|
51
|
Windsor Capital Management
Phoenix,
Arizona
|
$664K
|
+$35.1K
|
+700
|
+6%
|
|
|
52
|
Derby & Company
Newton,
Massachusetts
|
$660K
|
+$659K
|
+13,137
|
New
|
|
|
53
|
|
$652K
|
+$87.6K
|
+1,746
|
+16%
|
|
|
54
|
Private Advisor Group
Morristown,
New Jersey
|
$643K
|
-$31.8K
|
-634
|
-5%
|
|
|
55
|
Client 1st Advisory Group
Dunedin,
Florida
|
$598K
|
–
|
–
|
–
|
|
|
56
|
Rockefeller Capital Management
New York
|
$562K
|
+$148K
|
+2,954
|
+36%
|
|
|
57
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$501K
|
–
|
–
|
–
|
|
|
58
|
Krilogy Financial
St. Louis,
Missouri
|
$500K
|
–
|
–
|
–
|
|
|
59
|
Citadel Advisors
Miami,
Florida
|
$464K
|
-$2.91M
|
-58,043
|
-86%
|
|
|
60
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$463K
|
-$12.2K
|
-244
|
-3%
|
|
|
61
|
WealthShield Partners
Cary,
North Carolina
|
$452K
|
+$452K
|
+9,012
|
New
|
|
|
62
|
McDonald Partners
Cleveland,
Ohio
|
$450K
|
+$449K
|
+8,953
|
New
|
|
|
63
|
Barber Financial Group
Lenexa,
Kansas
|
$439K
|
+$148K
|
+2,940
|
+51%
|
|
|
64
|
Icon Wealth Partners
Houston,
Texas
|
$433K
|
+$433K
|
+8,617
|
New
|
|
|
65
|
Modera Wealth Management
Westwood,
New Jersey
|
$402K
|
+$401K
|
+7,995
|
New
|
|
|
66
|
United Capital Financial Advisors
Irving,
Texas
|
$378K
|
-$471K
|
-9,379
|
-56%
|
|
|
67
|
Bank of New York Mellon
New York
|
$343K
|
–
|
–
|
–
|
|
|
68
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$333K
|
-$502K
|
-10,000
|
-60%
|
|
|
69
|
Cabot Wealth Management
Salem,
Massachusetts
|
$331K
|
+$32.9K
|
+656
|
+11%
|
|
|
70
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$326K
|
+$12.8K
|
+255
|
+4%
|
|
|
71
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$325K
|
-$162K
|
-3,221
|
-33%
|
|
|
72
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$323K
|
+$322K
|
+6,423
|
New
|
|
|
73
|
Tidal Investments
Milwaukee,
Wisconsin
|
$322K
|
–
|
–
|
–
|
|
|
74
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$294K
|
–
|
–
|
–
|
|
|
75
|
Foster & Motley
Cincinnati,
Ohio
|
$280K
|
-$2.92M
|
-58,092
|
-91%
|
|
