|
51
|
Alteri Wealth
Westlake Village,
California
|
$534K
|
+$1.12K
|
+110
|
+0.2%
|
|
|
52
|
Lido Advisors
Los Angeles,
California
|
$530K
|
–
|
–
|
–
|
|
|
53
|
EP Wealth Advisors
Torrance,
California
|
$525K
|
+$97.7K
|
+9,571
|
+23%
|
|
|
54
|
|
$521K
|
+$521K
|
+51,000
|
New
|
|
|
55
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$514K
|
-$2.65K
|
-260
|
-0.5%
|
|
|
56
|
Pin Oak Investment Advisors
Houston,
Texas
|
$508K
|
–
|
–
|
–
|
|
|
57
|
|
$489K
|
-$507K
|
-49,598
|
-51%
|
|
|
58
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$483K
|
+$6.46K
|
+633
|
+1%
|
|
|
59
|
IMC Chicago
Chicago,
Illinois
|
$425K
|
+$424K
|
+41,558
|
New
|
|
|
60
|
Horizon Kinetics Asset Management
New York
|
$406K
|
-$8.52K
|
-834
|
-2%
|
|
|
61
|
XTX Topco
George Town,
Cayman Islands
|
$389K
|
+$56.8K
|
+5,563
|
+17%
|
|
|
62
|
Global Retirement Partners
San Rafael,
California
|
$368K
|
+$368K
|
+36,021
|
New
|
|
|
63
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$366K
|
-$9.87K
|
-966
|
-3%
|
|
|
64
|
Broyhill Asset Management
Charlotte,
North Carolina
|
$332K
|
–
|
–
|
–
|
|
|
65
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$330K
|
-$32.7K
|
-3,200
|
-9%
|
|
|
66
|
Closed-End Fund Advisors
Richmond,
Virginia
|
$327K
|
+$4.6K
|
+450
|
+1%
|
|
|
67
|
Mariner
Overland Park,
Kansas
|
$317K
|
+$52.3K
|
+5,118
|
+20%
|
|
|
68
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$306K
|
-$10.6K
|
-1,036
|
-3%
|
|
|
69
|
Concurrent Investment Advisors
Tampa,
Florida
|
$305K
|
-$24.9K
|
-2,440
|
-8%
|
|
|
70
|
Palogic Value Management
Dallas,
Texas
|
$300K
|
–
|
–
|
–
|
|
|
71
|
International Assets Investment Management
Orlando,
Florida
|
$285K
|
-$1.3K
|
-127
|
-0.5%
|
|
|
72
|
Truist Financial
Charlotte,
North Carolina
|
$284K
|
–
|
–
|
–
|
|
|
73
|
|
$276K
|
+$273K
|
+26,779
|
New
|
|
|
74
|
NewEdge Advisors
New Orleans,
Louisiana
|
$275K
|
-$18.4K
|
-1,800
|
-6%
|
|
|
75
|
Park Edge Advisors
Cleveland,
Ohio
|
$251K
|
+$23K
|
+2,249
|
+10%
|
|
