|
101
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$468K
|
-$4.72K
|
-397
|
-1%
|
|
|
102
|
Moors & Cabot
Boston,
Massachusetts
|
$467K
|
–
|
–
|
–
|
|
|
103
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$459K
|
+$7.76K
|
+653
|
+2%
|
|
|
104
|
Portfolio Strategies
Monsey,
New York
|
$454K
|
–
|
–
|
–
|
|
|
105
|
Mercer Global Advisors
Denver,
Colorado
|
$451K
|
+$109K
|
+9,138
|
+33%
|
|
|
106
|
|
$437K
|
–
|
–
|
–
|
|
|
107
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$432K
|
+$14.4K
|
+1,210
|
+4%
|
|
|
108
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$415K
|
–
|
–
|
–
|
|
|
109
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$410K
|
-$564K
|
-47,468
|
Closed
|
|
|
110
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$407K
|
+$398K
|
+33,500
|
New
|
|
|
111
|
Kingswood Wealth Advisors
San Diego,
California
|
$397K
|
+$111K
|
+9,352
|
+40%
|
|
|
112
|
Tortoise Investment Management
White Plains,
New York
|
$396K
|
–
|
–
|
–
|
|
|
113
|
D.A. Davidson & Co
Great Falls,
Montana
|
$392K
|
+$23.8K
|
+2,000
|
+7%
|
|
|
114
|
|
$391K
|
+$203K
|
+17,085
|
+113%
|
|
|
115
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$388K
|
+$30K
|
+2,529
|
+7%
|
|
|
116
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$364K
|
-$9.51K
|
-800
|
-3%
|
|
|
117
|
Hollencrest Capital Management
Newport Beach,
California
|
$357K
|
–
|
–
|
–
|
|
|
118
|
|
$356K
|
-$1.68M
|
-141,701
|
-83%
|
|
|
119
|
Private Trust Company
Cleveland,
Ohio
|
$355K
|
–
|
–
|
–
|
|
|
120
|
Harbour Investments
Madison,
Wisconsin
|
$354K
|
+$13.2K
|
+1,115
|
+4%
|
|
|
121
|
Evoke Wealth
Los Angeles,
California
|
$354K
|
–
|
–
|
–
|
|
|
122
|
Kestra Private Wealth Services
Austin,
Texas
|
$351K
|
+$15K
|
+1,262
|
+5%
|
|
|
123
|
Walker Asset Management
Verona,
Missouri
|
$331K
|
–
|
–
|
–
|
|
|
124
|
MBA Advisors
Hermitage,
Pennsylvania
|
$330K
|
–
|
–
|
–
|
|
|
125
|
Catalina Capital Group
Torrance,
California
|
$324K
|
–
|
–
|
–
|
|
