
|
|
|
79
|
Raymond James Trust
St. Petersburg,
Florida
|
$404K
|
–
|
–
|
–
|
|
|
80
|
Shaker Financial Services
Arlington,
Virginia
|
$375K
|
+$371K
|
+18,000
|
New
|
|
|
81
|
Millennium Management
New York
|
$366K
|
–
|
–
|
–
|
|
|
82
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$361K
|
-$12.2K
|
-593
|
-3%
|
|
|
83
|
Icon Wealth Advisors
Houston,
Texas
|
$355K
|
–
|
–
|
–
|
|
|
84
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$355K
|
-$48.4K
|
-2,350
|
-12%
|
|
|
85
|
Tamar Securities
Woodland Hills,
California
|
$349K
|
+$20.8K
|
+1,008
|
+6%
|
|
|
86
|
Cresset Asset Management
Chicago,
Illinois
|
$349K
|
–
|
–
|
–
|
|
|
87
|
Kestra Advisory Services
Austin,
Texas
|
$330K
|
+$16.8K
|
+817
|
+5%
|
|
|
88
|
Nomura Holdings
Tokyo,
Japan
|
$325K
|
–
|
–
|
–
|
|
|
89
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$300K
|
+$72.3K
|
+3,509
|
+32%
|
|
|
90
|
Creative Planning
Overland Park,
Kansas
|
$296K
|
-$18.5K
|
-900
|
-6%
|
|
|
91
|
Fort Point Capital Partners
San Francisco,
California
|
$280K
|
+$26.6K
|
+1,292
|
+11%
|
|
|
92
|
MGB Wealth Management
Addison,
Texas
|
$278K
|
–
|
–
|
–
|
|
|
93
|
Edge Wealth Management
New York
|
$270K
|
–
|
–
|
–
|
|
|
94
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$266K
|
–
|
–
|
–
|
|
|
95
|
Avior Wealth Management
Omaha,
Nebraska
|
$265K
|
+$1.34K
|
+65
|
+0.5%
|
|
|
96
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$240K
|
+$206
|
+10
|
+0.1%
|
|
|
97
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$240K
|
–
|
–
|
–
|
|
|
98
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$238K
|
+$17.8K
|
+863
|
+8%
|
|
|
99
|
Tyche Wealth Partners
Plano,
Texas
|
$238K
|
+$494
|
+24
|
+0.2%
|
|
|
100
|
NewEdge Advisors
New Orleans,
Louisiana
|
$232K
|
+$203K
|
+9,876
|
+752%
|
|
