|
51
|
Congress Asset Management
Boston,
Massachusetts
|
$5.47M
|
-$267K
|
-5,149
|
-5%
|
|
|
52
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$5.34M
|
+$242K
|
+4,673
|
+5%
|
|
|
53
|
Relative Value Partners Group
|
$5.06M
|
+$949K
|
+18,334
|
+22%
|
|
|
54
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$5.02M
|
+$401K
|
+7,737
|
+8%
|
|
|
55
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.92M
|
+$79.7K
|
+1,540
|
+2%
|
|
|
56
|
Cornerstone Partners Capital Management
Charlottesville,
Virginia
|
$4.89M
|
-$3.95M
|
-76,241
|
-44%
|
|
|
57
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.61M
|
-$528K
|
-10,190
|
-10%
|
|
|
58
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$4.43M
|
+$538K
|
+10,389
|
+13%
|
|
|
59
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$4.36M
|
+$139K
|
+2,688
|
+3%
|
|
|
60
|
Coldstream Capital Management
Bellevue,
Washington
|
$4.35M
|
-$3.31M
|
-63,941
|
-43%
|
|
|
61
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.23M
|
-$2.38M
|
-46,005
|
-35%
|
|
|
62
|
Wells Fargo
San Francisco,
California
|
$4.04M
|
-$266K
|
-5,137
|
-6%
|
|
|
63
|
Cambridge Associates
Boston,
Massachusetts
|
$4.04M
|
–
|
–
|
–
|
|
|
64
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$3.94M
|
+$365K
|
+7,048
|
+10%
|
|
|
65
|
Belpointe Asset Management
Reno,
Nevada
|
$3.86M
|
+$3.69M
|
+71,223
|
+1,338%
|
|
|
66
|
CIC Wealth
Rockville,
Maryland
|
$3.78M
|
+$935K
|
+18,056
|
+32%
|
|
|
67
|
Mercer Global Advisors
Denver,
Colorado
|
$3.77M
|
-$906K
|
-17,508
|
-19%
|
|
|
68
|
AE Wealth Management
Topeka,
Kansas
|
$3.69M
|
+$1.94M
|
+37,419
|
+105%
|
|
|
69
|
|
$3.53M
|
–
|
–
|
–
|
|
|
70
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$3.4M
|
-$440K
|
-8,494
|
-11%
|
|
|
71
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$3.39M
|
-$310K
|
-5,991
|
-8%
|
|
|
72
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$3.26M
|
-$380K
|
-7,335
|
-10%
|
|
|
73
|
|
$3.2M
|
+$117K
|
+2,259
|
+4%
|
|
|
74
|
M Holdings Securities
Portland,
Oregon
|
$3.12M
|
-$508K
|
-9,816
|
-14%
|
|
|
75
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$3.1M
|
–
|
–
|
–
|
|
