|
51
|
QCM Cayman
Houston,
Texas
|
$473K
|
–
|
–
|
–
|
|
|
52
|
Colony Group
Boston,
Massachusetts
|
$458K
|
-$2.42K
|
-128
|
-0.6%
|
|
|
53
|
SVB Wealth
Boston,
Massachusetts
|
$455K
|
+$377K
|
+20,000
|
New
|
|
|
54
|
TownSquare Capital
Provo,
Utah
|
$431K
|
+$82.2K
|
+4,360
|
+30%
|
|
|
55
|
Central Trust Company
Jefferson City,
Missouri
|
$424K
|
-$30.5K
|
-1,616
|
-8%
|
|
|
56
|
Barber Financial Group
Lenexa,
Kansas
|
$411K
|
-$54.9K
|
-2,912
|
-14%
|
|
|
57
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$394K
|
–
|
–
|
–
|
|
|
58
|
KeyBank National Association
Cleveland,
Ohio
|
$382K
|
–
|
–
|
–
|
|
|
59
|
Envestnet Asset Management
Chicago,
Illinois
|
$380K
|
-$679K
|
-36,000
|
-68%
|
|
|
60
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$374K
|
+$310K
|
+16,448
|
New
|
|
|
61
|
Bouchey Financial Group
Troy,
New York
|
$364K
|
–
|
–
|
–
|
|
|
62
|
LVW Advisors
Pittsford,
New York
|
$364K
|
+$302K
|
+16,000
|
New
|
|
|
63
|
Purus Wealth Management
Newport Beach,
California
|
$364K
|
+$302K
|
+16,000
|
New
|
|
|
64
|
Vontobel Holding
Zurich,
Switzerland
|
$364K
|
+$302K
|
+16,000
|
New
|
|
|
65
|
Bank of New York Mellon
New York
|
$364K
|
+$302K
|
+16,008
|
New
|
|
|
66
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$355K
|
-$5.13K
|
-272
|
-2%
|
|
|
67
|
Truist Financial
Charlotte,
North Carolina
|
$309K
|
+$257K
|
+13,600
|
New
|
|
|
68
|
Wealth Architects
Mountain View,
California
|
$307K
|
–
|
–
|
–
|
|
|
69
|
AE Wealth Management
Topeka,
Kansas
|
$306K
|
+$254K
|
+13,472
|
New
|
|
|
70
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$303K
|
-$544K
|
-28,840
|
-68%
|
|
|
71
|
Gamble Jones Investment Counsel
Pasadena,
California
|
$282K
|
–
|
–
|
–
|
|
|
72
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$273K
|
+$226K
|
+12,000
|
New
|
|
|
73
|
Advisory Services Network
Atlanta,
Georgia
|
$262K
|
-$2.57K
|
-136
|
-1%
|
|
|
74
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$261K
|
+$217K
|
+11,496
|
New
|
|
|
75
|
Kanawha Capital Management
Richmond,
Virginia
|
$255K
|
-$30.2K
|
-1,600
|
-13%
|
|
