|
51
|
Asset Dedication LLC
San Francisco,
California
|
$310K
|
–
|
–
|
–
|
|
|
52
|
9258 Wealth Management
Blue Ash,
Ohio
|
$304K
|
–
|
–
|
–
|
|
|
53
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
$275K
|
+$245K
|
+5,788
|
New
|
|
|
54
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$272K
|
–
|
–
|
–
|
|
|
55
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$261K
|
+$4.99K
|
+118
|
+2%
|
|
|
56
|
RMR Wealth Builders
Montclair,
New Jersey
|
$259K
|
+$1.57K
|
+37
|
+0.7%
|
|
|
57
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$247K
|
-$1.82K
|
-43
|
-0.8%
|
|
|
58
|
Redmond Asset Management
Henrico,
Virginia
|
$243K
|
–
|
–
|
–
|
|
|
59
|
Kestra Advisory Services
Austin,
Texas
|
$231K
|
-$1.31K
|
-31
|
-0.6%
|
|
|
60
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$224K
|
-$11K
|
-261
|
-5%
|
|
|
61
|
Saxon Interests
Houston,
Texas
|
$224K
|
+$200K
|
+4,715
|
New
|
|
|
62
|
Stifel Financial
St. Louis,
Missouri
|
$215K
|
+$192K
|
+4,534
|
New
|
|
|
63
|
ORG Partners
Roanoke,
Indiana
|
$144K
|
+$846
|
+20
|
+0.7%
|
|
|
64
|
Global Retirement Partners
San Rafael,
California
|
$138K
|
+$14.1K
|
+334
|
+12%
|
|
|
65
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$127K
|
–
|
–
|
–
|
|
|
66
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$123K
|
–
|
–
|
–
|
|
|
67
|
Steward Partners Investment Advisory
New York
|
$121K
|
–
|
–
|
–
|
|
|
68
|
Creative Financial Designs
Kokomo,
Indiana
|
$116K
|
+$28.7K
|
+677
|
+38%
|
|
|
69
|
Wells Fargo
San Francisco,
California
|
$112K
|
+$77.6K
|
+1,833
|
+351%
|
|
|
70
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$110K
|
+$16K
|
+379
|
+20%
|
|
|
71
|
Sunbelt Securities
Houston,
Texas
|
$96.6K
|
+$47.6K
|
+1,125
|
+123%
|
|
|
72
|
Huntington National Bank
Columbus,
Ohio
|
$88.9K
|
–
|
–
|
–
|
|
|
73
|
William Blair & Company
Chicago,
Illinois
|
$69.7K
|
-$14.8K
|
-350
|
-19%
|
|
|
74
|
Ancora Advisors
Cleveland,
Ohio
|
$51.8K
|
–
|
–
|
–
|
|
|
75
|
S.A. Mason
Holland,
Michigan
|
$46.3K
|
+$2.12K
|
+50
|
+5%
|
|
