|
51
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$649K
|
+$266K
|
+5,792
|
+103%
|
|
|
52
|
|
$646K
|
+$498K
|
+10,842
|
New
|
|
|
53
|
Belpointe Asset Management
Reno,
Nevada
|
$607K
|
+$491K
|
+10,672
|
New
|
|
|
54
|
Shufro Rose & Co
New York
|
$603K
|
–
|
–
|
–
|
|
|
55
|
HighTower Advisors
Chicago,
Illinois
|
$601K
|
-$67.5K
|
-1,469
|
-12%
|
|
|
56
|
SEI Investments
Oaks,
Pennsylvania
|
$507K
|
+$122K
|
+2,661
|
+43%
|
|
|
57
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$506K
|
+$72.9K
|
+1,585
|
+22%
|
|
|
58
|
Old Mission Capital
Chicago,
Illinois
|
$505K
|
-$599K
|
-13,020
|
-59%
|
|
|
59
|
|
$474K
|
+$383K
|
+8,338
|
New
|
|
|
60
|
Creative Planning
Overland Park,
Kansas
|
$457K
|
-$18.7K
|
-407
|
-5%
|
|
|
61
|
Lake Hills Wealth Management
Austin,
Texas
|
$451K
|
–
|
–
|
–
|
|
|
62
|
Insigneo Advisory Services
Miami,
Florida
|
$448K
|
+$34.7K
|
+755
|
+11%
|
|
|
63
|
Wealthspire Advisors (New York)
New York
|
$432K
|
+$349K
|
+7,597
|
New
|
|
|
64
|
Destination Wealth Management
Walnut Creek,
California
|
$428K
|
-$93.2K
|
-2,028
|
-21%
|
|
|
65
|
Citadel Advisors
Miami,
Florida
|
$394K
|
-$1.66M
|
-36,193
|
-84%
|
|
|
66
|
US Bancorp
Minneapolis,
Minnesota
|
$386K
|
–
|
–
|
–
|
|
|
67
|
CX Institutional
Auburn,
Indiana
|
$383K
|
-$104K
|
-2,272
|
-25%
|
|
|
68
|
Snowden Capital Advisors
New York
|
$381K
|
+$60.5K
|
+1,315
|
+24%
|
|
|
69
|
Lido Advisors
Los Angeles,
California
|
$380K
|
-$16.6K
|
-362
|
-5%
|
|
|
70
|
Evolution Wealth Advisors
Aventura,
Florida
|
$367K
|
–
|
–
|
–
|
|
|
71
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$348K
|
-$4.55K
|
-99
|
-2%
|
|
|
72
|
Jones Financial Companies
Des Peres,
Missouri
|
$345K
|
-$7.45K
|
-162
|
-3%
|
|
|
73
|
Rockefeller Capital Management
New York
|
$330K
|
+$267K
|
+5,806
|
New
|
|
|
74
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$328K
|
+$3.36K
|
+73
|
+1%
|
|
|
75
|
Eagle Strategies
New York
|
$320K
|
-$19.7K
|
-428
|
-7%
|
|
