|
51
|
Fiduciary Financial Group
San Rafael,
California
|
$420K
|
–
|
–
|
–
|
|
|
52
|
IEQ Capital
Foster City,
California
|
$417K
|
-$200K
|
-3,500
|
-36%
|
|
|
53
|
Farther Finance Advisors
San Francisco,
California
|
$373K
|
+$177K
|
+3,101
|
+122%
|
|
|
54
|
IFP Advisors
Tampa,
Florida
|
$370K
|
–
|
–
|
–
|
|
|
55
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$362K
|
+$313K
|
+5,473
|
New
|
|
|
56
|
Belpointe Asset Management
Reno,
Nevada
|
$337K
|
+$292K
|
+5,107
|
New
|
|
|
57
|
Envestnet Asset Management
Chicago,
Illinois
|
$313K
|
-$323K
|
-5,656
|
-54%
|
|
|
58
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$305K
|
+$326K
|
+5,700
|
New
|
|
|
59
|
MRA Advisory Group
Parsippany,
New Jersey
|
$272K
|
+$236K
|
+4,122
|
New
|
|
|
60
|
Inspire Advisors
Meridian,
Idaho
|
$245K
|
-$190K
|
-3,329
|
-47%
|
|
|
61
|
Focus Partners Wealth
Boston,
Massachusetts
|
$241K
|
+$208K
|
+3,640
|
New
|
|
|
62
|
|
$234K
|
+$203K
|
+3,542
|
New
|
|
|
63
|
Tannin Capital
Charlotte,
North Carolina
|
$234K
|
+$202K
|
+3,536
|
New
|
|
|
64
|
Legacy Financial Independent Advisors
Louisville,
Kentucky
|
$212K
|
+$183K
|
+3,201
|
New
|
|
|
65
|
Mariner
Overland Park,
Kansas
|
$205K
|
+$178K
|
+3,107
|
New
|
|
|
66
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$199K
|
+$629
|
+11
|
+0.3%
|
|
|
67
|
FWL Investment Management
Dallas,
Texas
|
$198K
|
–
|
–
|
–
|
|
|
68
|
Regatta Research & Money Management
Metairie,
Louisiana
|
$153K
|
+$132K
|
+2,310
|
New
|
|
|
69
|
Tradewinds Capital Management
Bellingham,
Washington
|
$138K
|
-$13.1K
|
-229
|
-10%
|
|
|
70
|
BOCHK Asset Management
Hong Kong
|
$119K
|
+$103K
|
+1,800
|
New
|
|
|
71
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$103K
|
+$89.4K
|
+1,563
|
New
|
|
|
72
|
Global Retirement Partners
San Rafael,
California
|
$99.6K
|
+$86.2K
|
+1,508
|
New
|
|
|
73
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$70.1K
|
-$43.5K
|
-761
|
-42%
|
|
|
74
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$64K
|
+$49.6K
|
+868
|
+843%
|
|
|
75
|
Arax Advisory Partners
Denver,
Colorado
|
$50.2K
|
+$43.5K
|
+760
|
New
|
|
