|
51
|
Legacy Edge Advisors
Syosset,
New York
|
$340K
|
+$14.1K
|
+380
|
+5%
|
|
|
52
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$339K
|
–
|
–
|
–
|
|
|
53
|
PFG Advisors
Phoenix,
Arizona
|
$302K
|
-$16.3K
|
-438
|
-6%
|
|
|
54
|
KeyBank National Association
Cleveland,
Ohio
|
$302K
|
–
|
–
|
–
|
|
|
55
|
Focus Partners Wealth
Boston,
Massachusetts
|
$295K
|
–
|
–
|
–
|
|
|
56
|
Park National Corp
Newark,
Ohio
|
$292K
|
-$27K
|
-724
|
-9%
|
|
|
57
|
Wedbush Securities
Los Angeles,
California
|
$274K
|
+$243K
|
+6,525
|
New
|
|
|
58
|
Central Valley Advisors
Sacramento,
California
|
$256K
|
+$227K
|
+6,090
|
New
|
|
|
59
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$253K
|
+$224K
|
+6,026
|
New
|
|
|
60
|
|
$250K
|
–
|
–
|
–
|
|
|
61
|
|
$249K
|
+$5.58K
|
+150
|
+3%
|
|
|
62
|
MML Investors Services
Springfield,
Massachusetts
|
$247K
|
-$155K
|
-4,158
|
-41%
|
|
|
63
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$246K
|
-$15.8K
|
-425
|
-7%
|
|
|
64
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$238K
|
+$211K
|
+5,665
|
New
|
|
|
65
|
Leo Wealth LLC
Hurst,
Texas
|
$236K
|
+$209K
|
+5,619
|
New
|
|
|
66
|
Lion Street Advisors
Austin,
Texas
|
$230K
|
+$111K
|
+2,970
|
New
|
|
|
67
|
United Asset Strategies
Garden City,
New York
|
$222K
|
+$197K
|
+5,291
|
New
|
|
|
68
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$216K
|
-$10.2K
|
-275
|
-5%
|
|
|
69
|
SVB Wealth
Boston,
Massachusetts
|
$216K
|
+$191K
|
+5,139
|
New
|
|
|
70
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$214K
|
+$190K
|
+5,106
|
New
|
|
|
71
|
CX Institutional
Auburn,
Indiana
|
$209K
|
-$35.3K
|
-949
|
-16%
|
|
|
72
|
Franklin Resources
San Mateo,
California
|
$208K
|
–
|
–
|
–
|
|
|
73
|
MAI Capital Management
Independence,
Ohio
|
$205K
|
+$707
|
+19
|
+0.4%
|
|
|
74
|
Rockefeller Capital Management
New York
|
$199K
|
+$177K
|
+4,753
|
New
|
|
|
75
|
Evelyn Partners Asset Management
London,
|
$193K
|
–
|
–
|
–
|
|
