|
51
|
QTR Family Wealth
Lake Mary,
Florida
|
$365K
|
-$19.2K
|
-656
|
-6%
|
|
|
52
|
Wells Fargo
San Francisco,
California
|
$361K
|
+$91.1K
|
+3,115
|
+33%
|
|
|
53
|
|
$359K
|
+$362K
|
+12,366
|
New
|
|
|
54
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$347K
|
-$140K
|
-4,775
|
-29%
|
|
|
55
|
Sage Capital Management
Stockton,
New Jersey
|
$341K
|
-$64K
|
-2,189
|
-16%
|
|
|
56
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$320K
|
+$37K
|
+1,264
|
+13%
|
|
|
57
|
Fearless Solutions (Best Invest)
San Antonio,
Texas
|
$305K
|
–
|
–
|
–
|
|
|
58
|
Raymond James Financial
St Petersburg,
Florida
|
$304K
|
+$4.24K
|
+145
|
+1%
|
|
|
59
|
Harbour Investments
Madison,
Wisconsin
|
$271K
|
-$34.5K
|
-1,179
|
-11%
|
|
|
60
|
Mercer Global Advisors
Denver,
Colorado
|
$264K
|
+$146
|
+5
|
+0.1%
|
|
|
61
|
Cary Street Partners
Richmond,
Virginia
|
$262K
|
+$48.3K
|
+1,650
|
+22%
|
|
|
62
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$259K
|
-$111K
|
-3,787
|
-30%
|
|
|
63
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$254K
|
+$256K
|
+8,762
|
New
|
|
|
64
|
|
$254K
|
–
|
–
|
–
|
|
|
65
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$246K
|
+$248K
|
+8,485
|
New
|
|
|
66
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$244K
|
–
|
–
|
–
|
|
|
67
|
Jones Financial Companies
Des Peres,
Missouri
|
$240K
|
+$33K
|
+1,129
|
+16%
|
|
|
68
|
Allworth Financial
Folsom,
California
|
$231K
|
+$9.42K
|
+322
|
+4%
|
|
|
69
|
Creative Planning
Overland Park,
Kansas
|
$228K
|
-$73K
|
-2,495
|
-24%
|
|
|
70
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$217K
|
–
|
–
|
–
|
|
|
71
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$214K
|
-$6K
|
-205
|
-3%
|
|
|
72
|
Weaver Capital Management
Suwanee,
Georgia
|
$200K
|
-$20.9K
|
-714
|
-9%
|
|
|
73
|
Private Trust Company
Cleveland,
Ohio
|
$195K
|
–
|
–
|
–
|
|
|
74
|
Strive Financial Group
Carmel,
Indiana
|
$191K
|
+$193K
|
+6,593
|
New
|
|
|
75
|
Global Retirement Partners
San Rafael,
California
|
$163K
|
+$1.14K
|
+39
|
+0.7%
|
|
