|
51
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$2.59M
|
+$96.3K
|
+2,258
|
+4%
|
|
|
52
|
CX Institutional
Auburn,
Indiana
|
$2.57M
|
-$10.7K
|
-250
|
-0.4%
|
|
|
53
|
One Capital Management
Westlake Village,
California
|
$2.51M
|
+$223K
|
+5,236
|
+10%
|
|
|
54
|
Equitable Holdings
New York
|
$2.49M
|
+$902K
|
+21,131
|
+59%
|
|
|
55
|
Stifel Financial
St. Louis,
Missouri
|
$2.4M
|
-$126K
|
-2,956
|
-5%
|
|
|
56
|
Plum Street Advisors
New Orleans,
Louisiana
|
$2.39M
|
+$78.6K
|
+1,843
|
+4%
|
|
|
57
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$2.38M
|
-$20.7K
|
-485
|
-0.9%
|
|
|
58
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.28M
|
-$465K
|
-10,902
|
-17%
|
|
|
59
|
HSBC Holdings
London,
United Kingdom
|
$2.24M
|
-$123K
|
-2,890
|
-5%
|
|
|
60
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.2M
|
+$650K
|
+15,246
|
+44%
|
|
|
61
|
Private Advisor Group
Morristown,
New Jersey
|
$2.15M
|
+$214K
|
+5,016
|
+11%
|
|
|
62
|
CGN Advisors
Manhattan,
Kansas
|
$2.12M
|
+$243K
|
+5,707
|
+13%
|
|
|
63
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$2.04M
|
-$60.6K
|
-1,420
|
-3%
|
|
|
64
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$2.02M
|
-$111K
|
-2,602
|
-5%
|
|
|
65
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$2M
|
+$11.9K
|
+280
|
+0.6%
|
|
|
66
|
Oppenheimer Asset Management
New York
|
$2M
|
-$11.7K
|
-275
|
-0.6%
|
|
|
67
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$1.95M
|
+$583K
|
+13,671
|
+44%
|
|
|
68
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$1.94M
|
+$12.6K
|
+296
|
+0.7%
|
|
|
69
|
BOK Financial
Tulsa,
Oklahoma
|
$1.93M
|
-$121K
|
-2,834
|
-6%
|
|
|
70
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$1.84M
|
-$209K
|
-4,900
|
-10%
|
|
|
71
|
Wells Fargo
San Francisco,
California
|
$1.81M
|
+$301K
|
+7,059
|
+21%
|
|
|
72
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.75M
|
-$1.46M
|
-34,238
|
-46%
|
|
|
73
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.63M
|
-$186K
|
-4,366
|
-10%
|
|
|
74
|
Falcon Wealth Planning
Ontario,
California
|
$1.62M
|
+$290K
|
+6,804
|
+23%
|
|
|
75
|
Sincerus Advisory
New York
|
$1.57M
|
-$6.49K
|
-152
|
-0.4%
|
|
