|
51
|
Sippican Capital Advisors
Boston,
Massachusetts
|
$357K
|
–
|
–
|
–
|
|
|
52
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$343K
|
-$24K
|
-1,105
|
-7%
|
|
|
53
|
Truist Financial
Charlotte,
North Carolina
|
$326K
|
+$22.1K
|
+1,017
|
+8%
|
|
|
54
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$311K
|
+$30.7K
|
+1,413
|
+13%
|
|
|
55
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$304K
|
-$76K
|
-3,500
|
-22%
|
|
|
56
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$290K
|
+$264K
|
+12,159
|
New
|
|
|
57
|
Cetera Advisors
Denver,
Colorado
|
$288K
|
-$117K
|
-5,384
|
-31%
|
|
|
58
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$278K
|
+$16.7K
|
+768
|
+7%
|
|
|
59
|
Steward Partners Investment Advisory
New York
|
$274K
|
-$6.04K
|
-278
|
-2%
|
|
|
60
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$261K
|
-$2.67K
|
-123
|
-1%
|
|
|
61
|
Coastline Trust
Providence,
Rhode Island
|
$247K
|
–
|
–
|
–
|
|
|
62
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$242K
|
+$221K
|
+10,156
|
New
|
|
|
63
|
Financial Counselors Inc
Overland Park,
Kansas
|
$238K
|
–
|
–
|
–
|
|
|
64
|
Stifel Financial
St. Louis,
Missouri
|
$235K
|
+$214K
|
+9,833
|
New
|
|
|
65
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$228K
|
+$208K
|
+9,581
|
New
|
|
|
66
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$223K
|
+$204K
|
+9,377
|
New
|
|
|
67
|
Kestra Advisory Services
Austin,
Texas
|
$213K
|
+$197K
|
+9,086
|
New
|
|
|
68
|
International Assets Investment Management
Orlando,
Florida
|
$212K
|
-$34.5K
|
-1,588
|
-15%
|
|
|
69
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$209K
|
+$190K
|
+8,762
|
New
|
|
|
70
|
Independent Financial Group
San Diego,
California
|
$208K
|
+$189K
|
+8,713
|
New
|
|
|
71
|
Private Capital Advisors
Darien,
Connecticut
|
$204K
|
+$186K
|
+8,543
|
New
|
|
|
72
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$173K
|
-$45.1K
|
-2,078
|
-22%
|
|
|
73
|
Bessemer Group
Woodbridge,
New Jersey
|
$168K
|
–
|
–
|
–
|
|
|
74
|
SOA Wealth Advisors
New York
|
$143K
|
+$122K
|
+5,600
|
New
|
|
|
75
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$133K
|
+$2.43K
|
+112
|
+2%
|
|
