|
51
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$403K
|
+$454K
|
+12,727
|
New
|
|
|
52
|
Lion Street Advisors
Austin,
Texas
|
$402K
|
–
|
–
|
–
|
|
|
53
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$400K
|
-$2.6K
|
-73
|
-0.6%
|
|
|
54
|
Fermata Advisors
Sonoma,
California
|
$382K
|
+$130K
|
+3,658
|
+44%
|
|
|
55
|
US Bancorp
Minneapolis,
Minnesota
|
$362K
|
–
|
–
|
–
|
|
|
56
|
Osaic Holdings
Scottsdale,
Arizona
|
$359K
|
-$69.5K
|
-1,948
|
-15%
|
|
|
57
|
Rockefeller Capital Management
New York
|
$343K
|
-$146K
|
-4,103
|
-27%
|
|
|
58
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$339K
|
–
|
–
|
–
|
|
|
59
|
Equitable Holdings
New York
|
$338K
|
+$381K
|
+10,671
|
New
|
|
|
60
|
Geneos Wealth Management
Englewood,
Colorado
|
$334K
|
+$26.8K
|
+750
|
+8%
|
|
|
61
|
|
$330K
|
–
|
–
|
–
|
|
|
62
|
Cherrydale Wealth Management
Hoboken,
New Jersey
|
$303K
|
-$195K
|
-5,478
|
-36%
|
|
|
63
|
Creative Planning
Overland Park,
Kansas
|
$300K
|
+$337K
|
+9,448
|
New
|
|
|
64
|
|
$260K
|
-$1.51M
|
-42,445
|
-84%
|
|
|
65
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$236K
|
+$266K
|
+7,451
|
New
|
|
|
66
|
|
$224K
|
–
|
–
|
–
|
|
|
67
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$201K
|
-$1.04M
|
-29,181
|
-82%
|
|
|
68
|
Townsend Asset Management
Raleigh,
North Carolina
|
$171K
|
+$999
|
+28
|
+0.5%
|
|
|
69
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$141K
|
+$159K
|
+4,450
|
New
|
|
|
70
|
Prospera Financial Services
Dallas,
Texas
|
$140K
|
+$9.45K
|
+265
|
+6%
|
|
|
71
|
Advisornet Financial
Minnetonka,
Minnesota
|
$139K
|
–
|
–
|
–
|
|
|
72
|
CoreCap Advisors
Southfield,
Michigan
|
$97K
|
+$109K
|
+3,051
|
New
|
|
|
73
|
Worth Asset Management
Dallas,
Texas
|
$71K
|
-$4.28K
|
-120
|
-5%
|
|
|
74
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$68K
|
–
|
–
|
–
|
|
|
75
|
Steward Partners Investment Advisory
New York
|
$44K
|
-$46.4K
|
-1,300
|
-48%
|
|
