|
51
|
Grassi Investment Management
Santa Clara,
California
|
$660K
|
–
|
–
|
–
|
|
|
52
|
Lido Advisors
Los Angeles,
California
|
$641K
|
+$9.7K
|
+327
|
+2%
|
|
|
53
|
Bank of the West
Monterey Park,
California
|
$632K
|
-$449K
|
-15,143
|
-44%
|
|
|
54
|
Envestnet Asset Management
Chicago,
Illinois
|
$555K
|
-$99.1K
|
-3,341
|
-17%
|
|
|
55
|
|
$527K
|
-$2.39M
|
-80,501
|
-83%
|
|
|
56
|
AE Wealth Management
Topeka,
Kansas
|
$502K
|
+$82.7K
|
+2,790
|
+22%
|
|
|
57
|
Private Advisor Group
Morristown,
New Jersey
|
$480K
|
-$100K
|
-3,372
|
-19%
|
|
|
58
|
Tarbox Family Office
Newport Beach,
California
|
$462K
|
+$415K
|
+14,000
|
New
|
|
|
59
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$451K
|
+$214K
|
+7,222
|
+112%
|
|
|
60
|
Bulltick Wealth Management
Miami,
Florida
|
$435K
|
+$391K
|
+13,179
|
New
|
|
|
61
|
Mutual Advisors
Omaha,
Nebraska
|
$431K
|
-$53.7K
|
-1,812
|
-12%
|
|
|
62
|
SVB Wealth
Boston,
Massachusetts
|
$413K
|
–
|
–
|
–
|
|
|
63
|
Truist Financial
Charlotte,
North Carolina
|
$410K
|
-$2.37K
|
-80
|
-0.6%
|
|
|
64
|
SignatureFD
Atlanta,
Georgia
|
$377K
|
-$19.3K
|
-650
|
-5%
|
|
|
65
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$368K
|
-$4.39K
|
-148
|
-1%
|
|
|
66
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$367K
|
+$32.3K
|
+1,090
|
+11%
|
|
|
67
|
Clearstead Advisors
Cleveland,
Ohio
|
$364K
|
-$24.1K
|
-812
|
-7%
|
|
|
68
|
United Maritime Capital
New York
|
$364K
|
+$327K
|
+11,037
|
New
|
|
|
69
|
Fortem Financial Group
Palm Desert,
California
|
$360K
|
-$379K
|
-12,794
|
-54%
|
|
|
70
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$351K
|
–
|
–
|
–
|
|
|
71
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$322K
|
-$30
|
-1
|
-0%
|
|
|
72
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$317K
|
+$284K
|
+9,591
|
New
|
|
|
73
|
Next Financial Group
Houston,
Texas
|
$308K
|
-$27.7K
|
-935
|
-9%
|
|
|
74
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$299K
|
+$269K
|
+9,056
|
New
|
|
|
75
|
MML Investors Services
Springfield,
Massachusetts
|
$298K
|
-$97.6K
|
-3,290
|
-27%
|
|
