|
51
|
|
$500K
|
+$288
|
+5
|
+0.1%
|
|
|
52
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$498K
|
+$1.21K
|
+21
|
+0.2%
|
|
|
53
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$493K
|
+$7.03K
|
+122
|
+1%
|
|
|
54
|
WealthPLAN Partners
Omaha,
Nebraska
|
$490K
|
+$98K
|
+1,700
|
+25%
|
|
|
55
|
Tidal Investments
Milwaukee,
Wisconsin
|
$435K
|
+$2.77K
|
+48
|
+0.6%
|
|
|
56
|
Tortoise Investment Management
White Plains,
New York
|
$432K
|
-$5.76K
|
-100
|
-1%
|
|
|
57
|
Avantax Advisory Services
Dallas,
Texas
|
$430K
|
-$107K
|
-1,854
|
-20%
|
|
|
58
|
Ackerman Capital Advisors
Dallas,
Texas
|
$428K
|
-$80.6K
|
-1,398
|
-16%
|
|
|
59
|
Fisher Asset Management
Camas,
Washington
|
$400K
|
+$37K
|
+642
|
+10%
|
|
|
60
|
Wedbush Securities
Los Angeles,
California
|
$379K
|
+$57.6K
|
+1,000
|
+18%
|
|
|
61
|
Joel Isaacson & Co
New York
|
$361K
|
–
|
–
|
–
|
|
|
62
|
Chesley Taft & Associates
Chicago,
Illinois
|
$358K
|
–
|
–
|
–
|
|
|
63
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$358K
|
–
|
–
|
–
|
|
|
64
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$352K
|
–
|
–
|
–
|
|
|
65
|
Belpointe Asset Management
Reno,
Nevada
|
$329K
|
-$5.47K
|
-95
|
-2%
|
|
|
66
|
Dowling & Yahnke
San Diego,
California
|
$326K
|
+$121K
|
+2,100
|
+60%
|
|
|
67
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$323K
|
-$1.5K
|
-26
|
-0.5%
|
|
|
68
|
Flow Traders U.S.
New York
|
$315K
|
+$312K
|
+5,410
|
New
|
|
|
69
|
Wealth Alliance
Mellville,
New York
|
$296K
|
+$11.3K
|
+196
|
+4%
|
|
|
70
|
Citizens Business Bank
Ontario,
California
|
$290K
|
–
|
–
|
–
|
|
|
71
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$285K
|
–
|
–
|
–
|
|
|
72
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$271K
|
+$268K
|
+4,654
|
New
|
|
|
73
|
Summit Wealth Partners
Orlando,
Florida
|
$266K
|
–
|
–
|
–
|
|
|
74
|
Arden Trust
Wilmington,
Delaware
|
$264K
|
–
|
–
|
–
|
|
|
75
|
Baker Avenue Asset Management
San Francisco,
California
|
$259K
|
–
|
–
|
–
|
|
