|
26
|
Bank of America
Charlotte,
North Carolina
|
$281K
|
-$29.7K
|
-5,234
|
-10%
|
|
|
27
|
NWAM LLC
Mercer Island,
Washington
|
$272K
|
–
|
–
|
–
|
|
|
28
|
Belpointe Asset Management
Reno,
Nevada
|
$249K
|
+$244K
|
+42,965
|
New
|
|
|
29
|
ProVise Management Group
Clearwater,
Florida
|
$222K
|
-$22.7K
|
-4,000
|
-9%
|
|
|
30
|
North Star Investment Management
Chicago,
Illinois
|
$213K
|
–
|
–
|
–
|
|
|
31
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$208K
|
-$2.98K
|
-525
|
-1%
|
|
|
32
|
Steward Partners Investment Advisory
New York
|
$170K
|
+$601
|
+106
|
+0.4%
|
|
|
33
|
|
$150K
|
–
|
–
|
–
|
|
|
34
|
IFP Advisors
Tampa,
Florida
|
$144K
|
+$227
|
+40
|
+0.2%
|
|
|
35
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$136K
|
–
|
–
|
–
|
|
|
36
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$128K
|
–
|
–
|
–
|
|
|
37
|
Whittier Trust
South Pasadena,
California
|
$127K
|
–
|
–
|
–
|
|
|
38
|
Next Financial Group
Houston,
Texas
|
$125K
|
-$5.67K
|
-1,000
|
-4%
|
|
|
39
|
LPL Financial
San Diego,
California
|
$123K
|
+$266
|
+47
|
+0.2%
|
|
|
40
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$118K
|
–
|
–
|
–
|
|
|
41
|
WhitTier Trust Company
Reno,
Nevada
|
$103K
|
–
|
–
|
–
|
|
|
42
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$101K
|
-$16.9K
|
-2,979
|
-15%
|
|
|
43
|
Stifel Financial
St. Louis,
Missouri
|
$90K
|
–
|
–
|
–
|
|
|
44
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$85K
|
+$35.3K
|
+6,225
|
+74%
|
|
|
45
|
Focused Wealth Management
Newburgh,
New York
|
$81K
|
-$6.26K
|
-1,105
|
-7%
|
|
|
46
|
National Planning Corporation
El Segundo,
California
|
$72K
|
–
|
–
|
–
|
|
|
47
|
Creative Planning
Overland Park,
Kansas
|
$69K
|
–
|
–
|
–
|
|
|
48
|
Biegel & Waller
Columbia,
Maryland
|
$60K
|
+$567
|
+100
|
+1%
|
|
|
49
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$58K
|
-$9.74K
|
-1,718
|
-14%
|
|
|
50
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$47K
|
+$46.4K
|
+8,188
|
New
|
|
