|
51
|
Narus Financial Partners
Salt Lake City,
Utah
|
$393K
|
+$381K
|
+11,564
|
New
|
|
|
52
|
Homrich & Berg
Atlanta,
Georgia
|
$392K
|
+$16.5K
|
+502
|
+5%
|
|
|
53
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$386K
|
-$6.19K
|
-188
|
-2%
|
|
|
54
|
Doliver Advisors
Houston,
Texas
|
$327K
|
+$48.4K
|
+1,469
|
+18%
|
|
|
55
|
Pension Partners
New York
|
$327K
|
+$317K
|
+9,627
|
New
|
|
|
56
|
Bay Colony Advisors
Concord,
Massachusetts
|
$297K
|
+$10.7K
|
+325
|
+4%
|
|
|
57
|
Envestnet Asset Management
Chicago,
Illinois
|
$272K
|
-$122K
|
-3,711
|
-32%
|
|
|
58
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$262K
|
+$58.2K
|
+1,769
|
+30%
|
|
|
59
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$253K
|
+$245K
|
+7,433
|
New
|
|
|
60
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$226K
|
+$219K
|
+6,651
|
New
|
|
|
61
|
Trivium Point Advisory
Westport,
Connecticut
|
$212K
|
+$205K
|
+6,236
|
New
|
|
|
62
|
|
$210K
|
-$6.55M
|
-198,918
|
-97%
|
|
|
63
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$208K
|
+$201K
|
+6,119
|
New
|
|
|
64
|
Aveo Capital Partners
Englewood,
Colorado
|
$206K
|
+$195K
|
+5,909
|
New
|
|
|
65
|
Capital Wealth Planning
Naples,
Florida
|
$204K
|
+$198K
|
+6,000
|
New
|
|
|
66
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$202K
|
+$195K
|
+5,933
|
New
|
|
|
67
|
American Portfolios Advisors
Holbrook,
New York
|
$202K
|
+$23.3K
|
+707
|
+14%
|
|
|
68
|
Xponance
Philadelphia,
Pennsylvania
|
$201K
|
–
|
–
|
–
|
|
|
69
|
Rockefeller Capital Management
New York
|
$157K
|
-$16.8K
|
-509
|
-10%
|
|
|
70
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$155K
|
-$4.02K
|
-122
|
-3%
|
|
|
71
|
Tarbox Family Office
Newport Beach,
California
|
$153K
|
–
|
–
|
–
|
|
|
72
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$133K
|
+$13.1K
|
+397
|
+11%
|
|
|
73
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$87K
|
–
|
–
|
–
|
|
|
74
|
US Bancorp
Minneapolis,
Minnesota
|
$81K
|
+$2.7K
|
+82
|
+4%
|
|
|
75
|
Steward Partners Investment Advisory
New York
|
$77K
|
+$74.7K
|
+2,269
|
New
|
|
