|
51
|
Carret Asset Management
New York
|
$435K
|
-$36K
|
-2,400
|
-8%
|
|
|
52
|
XML Financial
Bethesda,
Maryland
|
$424K
|
+$427K
|
+28,468
|
New
|
|
|
53
|
Truist Financial
Charlotte,
North Carolina
|
$419K
|
+$423K
|
+28,204
|
New
|
|
|
54
|
Bank of New York Mellon
New York
|
$398K
|
–
|
–
|
–
|
|
|
55
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$366K
|
-$290K
|
-19,361
|
-44%
|
|
|
56
|
Aries Wealth Management
Portland,
Maine
|
$345K
|
–
|
–
|
–
|
|
|
57
|
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
$342K
|
+$345K
|
+23,000
|
New
|
|
|
58
|
Adams Wealth Management
Logan,
Utah
|
$319K
|
+$322K
|
+21,448
|
New
|
|
|
59
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$292K
|
+$15
|
+1
|
+0%
|
|
|
60
|
Raymond James Trust
St. Petersburg,
Florida
|
$288K
|
-$15.1K
|
-1,005
|
-5%
|
|
|
61
|
Financial Advocates Investment Management
Olympia,
Washington
|
$288K
|
–
|
–
|
–
|
|
|
62
|
Ranch Capital Advisors
Sarasota,
Florida
|
$284K
|
+$74.4K
|
+4,961
|
+35%
|
|
|
63
|
Cairn Investment Group
Vancouver,
Washington
|
$284K
|
+$286K
|
+19,100
|
New
|
|
|
64
|
Garrison Point Advisors
Walnut Creek,
California
|
$283K
|
-$31.2K
|
-2,083
|
-10%
|
|
|
65
|
Partnervest Advisory Services
Santa Barbara,
California
|
$281K
|
-$11.5K
|
-769
|
-4%
|
|
|
66
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$279K
|
–
|
–
|
–
|
|
|
67
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$272K
|
-$6.54K
|
-436
|
-2%
|
|
|
68
|
Capital Investment Advisors
Atlanta,
Georgia
|
$263K
|
–
|
–
|
–
|
|
|
69
|
Minot Wealth Management
Westwood,
Massachusetts
|
$238K
|
+$248K
|
+16,523
|
New
|
|
|
70
|
Brown Advisory Securities
Baltimore,
Maryland
|
$224K
|
–
|
–
|
–
|
|
|
71
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$224K
|
+$4.65K
|
+310
|
+2%
|
|
|
72
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$207K
|
–
|
–
|
–
|
|
|
73
|
|
$203K
|
–
|
–
|
–
|
|
|
74
|
KeyBank National Association
Cleveland,
Ohio
|
$184K
|
+$186K
|
+12,393
|
New
|
|
|
75
|
Good Life Advisors
Reading,
Pennsylvania
|
$181K
|
+$1.56K
|
+104
|
+0.9%
|
|
