|
51
|
Atria Investments
Charlotte,
North Carolina
|
$409K
|
+$184K
|
+1,857
|
+80%
|
|
|
52
|
|
$402K
|
-$229K
|
-2,305
|
-36%
|
|
|
53
|
Forum Financial Management
Lombard,
Illinois
|
$400K
|
–
|
–
|
–
|
|
|
54
|
AlphaCore Capital
La Jolla,
California
|
$398K
|
–
|
–
|
–
|
|
|
55
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$387K
|
–
|
–
|
–
|
|
|
56
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$372K
|
-$15.2K
|
-153
|
-4%
|
|
|
57
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$361K
|
–
|
–
|
–
|
|
|
58
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$345K
|
+$2.98K
|
+30
|
+0.9%
|
|
|
59
|
Equitable Holdings
New York
|
$321K
|
+$325K
|
+3,276
|
New
|
|
|
60
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$310K
|
-$78.8K
|
-793
|
-20%
|
|
|
61
|
Greenspring Advisors
Towson,
Maryland
|
$300K
|
–
|
–
|
–
|
|
|
62
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$289K
|
+$1.89K
|
+19
|
+0.6%
|
|
|
63
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$258K
|
–
|
–
|
–
|
|
|
64
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$252K
|
+$3.67K
|
+37
|
+1%
|
|
|
65
|
Harbour Investments
Madison,
Wisconsin
|
$243K
|
+$29.7K
|
+299
|
+14%
|
|
|
66
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$238K
|
+$5.07K
|
+51
|
+2%
|
|
|
67
|
CoreCap Advisors
Southfield,
Michigan
|
$234K
|
-$36.1K
|
-364
|
-13%
|
|
|
68
|
Vestor Capital
Chicago,
Illinois
|
$229K
|
+$317K
|
+3,194
|
+656%
|
|
|
69
|
Mariner
Overland Park,
Kansas
|
$228K
|
+$231K
|
+2,328
|
New
|
|
|
70
|
Bessemer Group
Woodbridge,
New Jersey
|
$220K
|
-$99.3K
|
-1,000
|
-31%
|
|
|
71
|
AQR Capital Management
Greenwich,
Connecticut
|
$220K
|
+$223K
|
+2,241
|
New
|
|
|
72
|
Global Retirement Partners
San Rafael,
California
|
$202K
|
+$205K
|
+2,060
|
New
|
|
|
73
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$202K
|
+$204K
|
+2,056
|
New
|
|
|
74
|
EP Wealth Advisors
Torrance,
California
|
$184K
|
+$187K
|
+1,878
|
New
|
|
|
75
|
Whittier Trust
South Pasadena,
California
|
$164K
|
-$74.5K
|
-750
|
-31%
|
|
