|
51
|
Secure Asset Management
Troy,
Michigan
|
$335K
|
+$39.3K
|
+2,693
|
+14%
|
|
|
52
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$334K
|
+$85.3K
|
+5,837
|
+35%
|
|
|
53
|
Bank of New York Mellon
New York
|
$324K
|
-$6.97K
|
-477
|
-2%
|
|
|
54
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$319K
|
+$68.4K
|
+4,684
|
+28%
|
|
|
55
|
Summit Trail Advisors
New York
|
$307K
|
+$303K
|
+20,735
|
New
|
|
|
56
|
Evoke Wealth
Los Angeles,
California
|
$289K
|
–
|
–
|
–
|
|
|
57
|
Corient Capital Partners
Newport Beach,
California
|
$288K
|
–
|
–
|
–
|
|
|
58
|
Keel Point
Huntsville,
Alabama
|
$277K
|
–
|
–
|
–
|
|
|
59
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$276K
|
-$10.4K
|
-710
|
-4%
|
|
|
60
|
Kestra Advisory Services
Austin,
Texas
|
$267K
|
-$1.88M
|
-128,934
|
-88%
|
|
|
61
|
Webster Bank
Waterbury,
Connecticut
|
$266K
|
–
|
–
|
–
|
|
|
62
|
BOK Financial
Tulsa,
Oklahoma
|
$256K
|
-$124K
|
-8,500
|
-33%
|
|
|
63
|
Realta Investment Advisors
Wilmington,
Delaware
|
$251K
|
+$247K
|
+16,919
|
New
|
|
|
64
|
Hollencrest Capital Management
Newport Beach,
California
|
$241K
|
–
|
–
|
–
|
|
|
65
|
Veritable
Wilmington,
Delaware
|
$233K
|
–
|
–
|
–
|
|
|
66
|
Meridian Wealth Management
Lexington,
Kentucky
|
$232K
|
–
|
–
|
–
|
|
|
67
|
HUB Investment Partners
Austin,
Texas
|
$231K
|
-$12.4K
|
-847
|
-5%
|
|
|
68
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$213K
|
+$16.9K
|
+1,157
|
+9%
|
|
|
69
|
Rockefeller Capital Management
New York
|
$204K
|
-$67.7K
|
-4,633
|
-25%
|
|
|
70
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$204K
|
–
|
–
|
–
|
|
|
71
|
Pathstone Family Office
Englewood,
New Jersey
|
$188K
|
+$186K
|
+12,725
|
New
|
|
|
72
|
Investors Financial Group
Plymouth,
Minnesota
|
$172K
|
–
|
–
|
–
|
|
|
73
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$157K
|
+$511
|
+35
|
+0.3%
|
|
|
74
|
MGO One Seven
Beachwood,
Ohio
|
$155K
|
+$152K
|
+10,436
|
New
|
|
|
75
|
Cadence Bank NA
Houston,
Texas
|
$155K
|
+$153K
|
+10,485
|
New
|
|
