|
51
|
Doliver Advisors
Houston,
Texas
|
$458K
|
-$37.8K
|
-3,413
|
-8%
|
|
|
52
|
Rothschild Investment LLC
Chicago,
Illinois
|
$428K
|
–
|
–
|
–
|
|
|
53
|
Carret Asset Management
New York
|
$396K
|
+$3.15K
|
+284
|
+0.8%
|
|
|
54
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$390K
|
+$986
|
+89
|
+0.3%
|
|
|
55
|
Equitable Holdings
New York
|
$360K
|
-$83.7K
|
-7,553
|
-19%
|
|
|
56
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$358K
|
-$3.32K
|
-300
|
-0.9%
|
|
|
57
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$349K
|
+$7.7K
|
+695
|
+2%
|
|
|
58
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$322K
|
+$21.1K
|
+1,907
|
+7%
|
|
|
59
|
Titus Wealth Management
Larskpur,
California
|
$311K
|
-$131K
|
-11,800
|
-30%
|
|
|
60
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$298K
|
-$8.63K
|
-779
|
-3%
|
|
|
61
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$283K
|
+$233
|
+21
|
+0.1%
|
|
|
62
|
Moors & Cabot
Boston,
Massachusetts
|
$261K
|
-$187K
|
-16,893
|
-42%
|
|
|
63
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$253K
|
+$44.5K
|
+4,014
|
+21%
|
|
|
64
|
WealthBridge Capital Management
Westerville,
Ohio
|
$247K
|
+$3.7K
|
+334
|
+2%
|
|
|
65
|
Raymond James Trust
St. Petersburg,
Florida
|
$247K
|
+$41K
|
+3,700
|
+20%
|
|
|
66
|
1776 Wealth
Atlanta,
Georgia
|
$238K
|
-$111K
|
-10,000
|
-32%
|
|
|
67
|
Lee Financial
Dallas,
Texas
|
$237K
|
-$52K
|
-4,692
|
-18%
|
|
|
68
|
|
$220K
|
-$17.4K
|
-1,574
|
-7%
|
|
|
69
|
Millennium Management
New York
|
$220K
|
+$64.7K
|
+5,841
|
+42%
|
|
|
70
|
Creative Planning
Overland Park,
Kansas
|
$214K
|
+$214K
|
+19,301
|
New
|
|
|
71
|
Avantax Advisory Services
Dallas,
Texas
|
$213K
|
+$210K
|
+18,957
|
New
|
|
|
72
|
Capital Investment Advisors
Atlanta,
Georgia
|
$200K
|
+$5.96K
|
+538
|
+3%
|
|
|
73
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$199K
|
-$3.41K
|
-308
|
-2%
|
|
|
74
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$196K
|
+$55.4K
|
+5,000
|
+40%
|
|
|
75
|
Bank of New York Mellon
New York
|
$186K
|
+$24.7K
|
+2,233
|
+15%
|
|
