|
101
|
Rebalance
Palo Alto,
California
|
$762K
|
+$780K
|
+8,792
|
New
|
|
|
102
|
Tocqueville Asset Management
New York
|
$737K
|
+$710
|
+8
|
+0.1%
|
|
|
103
|
Equitable Holdings
New York
|
$708K
|
+$4.08K
|
+46
|
+0.6%
|
|
|
104
|
Wealthspire Advisors (New York)
New York
|
$708K
|
+$248K
|
+2,790
|
+52%
|
|
|
105
|
Source Financial Advisors
New York
|
$705K
|
+$17.4K
|
+196
|
+2%
|
|
|
106
|
Coldstream Capital Management
Bellevue,
Washington
|
$682K
|
+$698K
|
+7,866
|
New
|
|
|
107
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$673K
|
-$4.26K
|
-48
|
-0.6%
|
|
|
108
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$668K
|
+$192K
|
+2,164
|
+39%
|
|
|
109
|
Valmark Advisers
Akron,
Ohio
|
$652K
|
+$668K
|
+7,524
|
New
|
|
|
110
|
Pacific Sun Financial
Los Angeles,
California
|
$646K
|
-$10.3K
|
-116
|
-2%
|
|
|
111
|
Continuum Advisory
Eagle,
Idaho
|
$636K
|
–
|
–
|
–
|
|
|
112
|
Advisory Services Network
Atlanta,
Georgia
|
$587K
|
+$601K
|
+6,776
|
New
|
|
|
113
|
D.A. Davidson & Co
Great Falls,
Montana
|
$567K
|
–
|
–
|
–
|
|
|
114
|
Financial Advisors
Andover,
Massachusetts
|
$546K
|
+$320K
|
+3,608
|
+134%
|
|
|
115
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
|
$531K
|
+$544K
|
+6,128
|
New
|
|
|
116
|
Avantax Advisory Services
Dallas,
Texas
|
$526K
|
+$68.8K
|
+776
|
+15%
|
|
|
117
|
Sovereign Financial Group
Stamford,
Connecticut
|
$513K
|
-$44.5K
|
-502
|
-8%
|
|
|
118
|
Corient Private Wealth
Miami,
Florida
|
$511K
|
+$523K
|
+5,894
|
New
|
|
|
119
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$496K
|
+$507K
|
+5,718
|
New
|
|
|
120
|
Modera Wealth Management
Westwood,
New Jersey
|
$490K
|
–
|
–
|
–
|
|
|
121
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
$489K
|
-$140K
|
-1,580
|
-22%
|
|
|
122
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$482K
|
+$1.77K
|
+20
|
+0.4%
|
|
|
123
|
Breakwater Capital Group
Paramus,
New Jersey
|
$479K
|
+$490K
|
+5,528
|
New
|
|
|
124
|
IEQ Capital
Foster City,
California
|
$475K
|
-$4.11M
|
-46,366
|
-89%
|
|
|
125
|
|
$467K
|
+$177
|
+2
|
+0%
|
|
