|
51
|
Orser Capital Management
Southlake,
Texas
|
$795K
|
+$795K
|
+31,930
|
New
|
|
|
52
|
Rockefeller Capital Management
New York
|
$772K
|
+$772K
|
+31,008
|
New
|
|
|
53
|
Corient Private Wealth
Miami,
Florida
|
$757K
|
+$757K
|
+30,398
|
New
|
|
|
54
|
Atomi Financial Group
New York
|
$708K
|
+$121K
|
+4,866
|
+21%
|
|
|
55
|
Gilpin Wealth Management
Denver,
Colorado
|
$619K
|
+$620K
|
+24,875
|
New
|
|
|
56
|
Farther Finance Advisors
San Francisco,
California
|
$607K
|
-$12.3K
|
-492
|
-2%
|
|
|
57
|
United Capital Financial Advisors
Irving,
Texas
|
$598K
|
-$81K
|
-3,250
|
-12%
|
|
|
58
|
Roundview Capital
Princeton,
New Jersey
|
$593K
|
+$2.59K
|
+104
|
+0.4%
|
|
|
59
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$583K
|
+$6.3K
|
+253
|
+1%
|
|
|
60
|
Osaic Holdings
Scottsdale,
Arizona
|
$570K
|
+$162K
|
+6,484
|
+40%
|
|
|
61
|
Napier Financial
Braintree,
Massachusetts
|
$565K
|
+$566K
|
+22,706
|
New
|
|
|
62
|
|
$541K
|
+$2.49K
|
+100
|
+0.5%
|
|
|
63
|
Fortis Group Advisors
Westwood,
New Jersey
|
$524K
|
+$523K
|
+20,980
|
New
|
|
|
64
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$500K
|
-$501K
|
-20,097
|
-50%
|
|
|
65
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$494K
|
+$4.26K
|
+171
|
+0.9%
|
|
|
66
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$478K
|
+$386K
|
+15,500
|
+420%
|
|
|
67
|
CacheTech Inc
Logan,
Utah
|
$457K
|
+$457K
|
+18,340
|
New
|
|
|
68
|
Concurrent Investment Advisors
Tampa,
Florida
|
$456K
|
+$119K
|
+4,780
|
+35%
|
|
|
69
|
Client 1st Advisory Group
Dunedin,
Florida
|
$433K
|
–
|
–
|
–
|
|
|
70
|
Charles Schwab Trust
Henderson,
Nevada
|
$427K
|
-$21.3K
|
-855
|
-5%
|
|
|
71
|
Christensen King & Associates Investment Services
Richland,
Washington
|
$413K
|
-$2.89K
|
-116
|
-0.7%
|
|
|
72
|
Bennett Selby Investments
Falmouth,
Maine
|
$390K
|
+$54.3K
|
+2,180
|
+16%
|
|
|
73
|
Lodestone Wealth Management
Spokane,
Washington
|
$345K
|
–
|
–
|
–
|
|
|
74
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$322K
|
-$19.7K
|
-790
|
-6%
|
|
|
75
|
FDx Advisors
Chicago,
Illinois
|
$322K
|
–
|
–
|
–
|
|
