|
51
|
Yoder Wealth Management
Walnut Creek,
California
|
$266K
|
+$4.92K
|
+105
|
+2%
|
|
|
52
|
Beacon Pointe Advisors
Newport Beach,
California
|
$261K
|
–
|
–
|
–
|
|
|
53
|
Citadel Advisors
Miami,
Florida
|
$253K
|
-$1.23M
|
-26,349
|
-83%
|
|
|
54
|
Wharton Business Group
Malvern,
Pennsylvania
|
$250K
|
–
|
–
|
–
|
|
|
55
|
PFG Investments
Woodbury,
New York
|
$245K
|
-$7.87K
|
-168
|
-3%
|
|
|
56
|
Corient Private Wealth
Miami,
Florida
|
$215K
|
–
|
–
|
–
|
|
|
57
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$206K
|
-$1.14M
|
-24,429
|
-85%
|
|
|
58
|
US Bancorp
Minneapolis,
Minnesota
|
$203K
|
–
|
–
|
–
|
|
|
59
|
Lesa Sroufe & Co
Seattle,
Washington
|
$201K
|
+$197K
|
+4,200
|
New
|
|
|
60
|
Spire Wealth Management
Mclean,
Virginia
|
$181K
|
–
|
–
|
–
|
|
|
61
|
Fidelity Investments
Boston,
Massachusetts
|
$175K
|
+$27.8K
|
+594
|
+19%
|
|
|
62
|
Global Retirement Partners
San Rafael,
California
|
$146K
|
+$143K
|
+3,050
|
New
|
|
|
63
|
Comerica Bank
Dallas,
Texas
|
$114K
|
–
|
–
|
–
|
|
|
64
|
Geneos Wealth Management
Englewood,
Colorado
|
$104K
|
–
|
–
|
–
|
|
|
65
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$77.8K
|
-$39.8K
|
-850
|
-34%
|
|
|
66
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$67K
|
+$65.8K
|
+1,405
|
New
|
|
|
67
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$62.5K
|
–
|
–
|
–
|
|
|
68
|
Toth Financial Advisory
Leesburg,
Virginia
|
$56K
|
–
|
–
|
–
|
|
|
69
|
|
$53.2K
|
–
|
–
|
–
|
|
|
70
|
CVA Family Office
Denver,
Colorado
|
$52.9K
|
–
|
–
|
–
|
|
|
71
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$45K
|
+$890
|
+19
|
+2%
|
|
|
72
|
Addison Advisors
Middlebury,
Vermont
|
$41.9K
|
–
|
–
|
–
|
|
|
73
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$37.4K
|
+$36.5K
|
+780
|
New
|
|
|
74
|
Biltmore Family Office
Charlotte,
North Carolina
|
$35.2K
|
–
|
–
|
–
|
|
|
75
|
Optimum Investment Advisors
Chicago,
Illinois
|
$28.7K
|
–
|
–
|
–
|
|
