|
51
|
World Investment Advisors
Santa Barbara,
California
|
$381K
|
+$25.1K
|
+1,500
|
+7%
|
|
|
52
|
BOK Financial
Tulsa,
Oklahoma
|
$377K
|
+$389K
|
+23,248
|
New
|
|
|
53
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$361K
|
–
|
–
|
–
|
|
|
54
|
ProVise Management Group
Clearwater,
Florida
|
$346K
|
–
|
–
|
–
|
|
|
55
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$344K
|
–
|
–
|
–
|
|
|
56
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$316K
|
–
|
–
|
–
|
|
|
57
|
Insight Wealth Strategies
San Ramon,
California
|
$288K
|
+$3.31K
|
+198
|
+1%
|
|
|
58
|
M&T Bank
Buffalo,
New York
|
$279K
|
–
|
–
|
–
|
|
|
59
|
Independent Financial Group
San Diego,
California
|
$277K
|
+$51.2K
|
+3,060
|
+22%
|
|
|
60
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$275K
|
–
|
–
|
–
|
|
|
61
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$272K
|
–
|
–
|
–
|
|
|
62
|
Avantax Planning Partners
Dubuque,
Iowa
|
$257K
|
–
|
–
|
–
|
|
|
63
|
WealthBridge Capital Management
Westerville,
Ohio
|
$249K
|
–
|
–
|
–
|
|
|
64
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$245K
|
-$25.9K
|
-1,547
|
-9%
|
|
|
65
|
Steward Partners Investment Advisory
New York
|
$243K
|
–
|
–
|
–
|
|
|
66
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$236K
|
+$38.5K
|
+2,300
|
+19%
|
|
|
67
|
Cetera Advisor Networks
El Segundo,
California
|
$230K
|
–
|
–
|
–
|
|
|
68
|
Cypress Capital Group
Palm Beach,
Florida
|
$206K
|
–
|
–
|
–
|
|
|
69
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$203K
|
-$613K
|
-36,668
|
-75%
|
|
|
70
|
Successful Portfolios
Clearwater,
Florida
|
$203K
|
–
|
–
|
–
|
|
|
71
|
Meridian Wealth Management
Lexington,
Kentucky
|
$201K
|
–
|
–
|
–
|
|
|
72
|
Naples Global Advisors
Naples,
Florida
|
$199K
|
–
|
–
|
–
|
|
|
73
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$197K
|
+$318
|
+19
|
+0.2%
|
|
|
74
|
Cambridge Trust
Cambridge,
Massachusetts
|
$194K
|
–
|
–
|
–
|
|
|
75
|
Private Wealth Partners
Mill Valley,
California
|
$194K
|
+$201K
|
+12,000
|
New
|
|
