|
351
|
Summit Trail Advisors
New York
|
$2.04M
|
+$1.18M
|
+15,420
|
+231%
|
|
|
352
|
Orca Wealth Management
New Port Richey,
Florida
|
$2.03M
|
-$9.4K
|
-123
|
-0.5%
|
|
|
353
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$2M
|
+$535K
|
+7,000
|
+47%
|
|
|
354
|
Private Advisor Group
Morristown,
New Jersey
|
$1.99M
|
+$181K
|
+2,365
|
+12%
|
|
|
355
|
Diversify Wealth Management
Sandy,
Utah
|
$1.99M
|
+$421K
|
+5,504
|
+34%
|
|
|
356
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$1.97M
|
+$1.66M
|
+21,681
|
New
|
|
|
357
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$1.97M
|
-$383K
|
-5,013
|
-19%
|
|
|
358
|
Citadel Advisors
Miami,
Florida
|
$1.96M
|
+$1.65M
|
+21,532
|
New
|
|
|
359
|
Waverly Advisors
Birmingham,
Alabama
|
$1.94M
|
-$93.6K
|
-1,225
|
-5%
|
|
|
360
|
Albert D. Mason Inc
Boston,
Massachusetts
|
$1.92M
|
+$18.9K
|
+247
|
+1%
|
|
|
361
|
Cherokee Insurance
Sterling Heights,
Michigan
|
$1.91M
|
–
|
–
|
–
|
|
|
362
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$1.89M
|
+$688
|
+9
|
+0%
|
|
|
363
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$1.88M
|
+$1.58M
|
+20,656
|
New
|
|
|
364
|
|
$1.86M
|
+$1.56M
|
+20,454
|
New
|
|
|
365
|
Sterling Capital Management
Charlotte,
North Carolina
|
$1.85M
|
+$1.56M
|
+20,380
|
New
|
|
|
366
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$1.84M
|
–
|
–
|
–
|
|
|
367
|
Kestra Advisory Services
Austin,
Texas
|
$1.84M
|
-$270K
|
-3,537
|
-15%
|
|
|
368
|
United Capital Financial Advisors
Irving,
Texas
|
$1.84M
|
+$203K
|
+2,660
|
+15%
|
|
|
369
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.83M
|
+$724K
|
+9,472
|
+89%
|
|
|
370
|
Westwood Holdings Group
Dallas,
Texas
|
$1.8M
|
+$1.48M
|
+19,337
|
New
|
|
|
371
|
Pzena Investment Management
New York
|
$1.79M
|
+$110K
|
+1,440
|
+7%
|
|
|
372
|
Stephens Inc
Little Rock,
Arkansas
|
$1.79M
|
-$262K
|
-3,432
|
-15%
|
|
|
373
|
KeyBank National Association
Cleveland,
Ohio
|
$1.76M
|
+$517K
|
+6,771
|
+54%
|
|
|
374
|
Steward Partners Investment Advisory
New York
|
$1.76M
|
+$291K
|
+3,802
|
+24%
|
|
|
375
|
Marco Investment Management
Atlanta,
Georgia
|
$1.75M
|
–
|
–
|
–
|
|
