|
51
|
Certuity
North Palm Beach,
Florida
|
$333K
|
–
|
–
|
–
|
|
|
52
|
|
$332K
|
+$327K
|
+2,000
|
New
|
|
|
53
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$324K
|
-$16.8K
|
-103
|
-5%
|
|
|
54
|
Concord Wealth Partners
Abingdon,
Virginia
|
$321K
|
-$83.1K
|
-508
|
-21%
|
|
|
55
|
|
$316K
|
+$28.8K
|
+176
|
+10%
|
|
|
56
|
WrapManager Inc
Mill Valley,
California
|
$308K
|
+$1.64K
|
+10
|
+0.5%
|
|
|
57
|
MML Investors Services
Springfield,
Massachusetts
|
$306K
|
-$32.4K
|
-198
|
-10%
|
|
|
58
|
Golden State Equity Partners
South Coast Metro,
California
|
$301K
|
+$296K
|
+1,811
|
New
|
|
|
59
|
TD Private Client Wealth
New York
|
$299K
|
+$62.8K
|
+384
|
+27%
|
|
|
60
|
Global Endowment Management
Charlotte,
North Carolina
|
$292K
|
-$6.05K
|
-37
|
-2%
|
|
|
61
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$269K
|
+$22.9K
|
+140
|
+9%
|
|
|
62
|
Zevin Asset Management
Boston,
Massachusetts
|
$268K
|
–
|
–
|
–
|
|
|
63
|
Mirsky Financial Management
Rochester,
New York
|
$248K
|
+$1.64K
|
+10
|
+0.7%
|
|
|
64
|
Creative Planning
Overland Park,
Kansas
|
$247K
|
-$981
|
-6
|
-0.4%
|
|
|
65
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$239K
|
-$3.92K
|
-24
|
-2%
|
|
|
66
|
Lee Financial
Dallas,
Texas
|
$230K
|
+$70.3K
|
+430
|
+45%
|
|
|
67
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$219K
|
-$28.9K
|
-177
|
-12%
|
|
|
68
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$218K
|
+$178K
|
+1,091
|
+491%
|
|
|
69
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$217K
|
+$214K
|
+1,307
|
New
|
|
|
70
|
Merit Financial Group
Alpharetta,
Georgia
|
$212K
|
+$209K
|
+1,280
|
New
|
|
|
71
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$149K
|
+$9.97K
|
+61
|
+7%
|
|
|
72
|
US Bancorp
Minneapolis,
Minnesota
|
$147K
|
+$4.09K
|
+25
|
+3%
|
|
|
73
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$125K
|
–
|
–
|
–
|
|
|
74
|
Geneos Wealth Management
Englewood,
Colorado
|
$123K
|
+$164
|
+1
|
+0.1%
|
|
|
75
|
First Command Bank
Fort Worth,
Texas
|
$122K
|
-$4.25K
|
-26
|
-3%
|
|
