|
51
|
WhitTier Trust Company
Reno,
Nevada
|
$530K
|
–
|
–
|
–
|
|
|
52
|
Global Financial Private Capital
Sarasota,
Florida
|
$525K
|
+$515K
|
+13,017
|
New
|
|
|
53
|
Partnervest Advisory Services
Santa Barbara,
California
|
$493K
|
+$31.6K
|
+799
|
+7%
|
|
|
54
|
Oppenheimer & Co
New York
|
$471K
|
+$462K
|
+11,678
|
New
|
|
|
55
|
Great Lakes Advisors
Chicago,
Illinois
|
$464K
|
-$4.39K
|
-111
|
-1%
|
|
|
56
|
SEI Investments
Oaks,
Pennsylvania
|
$463K
|
+$146K
|
+3,701
|
+48%
|
|
|
57
|
Roundview Capital
Princeton,
New Jersey
|
$461K
|
+$110K
|
+2,775
|
+32%
|
|
|
58
|
Belpointe Asset Management
Reno,
Nevada
|
$419K
|
+$411K
|
+10,385
|
New
|
|
|
59
|
Advisor Group
Phoenix,
Arizona
|
$405K
|
+$79.2K
|
+2,001
|
+25%
|
|
|
60
|
Aveo Capital Partners
Englewood,
Colorado
|
$374K
|
-$35.2K
|
-889
|
-9%
|
|
|
61
|
Compton Capital Management
Providence,
Rhode Island
|
$362K
|
–
|
–
|
–
|
|
|
62
|
Cetera Advisor Networks
El Segundo,
California
|
$327K
|
+$27.7K
|
+700
|
+9%
|
|
|
63
|
IFP Advisors
Tampa,
Florida
|
$320K
|
+$12.5K
|
+316
|
+4%
|
|
|
64
|
ProVise Management Group
Clearwater,
Florida
|
$304K
|
–
|
–
|
–
|
|
|
65
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$280K
|
–
|
–
|
–
|
|
|
66
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$280K
|
-$158K
|
-4,000
|
-37%
|
|
|
67
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$258K
|
–
|
–
|
–
|
|
|
68
|
SVA Wealth Management
Madison,
Wisconsin
|
$254K
|
–
|
–
|
–
|
|
|
69
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$241K
|
+$35.2K
|
+890
|
+17%
|
|
|
70
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$241K
|
+$219K
|
+5,539
|
+1,285%
|
|
|
71
|
Ancora Advisors
Cleveland,
Ohio
|
$240K
|
–
|
–
|
–
|
|
|
72
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$225K
|
+$220K
|
+5,573
|
New
|
|
|
73
|
Welch & Forbes
Boston,
Massachusetts
|
$221K
|
–
|
–
|
–
|
|
|
74
|
Beck Capital Management
Austin,
Texas
|
$215K
|
–
|
–
|
–
|
|
|
75
|
Suntrust Banks
Atlanta,
Georgia
|
$206K
|
–
|
–
|
–
|
|
