|
26
|
Traub Capital Management
Needham,
Massachusetts
|
$435K
|
-$245K
|
-31,504
|
-36%
|
|
|
27
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$401K
|
+$396K
|
+51,000
|
New
|
|
|
28
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$375K
|
+$370K
|
+47,641
|
New
|
|
|
29
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$367K
|
-$12.5K
|
-1,604
|
-3%
|
|
|
30
|
Northwest Financial Advisors
Herndon,
Virginia
|
$366K
|
+$78
|
+10
|
+0%
|
|
|
31
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$365K
|
–
|
–
|
–
|
|
|
32
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$352K
|
+$80.3K
|
+10,340
|
+30%
|
|
|
33
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$345K
|
+$101K
|
+13,059
|
+42%
|
|
|
34
|
Bank of New York Mellon
New York
|
$323K
|
-$155K
|
-20,002
|
-33%
|
|
|
35
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$319K
|
-$15.5K
|
-2,000
|
-5%
|
|
|
36
|
Whittier Trust
South Pasadena,
California
|
$317K
|
-$7.91K
|
-1,018
|
-2%
|
|
|
37
|
IHT Wealth Management
Chicago,
Illinois
|
$297K
|
+$92K
|
+11,841
|
+46%
|
|
|
38
|
Rothschild Investment LLC
Chicago,
Illinois
|
$295K
|
+$194K
|
+25,000
|
+200%
|
|
|
39
|
Castle Wealth Management
West Palm Beach,
Florida
|
$255K
|
–
|
–
|
–
|
|
|
40
|
Stephens Inc
Little Rock,
Arkansas
|
$201K
|
+$5.44K
|
+700
|
+3%
|
|
|
41
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$180K
|
+$23.3K
|
+3,000
|
+15%
|
|
|
42
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$164K
|
-$56.3K
|
-7,251
|
-26%
|
|
|
43
|
Mariner
Overland Park,
Kansas
|
$154K
|
–
|
–
|
–
|
|
|
44
|
Savvy Advisors Inc
New York
|
$143K
|
–
|
–
|
–
|
|
|
45
|
Closed-End Fund Advisors
Richmond,
Virginia
|
$138K
|
–
|
–
|
–
|
|
|
46
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$124K
|
-$8.53K
|
-1,098
|
-7%
|
|
|
47
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$119K
|
–
|
–
|
–
|
|
|
48
|
Envestnet Asset Management
Chicago,
Illinois
|
$102K
|
+$101K
|
+12,950
|
New
|
|
|
49
|
GatePass Capital
Independence,
Ohio
|
$98.4K
|
+$19.4K
|
+2,500
|
+25%
|
|
|
50
|
49 Wealth Management
Austin,
Texas
|
$84K
|
+$83K
|
+10,677
|
New
|
|
