|
51
|
Highland Private Wealth Management
Bellevue,
Washington
|
$431K
|
-$364K
|
-2,157
|
-45%
|
|
|
52
|
Howard Financial Services
Dallas,
Texas
|
$353K
|
-$10.1K
|
-60
|
-3%
|
|
|
53
|
Certuity
North Palm Beach,
Florida
|
$330K
|
–
|
–
|
–
|
|
|
54
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$327K
|
+$6.24K
|
+37
|
+2%
|
|
|
55
|
WrapManager Inc
Mill Valley,
California
|
$319K
|
+$14.7K
|
+87
|
+5%
|
|
|
56
|
|
$314K
|
+$1.18K
|
+7
|
+0.4%
|
|
|
57
|
TD Private Client Wealth
New York
|
$312K
|
+$16.4K
|
+97
|
+5%
|
|
|
58
|
MML Investors Services
Springfield,
Massachusetts
|
$306K
|
+$3.04K
|
+18
|
+1%
|
|
|
59
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$292K
|
+$27K
|
+160
|
+10%
|
|
|
60
|
Global Endowment Management
Charlotte,
North Carolina
|
$291K
|
+$2.02K
|
+12
|
+0.7%
|
|
|
61
|
Golden State Equity Partners
South Coast Metro,
California
|
$284K
|
-$14.3K
|
-85
|
-5%
|
|
|
62
|
Creative Planning
Overland Park,
Kansas
|
$284K
|
+$40.3K
|
+239
|
+16%
|
|
|
63
|
Zevin Asset Management
Boston,
Massachusetts
|
$265K
|
–
|
–
|
–
|
|
|
64
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$258K
|
+$21.4K
|
+127
|
+9%
|
|
|
65
|
Mirsky Financial Management
Rochester,
New York
|
$245K
|
–
|
–
|
–
|
|
|
66
|
Lee Financial
Dallas,
Texas
|
$227K
|
–
|
–
|
–
|
|
|
67
|
Kalos Management
Alpharetta,
Georgia
|
$224K
|
+$214K
|
+1,271
|
New
|
|
|
68
|
Concord Wealth Partners
Abingdon,
Virginia
|
$223K
|
-$97.1K
|
-576
|
-30%
|
|
|
69
|
Kestra Advisory Services
Austin,
Texas
|
$219K
|
+$225K
|
+1,335
|
New
|
|
|
70
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$216K
|
–
|
–
|
–
|
|
|
71
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$215K
|
–
|
–
|
–
|
|
|
72
|
Merit Financial Group
Alpharetta,
Georgia
|
$210K
|
–
|
–
|
–
|
|
|
73
|
US Bancorp
Minneapolis,
Minnesota
|
$145K
|
–
|
–
|
–
|
|
|
74
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$137K
|
-$17.4K
|
-103
|
-12%
|
|
|
75
|
PrairieView Partners
St. Paul,
Minnesota
|
$133K
|
+$34.1K
|
+202
|
+33%
|
|
