|
51
|
Stelac Advisory Services
New York
|
$477K
|
+$493K
|
+12,756
|
New
|
|
|
52
|
Equitable Holdings
New York
|
$475K
|
+$491K
|
+12,709
|
New
|
|
|
53
|
James Investment Research
Alpha,
Ohio
|
$473K
|
+$113K
|
+2,914
|
+30%
|
|
|
54
|
D.A. Davidson & Co
Great Falls,
Montana
|
$438K
|
+$453K
|
+11,712
|
New
|
|
|
55
|
World Investment Advisors
Santa Barbara,
California
|
$435K
|
-$242K
|
-6,269
|
-35%
|
|
|
56
|
Virtus Family Office
El Paso,
Texas
|
$366K
|
+$7.46K
|
+193
|
+2%
|
|
|
57
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
$336K
|
+$347K
|
+8,986
|
New
|
|
|
58
|
|
$331K
|
-$27.6K
|
-715
|
-7%
|
|
|
59
|
Wells Fargo
San Francisco,
California
|
$330K
|
-$13.2K
|
-341
|
-4%
|
|
|
60
|
Marathon Trading Investment Management
Radnor,
Pennsylvania
|
$314K
|
–
|
–
|
–
|
|
|
61
|
|
$285K
|
–
|
–
|
–
|
|
|
62
|
Custom Index Systems
New York
|
$268K
|
+$277K
|
+7,175
|
New
|
|
|
63
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$262K
|
+$270K
|
+6,995
|
New
|
|
|
64
|
Prosperity Wealth Management
San Ramon,
California
|
$255K
|
-$1.27K
|
-33
|
-0.5%
|
|
|
65
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$255K
|
+$263K
|
+6,810
|
New
|
|
|
66
|
Ameriprise
Minneapolis,
Minnesota
|
$255K
|
+$263K
|
+6,815
|
New
|
|
|
67
|
Insigneo Advisory Services
Miami,
Florida
|
$239K
|
+$30.3K
|
+783
|
+14%
|
|
|
68
|
Brown Advisory
Baltimore,
Maryland
|
$238K
|
–
|
–
|
–
|
|
|
69
|
Diversify Advisory Services
Sandy,
Utah
|
$238K
|
+$2.78K
|
+72
|
+1%
|
|
|
70
|
Cascade Financial Partners
San Diego,
California
|
$236K
|
–
|
–
|
–
|
|
|
71
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$232K
|
+$40.2K
|
+1,040
|
+22%
|
|
|
72
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$221K
|
+$15.8K
|
+410
|
+8%
|
|
|
73
|
Diversify Wealth Management
Sandy,
Utah
|
$218K
|
-$60K
|
-1,554
|
-21%
|
|
|
74
|
Kestra Private Wealth Services
Austin,
Texas
|
$215K
|
+$222K
|
+5,736
|
New
|
|
|
75
|
|
$213K
|
+$220K
|
+5,696
|
New
|
|
