|
51
|
UBS Group
Zurich,
Switzerland
|
$2M
|
-$399K
|
-4,529
|
-18%
|
|
|
52
|
EP Wealth Advisors
Torrance,
California
|
$1.9M
|
-$98.5K
|
-1,118
|
-5%
|
|
|
53
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1.9M
|
+$222K
|
+2,524
|
+14%
|
|
|
54
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.81M
|
+$998K
|
+11,325
|
+143%
|
|
|
55
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.79M
|
+$1.67M
|
+18,996
|
New
|
|
|
56
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.73M
|
+$99.7K
|
+1,132
|
+7%
|
|
|
57
|
Lynch & Associates
Newburgh,
Indiana
|
$1.72M
|
+$7.13K
|
+81
|
+0.4%
|
|
|
58
|
Southern Capital Advisors
Jackson,
Tennessee
|
$1.62M
|
+$135K
|
+1,537
|
+10%
|
|
|
59
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.6M
|
+$74.6K
|
+847
|
+5%
|
|
|
60
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$1.57M
|
-$84.4K
|
-958
|
-5%
|
|
|
61
|
Pathway Financial Advisers
Auburn,
Indiana
|
$1.54M
|
+$18K
|
+204
|
+1%
|
|
|
62
|
KDK Private Wealth Management
Houston,
Texas
|
$1.54M
|
-$15K
|
-170
|
-1%
|
|
|
63
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.43M
|
-$139K
|
-1,574
|
-9%
|
|
|
64
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$1.34M
|
+$318K
|
+3,609
|
+34%
|
|
|
65
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.33M
|
-$1.5M
|
-17,042
|
-55%
|
|
|
66
|
Rockefeller Capital Management
New York
|
$1.31M
|
+$33.2K
|
+377
|
+3%
|
|
|
67
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$1.27M
|
-$19.8K
|
-225
|
-2%
|
|
|
68
|
Atria Wealth Solutions
New York
|
$1.21M
|
-$1.1M
|
-12,431
|
-50%
|
|
|
69
|
Raymond James Financial
St Petersburg,
Florida
|
$1.16M
|
+$89.8K
|
+1,019
|
+9%
|
|
|
70
|
Investors Research Corp
Atlanta,
Georgia
|
$1.12M
|
+$117K
|
+1,333
|
+13%
|
|
|
71
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.09M
|
-$681K
|
-7,730
|
-40%
|
|
|
72
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$1.05M
|
-$342K
|
-3,877
|
-26%
|
|
|
73
|
Elevated Capital Advisors
Sandy,
Utah
|
$1.02M
|
–
|
–
|
–
|
|
|
74
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$1.02M
|
+$950K
|
+10,790
|
New
|
|
|
75
|
Jones Financial Companies
Des Peres,
Missouri
|
$964K
|
+$31.6K
|
+359
|
+4%
|
|
