|
51
|
Tortoise Investment Management
White Plains,
New York
|
$1.02M
|
-$2.93M
|
-324,206
|
-74%
|
|
|
52
|
Broyhill Asset Management
Charlotte,
North Carolina
|
$954K
|
-$1.05M
|
-116,023
|
-52%
|
|
|
53
|
Accredited Investor Services
St. Cloud,
Minnesota
|
$954K
|
–
|
–
|
–
|
|
|
54
|
Venturi Wealth Management
Austin,
Texas
|
$953K
|
+$100K
|
+11,073
|
+12%
|
|
|
55
|
Kestra Private Wealth Services
Austin,
Texas
|
$897K
|
+$11.1K
|
+1,224
|
+1%
|
|
|
56
|
High Net Worth Advisory Group
Naples,
Florida
|
$861K
|
+$226K
|
+25,000
|
+36%
|
|
|
57
|
Concurrent Investment Advisors
Tampa,
Florida
|
$840K
|
+$13.6K
|
+1,500
|
+2%
|
|
|
58
|
Teachers Insurance & Annuity Association of America
New York
|
$828K
|
–
|
–
|
–
|
|
|
59
|
Howard Financial Services
Dallas,
Texas
|
$816K
|
+$814K
|
+90,060
|
New
|
|
|
60
|
Steward Partners Investment Advisory
New York
|
$811K
|
-$71.1K
|
-7,867
|
-8%
|
|
|
61
|
Allworth Financial
Folsom,
California
|
$806K
|
+$796
|
+88
|
+0.1%
|
|
|
62
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$774K
|
–
|
–
|
–
|
|
|
63
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$709K
|
+$473K
|
+52,368
|
+202%
|
|
|
64
|
Seamount Financial Group
Colorado Springs,
Colorado
|
$684K
|
+$40K
|
+4,427
|
+6%
|
|
|
65
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$647K
|
+$553K
|
+61,195
|
+599%
|
|
|
66
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$640K
|
+$22.6K
|
+2,500
|
+4%
|
|
|
67
|
Hilltop Holdings
Dallas,
Texas
|
$628K
|
-$42.4K
|
-4,695
|
-6%
|
|
|
68
|
Creative Planning
Overland Park,
Kansas
|
$626K
|
+$474K
|
+52,407
|
+313%
|
|
|
69
|
Corient Private Wealth
Miami,
Florida
|
$618K
|
+$248K
|
+27,396
|
+67%
|
|
|
70
|
|
$598K
|
–
|
–
|
–
|
|
|
71
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$586K
|
+$182K
|
+20,146
|
+45%
|
|
|
72
|
Disciplined Investments
Tulsa,
Oklahoma
|
$570K
|
-$986
|
-109
|
-0.2%
|
|
|
73
|
|
$566K
|
+$565K
|
+62,503
|
New
|
|
|
74
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$544K
|
–
|
–
|
–
|
|
|
75
|
&Partners
Nashville,
Tennessee
|
$539K
|
+$384K
|
+42,498
|
+250%
|
|
