|
51
|
ProVise Management Group
Clearwater,
Florida
|
$215K
|
-$10.3K
|
-1,000
|
-5%
|
|
|
52
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$212K
|
–
|
–
|
–
|
|
|
53
|
Napa Wealth Management
Napa,
California
|
$211K
|
-$600K
|
-58,273
|
-75%
|
|
|
54
|
Wolverine Asset Management
Chicago,
Illinois
|
$207K
|
-$86.8K
|
-8,429
|
-30%
|
|
|
55
|
Fort Point Capital Partners
San Francisco,
California
|
$194K
|
+$60.7K
|
+5,895
|
+48%
|
|
|
56
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$193K
|
+$21.5K
|
+2,091
|
+13%
|
|
|
57
|
Round Rock Advisors
Wilton,
Connecticut
|
$192K
|
-$108K
|
-10,487
|
-37%
|
|
|
58
|
Stifel Financial
St. Louis,
Missouri
|
$167K
|
+$48.6K
|
+4,721
|
+43%
|
|
|
59
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$162K
|
-$71.3K
|
-6,924
|
-34%
|
|
|
60
|
Nuveen
Charlotte,
North Carolina
|
$154K
|
+$149K
|
+14,428
|
New
|
|
|
61
|
Huntington National Bank
Columbus,
Ohio
|
$149K
|
–
|
–
|
–
|
|
|
62
|
Avior Wealth Management
Omaha,
Nebraska
|
$149K
|
+$12.2K
|
+1,181
|
+9%
|
|
|
63
|
Alesco Advisors
Pittsford,
New York
|
$146K
|
–
|
–
|
–
|
|
|
64
|
Nomura Holdings
Tokyo,
Japan
|
$123K
|
–
|
–
|
–
|
|
|
65
|
Atria Wealth Solutions
New York
|
$113K
|
+$134
|
+13
|
+0.1%
|
|
|
66
|
Belpointe Asset Management
Reno,
Nevada
|
$111K
|
–
|
–
|
–
|
|
|
67
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$91.1K
|
+$87.8K
|
+8,531
|
New
|
|
|
68
|
US Bancorp
Minneapolis,
Minnesota
|
$51.3K
|
–
|
–
|
–
|
|
|
69
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$47K
|
–
|
–
|
–
|
|
|
70
|
NewEdge Advisors
New Orleans,
Louisiana
|
$34.4K
|
–
|
–
|
–
|
|
|
71
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$26K
|
–
|
–
|
–
|
|
|
72
|
Hollencrest Capital Management
Newport Beach,
California
|
$25.6K
|
–
|
–
|
–
|
|
|
73
|
International Assets Investment Management
Orlando,
Florida
|
$22.1K
|
+$21.3K
|
+2,068
|
New
|
|
|
74
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$20.1K
|
–
|
–
|
–
|
|
|
75
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
$14.6K
|
–
|
–
|
–
|
|
