|
51
|
Highland Private Wealth Management
Bellevue,
Washington
|
$429K
|
–
|
–
|
–
|
|
|
52
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$427K
|
-$31.4K
|
-192
|
-7%
|
|
|
53
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$417K
|
-$66.5K
|
-407
|
-14%
|
|
|
54
|
Clearstead Advisors
Cleveland,
Ohio
|
$414K
|
-$136K
|
-830
|
-25%
|
|
|
55
|
|
$382K
|
+$383K
|
+2,344
|
New
|
|
|
56
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$363K
|
-$247K
|
-1,515
|
-41%
|
|
|
57
|
Howard Financial Services
Dallas,
Texas
|
$351K
|
–
|
–
|
–
|
|
|
58
|
|
$333K
|
+$20.4K
|
+125
|
+7%
|
|
|
59
|
Certuity
North Palm Beach,
Florida
|
$328K
|
–
|
–
|
–
|
|
|
60
|
Scotia Capital
Toronto,
Ontario, Canada
|
$320K
|
-$930K
|
-5,693
|
-74%
|
|
|
61
|
MML Investors Services
Springfield,
Massachusetts
|
$313K
|
-$163
|
-1
|
-0.1%
|
|
|
62
|
WrapManager Inc
Mill Valley,
California
|
$307K
|
-$27.9K
|
-171
|
-8%
|
|
|
63
|
TD Private Client Wealth
New York
|
$303K
|
–
|
–
|
–
|
|
|
64
|
KilterHowling LLC
Boulder,
Colorado
|
$295K
|
-$26.1K
|
-160
|
-8%
|
|
|
65
|
Global Endowment Management
Charlotte,
North Carolina
|
$282K
|
-$6.37K
|
-39
|
-2%
|
|
|
66
|
Golden State Wealth Management
Santa Ana,
California
|
$280K
|
-$3.27K
|
-20
|
-1%
|
|
|
67
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$261K
|
-$33.2K
|
-203
|
-11%
|
|
|
68
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$259K
|
+$4.57K
|
+28
|
+2%
|
|
|
69
|
Lee Financial
Dallas,
Texas
|
$244K
|
+$18K
|
+110
|
+8%
|
|
|
70
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$228K
|
-$27.8K
|
-170
|
-11%
|
|
|
71
|
Atria Wealth Solutions
New York
|
$221K
|
+$221K
|
+1,354
|
New
|
|
|
72
|
Concord Wealth Partners
Abingdon,
Virginia
|
$220K
|
-$4.9K
|
-30
|
-2%
|
|
|
73
|
Merit Financial Group
Alpharetta,
Georgia
|
$211K
|
+$1.8K
|
+11
|
+0.9%
|
|
|
74
|
Kalos Management
Alpharetta,
Georgia
|
$207K
|
-$12.4K
|
-76
|
-6%
|
|
|
75
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$185K
|
+$148K
|
+905
|
+395%
|
|
