|
51
|
Clearstead Advisors
Cleveland,
Ohio
|
$605K
|
–
|
–
|
–
|
|
|
52
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$603K
|
-$3.81K
|
-73
|
-0.7%
|
|
|
53
|
Geode Capital Management
Boston,
Massachusetts
|
$582K
|
-$3.94M
|
-75,445
|
-88%
|
|
|
54
|
|
$548K
|
+$506K
|
+9,692
|
New
|
|
|
55
|
|
$524K
|
–
|
–
|
–
|
|
|
56
|
Wells Fargo
San Francisco,
California
|
$516K
|
-$79.3K
|
-1,518
|
-14%
|
|
|
57
|
Corient Private Wealth
Miami,
Florida
|
$514K
|
+$60.3K
|
+1,155
|
+15%
|
|
|
58
|
GSA Capital Partners
London,
United Kingdom
|
$506K
|
-$1.29M
|
-24,663
|
-73%
|
|
|
59
|
Mariner
Overland Park,
Kansas
|
$497K
|
-$72.5K
|
-1,388
|
-14%
|
|
|
60
|
LPL Financial
San Diego,
California
|
$468K
|
-$292K
|
-5,583
|
-40%
|
|
|
61
|
SIH Partners
Wilmington,
Delaware
|
$454K
|
-$208K
|
-3,980
|
-33%
|
|
|
62
|
VisionPoint Advisory Group
Dallas,
Texas
|
$448K
|
-$511K
|
-9,787
|
-55%
|
|
|
63
|
Fidelity Investments
Boston,
Massachusetts
|
$439K
|
-$22.3K
|
-427
|
-5%
|
|
|
64
|
Envestnet Asset Management
Chicago,
Illinois
|
$401K
|
-$142K
|
-2,722
|
-28%
|
|
|
65
|
Creative Planning
Overland Park,
Kansas
|
$395K
|
-$418
|
-8
|
-0.1%
|
|
|
66
|
Harbor Advisors
West Palm Beach,
Florida
|
$389K
|
–
|
–
|
–
|
|
|
67
|
Pavion Blue Capital
Newport Beach,
California
|
$363K
|
-$7.94K
|
-152
|
-2%
|
|
|
68
|
Rathbones Group
Liverpool,
United Kingdom
|
$357K
|
+$329K
|
+6,306
|
New
|
|
|
69
|
KeyBank National Association
Cleveland,
Ohio
|
$318K
|
–
|
–
|
–
|
|
|
70
|
Old Mission Capital
Chicago,
Illinois
|
$314K
|
-$3.91M
|
-74,916
|
-93%
|
|
|
71
|
Private Management Group
Irvine,
California
|
$289K
|
+$104
|
+2
|
+0%
|
|
|
72
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$279K
|
+$257K
|
+4,930
|
New
|
|
|
73
|
RMR Wealth Builders
Montclair,
New Jersey
|
$262K
|
–
|
–
|
–
|
|
|
74
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$253K
|
-$6.16K
|
-118
|
-3%
|
|
|
75
|
|
$243K
|
-$1.5M
|
-28,646
|
-87%
|
|
