|
51
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$653K
|
+$31.8K
|
+1,750
|
+5%
|
|
|
52
|
Financial Advocates Investment Management
Olympia,
Washington
|
$644K
|
+$6.11K
|
+336
|
+0.9%
|
|
|
53
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$588K
|
-$449K
|
-24,674
|
-42%
|
|
|
54
|
Renaissance Technologies
New York
|
$535K
|
+$47.3K
|
+2,600
|
+9%
|
|
|
55
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$523K
|
+$543K
|
+29,859
|
New
|
|
|
56
|
Procyon Advisors
Shelton,
Connecticut
|
$508K
|
–
|
–
|
–
|
|
|
57
|
Lyell Wealth Management
Menlo Park,
California
|
$507K
|
–
|
–
|
–
|
|
|
58
|
Thompson Davis & Co
Richmond,
Virginia
|
$448K
|
+$113K
|
+6,225
|
+32%
|
|
|
59
|
Mariner
Overland Park,
Kansas
|
$406K
|
–
|
–
|
–
|
|
|
60
|
Private Portfolio Partners
Paramus,
New Jersey
|
$405K
|
+$58.1K
|
+3,196
|
+16%
|
|
|
61
|
White Pine Capital
Bloomington,
Minnesota
|
$388K
|
-$9.27K
|
-510
|
-2%
|
|
|
62
|
IHT Wealth Management
Chicago,
Illinois
|
$383K
|
–
|
–
|
–
|
|
|
63
|
Shufro Rose & Co
New York
|
$376K
|
+$2.6K
|
+143
|
+0.7%
|
|
|
64
|
Avidian Wealth Enterprises
Houston,
Texas
|
$335K
|
–
|
–
|
–
|
|
|
65
|
Whittier Trust
South Pasadena,
California
|
$333K
|
–
|
–
|
–
|
|
|
66
|
IMC Chicago
Chicago,
Illinois
|
$332K
|
+$345K
|
+18,952
|
New
|
|
|
67
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$312K
|
–
|
–
|
–
|
|
|
68
|
Truist Financial
Charlotte,
North Carolina
|
$291K
|
-$18.2K
|
-1,000
|
-6%
|
|
|
69
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$280K
|
+$291K
|
+16,000
|
New
|
|
|
70
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$275K
|
–
|
–
|
–
|
|
|
71
|
Proficio Capital Partners
Newton,
Massachusetts
|
$273K
|
–
|
–
|
–
|
|
|
72
|
Veracity Capital
Atlanta,
Georgia
|
$263K
|
+$4.89K
|
+269
|
+2%
|
|
|
73
|
Security National Bank
Omaha,
Nebraska
|
$257K
|
+$1.36K
|
+75
|
+0.5%
|
|
|
74
|
American Portfolios Advisors
Holbrook,
New York
|
$253K
|
-$909
|
-50
|
-0.3%
|
|
|
75
|
HUB Investment Partners
Austin,
Texas
|
$246K
|
-$12.3K
|
-677
|
-5%
|
|
