|
51
|
IHT Wealth Management
Chicago,
Illinois
|
$536K
|
-$32.7K
|
-1,950
|
-6%
|
|
|
52
|
Lyell Wealth Management
Menlo Park,
California
|
$511K
|
–
|
–
|
–
|
|
|
53
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$449K
|
-$32K
|
-1,905
|
-7%
|
|
|
54
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$416K
|
-$154K
|
-9,150
|
-28%
|
|
|
55
|
Private Portfolio Partners
Paramus,
New Jersey
|
$398K
|
-$2.6K
|
-155
|
-0.7%
|
|
|
56
|
Procyon Advisors
Shelton,
Connecticut
|
$397K
|
–
|
–
|
–
|
|
|
57
|
White Pine Capital
Bloomington,
Minnesota
|
$392K
|
–
|
–
|
–
|
|
|
58
|
Shufro Rose & Co
New York
|
$390K
|
+$302
|
+18
|
+0.1%
|
|
|
59
|
Envestnet Asset Management
Chicago,
Illinois
|
$382K
|
+$111K
|
+6,636
|
+44%
|
|
|
60
|
Avidian Wealth Enterprises
Houston,
Texas
|
$338K
|
–
|
–
|
–
|
|
|
61
|
Whittier Trust
South Pasadena,
California
|
$337K
|
–
|
–
|
–
|
|
|
62
|
Merk Investments
Menlo Park,
California
|
$315K
|
-$4.9M
|
-292,089
|
-94%
|
|
|
63
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$315K
|
–
|
–
|
–
|
|
|
64
|
Mariner
Overland Park,
Kansas
|
$312K
|
–
|
–
|
–
|
|
|
65
|
Truist Financial
Charlotte,
North Carolina
|
$291K
|
-$2.4K
|
-143
|
-0.9%
|
|
|
66
|
Adirondack Retirement Specialists
Queensbury,
New York
|
$276K
|
–
|
–
|
–
|
|
|
67
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$276K
|
–
|
–
|
–
|
|
|
68
|
Proficio Capital Partners
Newton,
Massachusetts
|
$276K
|
–
|
–
|
–
|
|
|
69
|
Veracity Capital
Atlanta,
Georgia
|
$268K
|
+$15.5K
|
+926
|
+7%
|
|
|
70
|
Security National Bank
Omaha,
Nebraska
|
$259K
|
–
|
–
|
–
|
|
|
71
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$241K
|
–
|
–
|
–
|
|
|
72
|
Smith, Moore & Co
Clayton,
Missouri
|
$238K
|
-$8.39K
|
-500
|
-4%
|
|
|
73
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$228K
|
+$217K
|
+12,901
|
New
|
|
|
74
|
Thompson Davis & Co
Richmond,
Virginia
|
$228K
|
-$117K
|
-7,000
|
-35%
|
|
|
75
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$216K
|
-$3.36K
|
-200
|
-2%
|
|
