|
51
|
Steward Partners Investment Advisory
New York
|
$443K
|
+$279K
|
+4,404
|
+154%
|
|
|
52
|
WrapManager Inc
Mill Valley,
California
|
$441K
|
+$4.44K
|
+70
|
+1%
|
|
|
53
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$436K
|
+$96.6K
|
+1,525
|
+23%
|
|
|
54
|
Snowden Capital Advisors
New York
|
$430K
|
+$25.7K
|
+405
|
+6%
|
|
|
55
|
|
$411K
|
-$6.27K
|
-99
|
-1%
|
|
|
56
|
Strategic Blueprint
Atlanta,
Georgia
|
$406K
|
+$43.7K
|
+690
|
+12%
|
|
|
57
|
3D/L Capital Management
Hartford,
Connecticut
|
$388K
|
+$43.5K
|
+687
|
+12%
|
|
|
58
|
Coldstream Capital Management
Bellevue,
Washington
|
$384K
|
–
|
–
|
–
|
|
|
59
|
|
$376K
|
+$40.4K
|
+637
|
+11%
|
|
|
60
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$369K
|
-$42.1K
|
-664
|
-10%
|
|
|
61
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$356K
|
+$4.82K
|
+76
|
+1%
|
|
|
62
|
JMG Financial Group
Downers Grove,
Illinois
|
$340K
|
-$243K
|
-3,827
|
-41%
|
|
|
63
|
RFG Advisory
Birmingham,
Alabama
|
$336K
|
+$350K
|
+5,516
|
New
|
|
|
64
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$334K
|
+$57.2K
|
+902
|
+20%
|
|
|
65
|
Dentgroup
Baton Rouge,
Louisiana
|
$333K
|
-$123K
|
-1,948
|
-26%
|
|
|
66
|
CreativeOne Wealth
Overland Park,
Kansas
|
$326K
|
+$68.8K
|
+1,086
|
+26%
|
|
|
67
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$314K
|
+$325K
|
+5,132
|
New
|
|
|
68
|
Biltmore Family Office
Charlotte,
North Carolina
|
$305K
|
–
|
–
|
–
|
|
|
69
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$293K
|
+$305K
|
+4,805
|
New
|
|
|
70
|
Avantax Advisory Services
Dallas,
Texas
|
$275K
|
+$93.6K
|
+1,477
|
+49%
|
|
|
71
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$274K
|
+$285K
|
+4,490
|
New
|
|
|
72
|
Adero Partners
Pleasanton,
California
|
$258K
|
–
|
–
|
–
|
|
|
73
|
Raymond James & Associates
St Petersburg,
Florida
|
$239K
|
+$42.8K
|
+675
|
+21%
|
|
|
74
|
Financial Advisors
Andover,
Massachusetts
|
$234K
|
–
|
–
|
–
|
|
|
75
|
West Wealth Group
Irvine,
California
|
$214K
|
+$223K
|
+3,522
|
New
|
|
